Investment House LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Buy |
553,357
+18,072
| +3% | +$3.71M | 5.74% | 2 |
|
|
2025
Q1 | $119M | Sell |
535,285
-20,150
| -4% | -$4.48M | 6.77% | 1 |
|
|
2024
Q4 | $139M | Sell |
555,435
-29,680
| -5% | -$7.43M | 7.57% | 1 |
|
|
2024
Q3 | $136M | Sell |
585,115
-42,712
| -7% | -$9.95M | 7.36% | 1 |
|
|
2024
Q2 | $132M | Sell |
627,827
-68,328
| -10% | -$14.4M | 7.54% | 1 |
|
|
2024
Q1 | $119M | Buy |
696,155
+51,467
| +8% | +$8.83M | 7.02% | 1 |
|
|
2023
Q4 | $124M | Sell |
644,688
-10,539
| -2% | -$2.03M | 8.78% | 1 |
|
|
2023
Q3 | $112M | Sell |
655,227
-14,779
| -2% | -$2.53M | 8.84% | 1 |
|
|
2023
Q2 | $130M | Sell |
670,006
-19,254
| -3% | -$3.73M | 9.73% | 1 |
|
|
2023
Q1 | $114M | Sell |
689,260
-6,515
| -0.9% | -$1.07M | 9.34% | 1 |
|
|
2022
Q4 | $90.4M | Sell |
695,775
-14,224
| -2% | -$1.85M | 8.46% | 1 |
|
|
2022
Q3 | $98.1M | Sell |
709,999
-11,801
| -2% | -$1.63M | 9.16% | 1 |
|
|
2022
Q2 | $98.7M | Sell |
721,800
-61,932
| -8% | -$8.47M | 8.69% | 1 |
|
|
2022
Q1 | $137M | Sell |
783,732
-18,050
| -2% | -$3.15M | 9.98% | 1 |
|
|
2021
Q4 | $142M | Sell |
801,782
-25,623
| -3% | -$4.55M | 9.14% | 1 |
|
|
2021
Q3 | $117M | Sell |
827,405
-14,659
| -2% | -$2.07M | 8.53% | 1 |
|
|
2021
Q2 | $115M | Sell |
842,064
-7,630
| -0.9% | -$1.05M | 8.11% | 1 |
|
|
2021
Q1 | $104M | Sell |
849,694
-172,771
| -17% | -$21.1M | 8.03% | 1 |
|
|
2020
Q4 | $136M | Sell |
1,022,465
-22,041
| -2% | -$2.92M | 9.53% | 1 |
|
|
2020
Q3 | $121M | Sell |
1,044,506
-1,882
| -0.2% | -$218K | 9.48% | 1 |
|
|
2020
Q2 | $95.4M | Buy |
1,046,388
+10,476
| +1% | +$955K | 8.39% | 1 |
|
|
2020
Q1 | $65.9M | Sell |
1,035,912
-20,252
| -2% | -$1.29M | 7.49% | 1 |
|
|
2019
Q4 | $76.9M | Sell |
1,056,164
-21,620
| -2% | -$1.58M | 7.13% | 1 |
|
|
2019
Q3 | $60.3M | Sell |
1,077,784
-1,148
| -0.1% | -$64.3K | 6.09% | 1 |
|
|
2019
Q2 | $53.4M | Buy |
1,078,932
+23,780
| +2% | +$1.18M | 5.59% | 1 |
|
|
2019
Q1 | $50.1M | Buy |
1,055,152
+2,056
| +0.2% | +$97.6K | 5.42% | 1 |
|
|
2018
Q4 | $41.5M | Sell |
1,053,096
-12,176
| -1% | -$480K | 5.17% | 1 |
|
|
2018
Q3 | $60.1M | Sell |
1,065,272
-1,164
| -0.1% | -$65.7K | 6.42% | 1 |
|
|
2018
Q2 | $49.4M | Sell |
1,066,436
-11,736
| -1% | -$543K | 5.72% | 1 |
|
|
2018
Q1 | $45.2M | Sell |
1,078,172
-7,984
| -0.7% | -$335K | 5.52% | 1 |
|
|
2017
Q4 | $46M | Sell |
1,086,156
-15,600
| -1% | -$660K | 5.59% | 1 |
|
|
2017
Q3 | $42.5M | Buy |
1,101,756
+5,036
| +0.5% | +$194K | 5.54% | 2 |
|
|
2017
Q2 | $39.5M | Buy |
1,096,720
+8,136
| +0.7% | +$293K | 5.31% | 1 |
|
|
2017
Q1 | $39.1M | Sell |
1,088,584
-8,612
| -0.8% | -$309K | 5.5% | 1 |
|
|
2016
Q4 | $31.8M | Sell |
1,097,196
-37,008
| -3% | -$1.07M | 4.84% | 1 |
|
|
2016
Q3 | $32.1M | Buy |
1,134,204
+20,996
| +2% | +$593K | 4.82% | 2 |
|
|
2016
Q2 | $26.6M | Sell |
1,113,208
-16,304
| -1% | -$390K | 4.26% | 2 |
|
|
2016
Q1 | $30.8M | Buy |
1,129,512
+28,036
| +3% | +$764K | 4.9% | 1 |
|
|
2015
Q4 | $29M | Sell |
1,101,476
-9,888
| -0.9% | -$260K | 4.73% | 1 |
|
|
2015
Q3 | $30.6M | Buy |
1,111,364
+3,932
| +0.4% | +$108K | 5.34% | 1 |
|
|
2015
Q2 | $34.7M | Sell |
1,107,432
-4,712
| -0.4% | -$148K | 5.59% | 1 |
|
|
2015
Q1 | $34.6M | Sell |
1,112,144
-121,432
| -10% | -$3.78M | 5.58% | 1 |
|
|
2014
Q4 | $34M | Sell |
1,233,576
-6,748
| -0.5% | -$186K | 5.49% | 1 |
|
|
2014
Q3 | $31.2M | Sell |
1,240,324
-6,660
| -0.5% | -$168K | 5.2% | 1 |
|
|
2014
Q2 | $29M | Sell |
1,246,984
-21,948
| -2% | -$510K | 4.96% | 1 |
|
|
2014
Q1 | $24.3M | Buy |
1,268,932
+22,680
| +2% | +$435K | 4.32% | 2 |
|
|
2013
Q4 | $25M | Sell |
1,246,252
-2,632
| -0.2% | -$52.7K | 4.5% | 2 |
|
|
2013
Q3 | $21.3M | Sell |
1,248,884
-5,040
| -0.4% | -$85.8K | 4.3% | 2 |
|
|
2013
Q2 | $17.8M | Buy |
+1,253,924
| New | +$17.8M | 3.85% | 3 |
|