Israel Discount Bank of New York’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Sell
2,708
-60
-2% -$12.3K 2.11% 15
2025
Q1
$615K Sell
2,768
-1,383
-33% -$307K 0.47% 18
2024
Q4
$1.04M Sell
4,151
-73
-2% -$18.3K 0.76% 13
2024
Q3
$984K Sell
4,224
-444
-10% -$103K 1.46% 13
2024
Q2
$983K Sell
4,668
-6,832
-59% -$1.44M 1.57% 15
2024
Q1
$1.97M Sell
11,500
-4,481
-28% -$768K 2.46% 11
2023
Q4
$3.08M Sell
15,981
-101
-0.6% -$19.4K 2.41% 11
2023
Q3
$2.75M Sell
16,082
-102
-0.6% -$17.5K 2.29% 12
2023
Q2
$3.14M Sell
16,184
-3,205
-17% -$622K 2.5% 11
2023
Q1
$3.2M Sell
19,389
-1,947
-9% -$321K 2.4% 11
2022
Q4
$2.77M Sell
21,336
-98
-0.5% -$12.7K 2.34% 8
2022
Q3
$2.96M Sell
21,434
-2,298
-10% -$318K 2.45% 9
2022
Q2
$3.25M Sell
23,732
-561
-2% -$76.7K 2.46% 9
2022
Q1
$4.24M Buy
24,293
+402
+2% +$70.2K 2.78% 8
2021
Q4
$4.24M Buy
23,891
+3,458
+17% +$614K 2.62% 8
2021
Q3
$2.89M Buy
+20,433
New +$2.89M 1.95% 12
2021
Q1
$2.45M Sell
20,091
-429
-2% -$52.4K 1.89% 11
2020
Q4
$2.72M Sell
20,520
-6,804
-25% -$903K 1.99% 10
2020
Q3
$3.16M Sell
27,324
-7,416
-21% -$859K 2.05% 11
2020
Q2
$3.17M Sell
34,740
-8,676
-20% -$791K 2.16% 12
2020
Q1
$2.76M Buy
43,416
+5,800
+15% +$369K 2.12% 9
2019
Q4
$2.76M Buy
37,616
+656
+2% +$48.2K 1.81% 13
2019
Q3
$2.07M Buy
36,960
+1,220
+3% +$68.3K 1.52% 15
2019
Q2
$1.77M Sell
35,740
-1,984
-5% -$98.2K 1.34% 17
2019
Q1
$1.79M Buy
37,724
+760
+2% +$36.1K 1.22% 14
2018
Q4
$1.46M Sell
36,964
-60
-0.2% -$2.37K 1.12% 16
2018
Q3
$2.09M Buy
37,024
+844
+2% +$47.6K 1.37% 11
2018
Q2
$1.67M Sell
36,180
-3,552
-9% -$164K 1.1% 14
2018
Q1
$1.67M Sell
39,732
-728
-2% -$30.5K 1.11% 14
2017
Q4
$1.71M Sell
40,460
-3,360
-8% -$142K 1.19% 14
2017
Q3
$1.69M Sell
43,820
-960
-2% -$37K 1.26% 13
2017
Q2
$1.61M Sell
44,780
-4,620
-9% -$166K 1.29% 13
2017
Q1
$1.77M Sell
49,400
-988
-2% -$35.5K 1.45% 11
2016
Q4
$1.46M Buy
+50,388
New +$1.46M 1.32% 14