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 |
|