JCM
Jacobsen Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Buy |
34,647
+3,250
| +10% | +$667K | 2.62% | 9 |
|
|
2025
Q1 | $6.97M | Buy |
31,397
+388
| +1% | +$86.2K | 3.03% | 7 |
|
|
2024
Q4 | $7.77M | Buy |
31,009
+369
| +1% | +$92.4K | 3.31% | 6 |
|
|
2024
Q3 | $7.14M | Sell |
30,640
-75
| -0.2% | -$17.5K | 3% | 7 |
|
|
2024
Q2 | $6.47M | Buy |
30,715
+1,542
| +5% | +$325K | 2.89% | 7 |
|
|
2024
Q1 | $5M | Buy |
29,173
+480
| +2% | +$82.3K | 2.32% | 9 |
|
|
2023
Q4 | $5.52M | Sell |
28,693
-765
| -3% | -$147K | 2.79% | 8 |
|
|
2023
Q3 | $5.04M | Buy |
29,458
+5,017
| +21% | +$859K | 2.74% | 7 |
|
|
2023
Q2 | $4.74M | Buy |
24,441
+1,898
| +8% | +$368K | 2.45% | 11 |
|
|
2023
Q1 | $3.72M | Buy |
22,543
+1,609
| +8% | +$265K | 1.99% | 12 |
|
|
2022
Q4 | $2.72M | Sell |
20,934
-2,267
| -10% | -$295K | 1.45% | 14 |
|
|
2022
Q3 | $3.21M | Sell |
23,201
-115
| -0.5% | -$15.9K | 1.83% | 11 |
|
|
2022
Q2 | $3.19M | Sell |
23,316
-4,966
| -18% | -$679K | 1.7% | 12 |
|
|
2022
Q1 | $4.94M | Buy |
28,282
+1,312
| +5% | +$229K | 2.27% | 10 |
|
|
2021
Q4 | $4.79M | Sell |
26,970
-215
| -0.8% | -$38.2K | 2.27% | 9 |
|
|
2021
Q3 | $3.85M | Buy |
27,185
+503
| +2% | +$71.2K | 1.94% | 10 |
|
|
2021
Q2 | $3.65M | Buy |
26,682
+1,073
| +4% | +$147K | 1.86% | 10 |
|
|
2021
Q1 | $3.13M | Sell |
25,609
-2,253
| -8% | -$275K | 1.73% | 11 |
|
|
2020
Q4 | $3.7M | Buy |
27,862
+2
| +0% | +$265 | 2.19% | 9 |
|
|
2020
Q3 | $3.23M | Buy |
27,860
+19,149
| +220% | +$2.22M | 2.25% | 9 |
|
|
2020
Q2 | $3.18M | Buy |
+8,711
| New | +$3.18M | 2.42% | 8 |
|
|
2019
Q4 | $2.65M | Sell |
9,017
-2,976
| -25% | -$874K | 2.64% | 7 |
|
|
2019
Q3 | $2.69M | Sell |
11,993
-702
| -6% | -$157K | 2.58% | 8 |
|
|
2019
Q2 | $2.51M | Buy |
+12,695
| New | +$2.51M | 2.5% | 8 |
|