Hutner Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.12M | Buy |
20,094
+2,571
| +15% | +$527K | 1.88% | 19 |
|
2025
Q1 | $3.89M | Buy |
17,523
+27
| +0.2% | +$6K | 1.66% | 20 |
|
2024
Q4 | $4.38M | Sell |
17,496
-277
| -2% | -$69.4K | 2.12% | 18 |
|
2024
Q3 | $4.14M | Sell |
17,773
-36
| -0.2% | -$8.39K | 2.06% | 18 |
|
2024
Q2 | $3.75M | Sell |
17,809
-180
| -1% | -$37.9K | 2.06% | 18 |
|
2024
Q1 | $3.08M | Buy |
17,989
+1,140
| +7% | +$195K | 1.67% | 22 |
|
2023
Q4 | $3.24M | Buy |
16,849
+20
| +0.1% | +$3.85K | 1.91% | 20 |
|
2023
Q3 | $2.88M | Hold |
16,829
| – | – | 1.77% | 20 |
|
2023
Q2 | $3.26M | Hold |
16,829
| – | – | 1.91% | 19 |
|
2023
Q1 | $2.78M | Buy |
16,829
+3,004
| +22% | +$495K | 1.69% | 19 |
|
2022
Q4 | $1.8M | Buy |
13,825
+4,812
| +53% | +$625K | 1.11% | 25 |
|
2022
Q3 | $1.25M | Buy |
9,013
+627
| +7% | +$86.7K | 0.87% | 26 |
|
2022
Q2 | $1.15M | Sell |
8,386
-154
| -2% | -$21.1K | 0.75% | 28 |
|
2022
Q1 | $1.49M | Buy |
8,540
+296
| +4% | +$51.7K | 0.85% | 28 |
|
2021
Q4 | $1.46M | Buy |
8,244
+1,080
| +15% | +$192K | 0.85% | 28 |
|
2021
Q3 | $1.01M | Buy |
7,164
+3
| +0% | +$425 | 0.66% | 29 |
|
2021
Q2 | $981K | Buy |
7,161
+2,561
| +56% | +$351K | 0.63% | 31 |
|
2021
Q1 | $562K | Hold |
4,600
| – | – | 0.37% | 37 |
|
2020
Q4 | $610K | Hold |
4,600
| – | – | 0.42% | 32 |
|
2020
Q3 | $533K | Hold |
4,600
| – | – | 0.4% | 32 |
|
2020
Q2 | $420K | Hold |
4,600
| – | – | 0.36% | 33 |
|
2020
Q1 | $292K | Hold |
4,600
| – | – | 0.27% | 39 |
|
2019
Q4 | $338K | Hold |
4,600
| – | – | 0.23% | 39 |
|
2019
Q3 | $258K | Hold |
4,600
| – | – | 0.18% | 40 |
|
2019
Q2 | $222K | Hold |
4,600
| – | – | 0.16% | 41 |
|
2019
Q1 | $218K | Buy |
+4,600
| New | +$218K | 0.16% | 40 |
|
2018
Q4 | – | Sell |
-4,600
| Closed | -$260K | – | 42 |
|
2018
Q3 | $260K | Hold |
4,600
| – | – | 0.19% | 38 |
|
2018
Q2 | $213K | Buy |
+4,600
| New | +$213K | 0.17% | 44 |
|