Jacobsen Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Buy |
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|
2025
Q1 | $6.97M | Buy |
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|
2024
Q4 | $7.77M | Buy |
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|
2024
Q3 | $7.14M | Sell |
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|
2024
Q2 | $6.47M | Buy |
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|
2024
Q1 | $5M | Buy |
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|
2023
Q4 | $5.52M | Sell |
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|
2023
Q3 | $5.04M | Buy |
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|
2023
Q2 | $4.74M | Buy |
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|
2023
Q1 | $3.72M | Buy |
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $3.21M | Sell |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $4.94M | Buy |
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|
2021
Q4 | $4.79M | Sell |
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|
2021
Q3 | $3.85M | Buy |
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|
2021
Q2 | $3.65M | Buy |
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|
2021
Q1 | $3.13M | Sell |
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|
2020
Q4 | $3.7M | Buy |
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|
2020
Q3 | $3.23M | Sell |
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|
2020
Q2 | $3.18M | Buy |
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|
2019
Q4 | $2.65M | Sell |
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|
2019
Q3 | $2.69M | Sell |
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|
2019
Q2 | $2.51M | Buy |
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