Herald Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.19M | Hold |
|
|||||
|
2025
Q2 | $4.18M | Sell |
|
|||||
|
2025
Q1 | $5.55M | Hold |
|
|||||
|
2024
Q4 | $6.26M | Hold |
|
|||||
|
2024
Q3 | $5.82M | Hold |
|
|||||
|
2024
Q2 | $5.26M | Hold |
|
|||||
|
2024
Q1 | $4.28M | Hold |
|
|||||
|
2023
Q4 | $4.81M | Sell |
|
|||||
|
2023
Q3 | $5.39M | Hold |
|
|||||
|
2023
Q2 | $6.11M | Sell |
|
|||||
|
2023
Q1 | $5.77M | Hold |
|
|||||
|
2022
Q4 | $4.55M | Hold |
|
|||||
|
2022
Q3 | $4.83M | Sell |
|
|||||
|
2022
Q2 | $5.47M | Sell |
|
|||||
|
2022
Q1 | $8.46M | Hold |
|
|||||
|
2021
Q4 | $8.6M | Hold |
|
|||||
|
2021
Q3 | $6.84M | Hold |
|
|||||
|
2021
Q2 | $6.63M | Hold |
|
|||||
|
2021
Q1 | $5.92M | Hold |
|
|||||
|
2020
Q4 | $6.48M | Hold |
|
|||||
|
2020
Q3 | $5.6M | Hold |
|
|||||
|
2020
Q2 | $4.42M | Hold |
|
|||||
|
2020
Q1 | $3.08M | Sell |
|
|||||
|
2019
Q4 | $4.73M | Hold |
|
|||||
|
2019
Q3 | $3.61M | Hold |
|
|||||
|
2019
Q2 | $3.19M | Hold |
|
|||||
|
2019
Q1 | $3.06M | Hold |
|
|||||
|
2018
Q4 | $2.54M | Sell |
|
|||||
|
2018
Q3 | $3.98M | Hold |
|
|||||
|
2018
Q2 | $3.23M | Hold |
|
|||||
|
2018
Q1 | $2.96M | Hold |
|
|||||
|
2017
Q4 | $2.98M | Hold |
|
|||||
|
2017
Q3 | $2.71M | Hold |
|
|||||
|
2017
Q2 | $2.54M | Hold |
|
|||||
|
2017
Q1 | $2.53M | Hold |
|
|||||
|
2016
Q4 | $2.04M | Hold |
|
|||||
|
2016
Q3 | $1.99M | Hold |
|
|||||
|
2016
Q2 | $1.69M | Hold |
|
|||||
|
2016
Q1 | $1.92M | Sell |
|
|||||
|
2015
Q4 | $2.38M | Hold |
|
|||||
|
2015
Q3 | $2.5M | Buy |
|
|||||
|
2015
Q1 | $2.99M | Sell |
|
|||||
|
2014
Q4 | $2.69M | Hold |
|
|||||
|
2014
Q3 | $2.64M | Sell |
|
|||||
|
2014
Q2 | $2.5M | Hold |
|
|||||
|
2014
Q1 | $2.06M | Hold |
|
|||||
|
2013
Q4 | $2.16M | Hold |
|
|||||
|
2013
Q3 | $1.83M | Hold |
|
|||||
|
2013
Q2 | $1.52M | Buy |
|