Ironwood Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
128,987
+2,796
| +2% | +$574K | 4.09% | 3 |
|
|
2025
Q1 | $28M | Sell |
126,191
-6,039
| -5% | -$1.34M | 4.84% | 3 |
|
|
2024
Q4 | $33.1M | Sell |
132,230
-1,385
| -1% | -$347K | 5.67% | 2 |
|
|
2024
Q3 | $31.1M | Sell |
133,615
-1,433
| -1% | -$334K | 5.18% | 2 |
|
|
2024
Q2 | $28.4M | Sell |
135,048
-473
| -0.3% | -$99.6K | 5.08% | 2 |
|
|
2024
Q1 | $23.2M | Sell |
135,521
-197
| -0.1% | -$33.8K | 4.05% | 2 |
|
|
2023
Q4 | $26.1M | Sell |
135,718
-5,575
| -4% | -$1.07M | 4.88% | 2 |
|
|
2023
Q3 | $24.2M | Buy |
141,293
+8,580
| +6% | +$1.47M | 5.09% | 2 |
|
|
2023
Q2 | $25.7M | Sell |
132,713
-2,853
| -2% | -$553K | 5.79% | 2 |
|
|
2023
Q1 | $22.4M | Sell |
135,566
-60
| -0% | -$9.89K | 5.32% | 2 |
|
|
2022
Q4 | $17.6M | Sell |
135,626
-983
| -0.7% | -$128K | 4.27% | 2 |
|
|
2022
Q3 | $18.9M | Buy |
136,609
+3,276
| +2% | +$453K | 5.39% | 2 |
|
|
2022
Q2 | $18.2M | Buy |
133,333
+2,354
| +2% | +$322K | 5.12% | 2 |
|
|
2022
Q1 | $22.9M | Sell |
130,979
-6,422
| -5% | -$1.12M | 5.62% | 2 |
|
|
2021
Q4 | $24.4M | Buy |
137,401
+476
| +0.3% | +$84.5K | 5.57% | 2 |
|
|
2021
Q3 | $19.4M | Buy |
136,925
+3,229
| +2% | +$457K | 4.96% | 2 |
|
|
2021
Q2 | $18.3M | Buy |
133,696
+1,100
| +0.8% | +$151K | 4.86% | 2 |
|
|
2021
Q1 | $16.2M | Sell |
132,596
-31,343
| -19% | -$3.83M | 4.65% | 2 |
|
|
2020
Q4 | $21.8M | Buy |
163,939
+3,070
| +2% | +$407K | 4.94% | 2 |
|
|
2020
Q3 | $18.6M | Sell |
160,869
-2,995
| -2% | -$347K | 5.04% | 2 |
|
|
2020
Q2 | $14.9M | Sell |
163,864
-7,656
| -4% | -$698K | 4.56% | 2 |
|
|
2020
Q1 | $10.9M | Buy |
171,520
+9,660
| +6% | +$614K | 4.29% | 2 |
|
|
2019
Q4 | $11.9M | Sell |
161,860
-8,788
| -5% | -$645K | 4.07% | 2 |
|
|
2019
Q3 | $9.56M | Sell |
170,648
-7,276
| -4% | -$407K | 3.52% | 3 |
|
|
2019
Q2 | $8.8M | Buy |
177,924
+15,064
| +9% | +$745K | 3.35% | 3 |
|
|
2019
Q1 | $7.73M | Buy |
162,860
+88
| +0.1% | +$4.18K | 3.04% | 5 |
|
|
2018
Q4 | $6.42M | Buy |
162,772
+15,300
| +10% | +$603K | 2.82% | 4 |
|
|
2018
Q3 | $8.32M | Buy |
147,472
+4,812
| +3% | +$272K | 3.22% | 3 |
|
|
2018
Q2 | $6.6M | Buy |
142,660
+1,864
| +1% | +$86.2K | 2.88% | 6 |
|
|
2018
Q1 | $5.91M | Sell |
140,796
-13,740
| -9% | -$576K | 2.63% | 7 |
|
|
2017
Q4 | $6.54M | Buy |
154,536
+1,316
| +0.9% | +$55.7K | 2.41% | 8 |
|
|
2017
Q3 | $5.9M | Sell |
153,220
-16,680
| -10% | -$643K | 2.39% | 10 |
|
|
2017
Q2 | $6.12M | Sell |
169,900
-3,584
| -2% | -$129K | 2.31% | 8 |
|
|
2017
Q1 | $6.23M | Sell |
173,484
-3,572
| -2% | -$128K | 2.61% | 6 |
|
|
2016
Q4 | $5.13M | Sell |
177,056
-36,024
| -17% | -$1.04M | 2.28% | 9 |
|
|
2016
Q3 | $6.02M | Buy |
213,080
+53,680
| +34% | +$1.52M | 2.82% | 6 |
|
|
2016
Q2 | $3.81M | Sell |
159,400
-34,288
| -18% | -$820K | 2.23% | 8 |
|
|
2016
Q1 | $5.28M | Buy |
193,688
+30,404
| +19% | +$828K | 2.76% | 6 |
|
|
2015
Q4 | $4.3M | Sell |
163,284
-3,316
| -2% | -$87.3K | 2.46% | 6 |
|
|
2015
Q3 | $4.59M | Buy |
166,600
+984
| +0.6% | +$27.1K | 2.49% | 7 |
|
|
2015
Q2 | $5.19M | Sell |
165,616
-3,508
| -2% | -$110K | 2.64% | 7 |
|
|
2015
Q1 | $5.26M | Buy |
169,124
+25,440
| +18% | +$791K | 2.68% | 6 |
|
|
2014
Q4 | $3.97M | Sell |
143,684
-3,804
| -3% | -$105K | 2% | 9 |
|
|
2014
Q3 | $3.72M | Sell |
147,488
-5,664
| -4% | -$143K | 1.97% | 9 |
|
|
2014
Q2 | $3.56M | Sell |
153,152
-876
| -0.6% | -$20.4K | 1.84% | 10 |
|
|
2014
Q1 | $2.95M | Buy |
154,028
+7,336
| +5% | +$141K | 1.61% | 17 |
|
|
2013
Q4 | $2.94M | Sell |
146,692
-364
| -0.2% | -$7.29K | 1.67% | 18 |
|
|
2013
Q3 | $2.5M | Sell |
147,056
-22,092
| -13% | -$376K | 1.65% | 21 |
|
|
2013
Q2 | $2.4M | Buy |
+169,148
| New | +$2.4M | 1.55% | 21 |
|