Institutional & Family Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.6M | Buy |
50,422
+687
| +1% | +$128K | 1.63% | 11 |
|
|
2024
Q1 | $8.53M | Buy |
49,735
+42
| +0.1% | +$7.64K | 1.36% | 13 |
|
|
2023
Q4 | $9.57M | Sell |
49,693
-2,879
| -5% | -$532K | 1.58% | 11 |
|
|
2023
Q3 | $9M | Sell |
52,572
-210
| -0.4% | -$38.5K | 1.48% | 13 |
|
|
2023
Q2 | $10.2M | Buy |
52,782
+787
| +2% | +$137K | 1.67% | 9 |
|
|
2023
Q1 | $8.57M | Buy |
51,995
+2,168
| +4% | +$320K | 1.42% | 12 |
|
|
2022
Q4 | $6.47M | Sell |
49,827
-1,350
| -3% | -$193K | 1.08% | 13 |
|
|
2022
Q3 | $7.07M | Sell |
51,177
-4
| -0% | -$628 | 1.27% | 15 |
|
|
2022
Q2 | $7M | Buy |
51,181
+863
| +2% | +$131K | 1.22% | 15 |
|
|
2022
Q1 | $8.79M | Sell |
50,318
-857
| -2% | -$144K | 1.39% | 12 |
|
|
2021
Q4 | $9.09M | Sell |
51,175
-7,100
| -12% | -$1.12M | 1.42% | 12 |
|
|
2021
Q3 | $8.25M | Sell |
58,275
-2,717
| -4% | -$400K | 1.33% | 12 |
|
|
2021
Q2 | $8.35M | Buy |
60,992
+5,991
| +11% | +$776K | 1.38% | 12 |
|
|
2021
Q1 | $6.72M | Buy |
55,001
+945
| +2% | +$121K | 1.31% | 11 |
|
|
2020
Q4 | $7.17M | Sell |
54,056
-6,014
| -10% | -$723K | 1.52% | 11 |
|
|
2020
Q3 | $6.96M | Sell |
60,070
-36,970
| -38% | -$4.03M | 1.63% | 11 |
|
|
2020
Q2 | $8.85M | Sell |
97,040
-628
| -0.6% | -$48.7K | 1.86% | 9 |
|
|
2020
Q1 | $6.21M | Sell |
97,668
-4,320
| -4% | -$318K | 1.49% | 13 |
|
|
2019
Q4 | $7.49M | Sell |
101,988
-15,212
| -13% | -$979K | 1.59% | 12 |
|
|
2019
Q3 | $6.56M | Sell |
117,200
-2,148
| -2% | -$112K | 1.45% | 12 |
|
|
2019
Q2 | $5.91M | Sell |
119,348
-11,004
| -8% | -$536K | 1.28% | 12 |
|
|
2019
Q1 | $6.19M | Buy |
130,352
+2,136
| +2% | +$90.6K | 1.31% | 12 |
|
|
2018
Q4 | $5.06M | Sell |
128,216
-8,016
| -6% | -$389K | 1.18% | 15 |
|
|
2018
Q3 | $7.69M | Sell |
136,232
-11,804
| -8% | -$615K | 1.53% | 12 |
|
|
2018
Q2 | $6.85M | Sell |
148,036
-4,740
| -3% | -$215K | 1.45% | 12 |
|
|
2018
Q1 | $6.41M | Sell |
152,776
-21,280
| -12% | -$916K | 1.38% | 13 |
|
|
2017
Q4 | $7.36M | Buy |
174,056
+14,308
| +9% | +$598K | 1.43% | 8 |
|
|
2017
Q3 | $6.16M | Buy |
159,748
+10,876
| +7% | +$422K | 1.25% | 12 |
|
|
2017
Q2 | $5.36M | Sell |
148,872
-11,632
| -7% | -$430K | 1.31% | 11 |
|
|
2017
Q1 | $5.76M | Buy |
160,504
+1,196
| +0.8% | +$39.4K | 1.79% | 8 |
|
|
2016
Q4 | $4.61M | Buy |
159,308
+97,192
| +156% | +$2.76M | 1.45% | 13 |
|
|
2016
Q3 | $1.76M | Sell |
62,116
-100
| -0.2% | -$2.65K | 0.58% | 63 |
|
|
2016
Q2 | $1.49M | Buy |
62,216
+2,552
| +4% | +$63.4K | 0.52% | 66 |
|
|
2016
Q1 | $1.57M | Sell |
59,664
-2,896
| -5% | -$72.2K | 0.59% | 69 |
|
|
2015
Q4 | $1.65M | Buy |
+62,560
| New | +$1.79M | 0.62% | 69 |
|
Other funds holding AAPL
