Janiczek Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.4M | Buy |
49,276
+15,610
| +46% | +$2.91M | 2.18% | 11 |
|
|
2024
Q1 | $5.77M | Sell |
33,666
-1,373
| -4% | -$250K | 1.23% | 15 |
|
|
2023
Q4 | $6.75M | Sell |
35,039
-782
| -2% | -$144K | 1.63% | 13 |
|
|
2023
Q3 | $6.13M | Buy |
35,821
+15,056
| +73% | +$2.76M | 1.62% | 12 |
|
|
2023
Q2 | $4.03M | Buy |
20,765
+530
| +3% | +$92.4K | 1.11% | 13 |
|
|
2023
Q1 | $3.34M | Buy |
20,235
+2,003
| +11% | +$296K | 0.95% | 15 |
|
|
2022
Q4 | $2.43M | Sell |
18,232
-1,906
| -9% | -$272K | 0.68% | 20 |
|
|
2022
Q3 | $2.83M | Buy |
20,138
+352
| +2% | +$55.2K | 0.92% | 18 |
|
|
2022
Q2 | $3.21M | Buy |
19,786
+436
| +2% | +$66K | 0.96% | 18 |
|
|
2022
Q1 | $3.38M | Sell |
19,350
-1,598
| -8% | -$269K | 0.93% | 17 |
|
|
2021
Q4 | $3.72M | Buy |
20,948
+811
| +4% | +$128K | 1.11% | 14 |
|
|
2021
Q3 | $2.85M | Buy |
20,137
+2,967
| +17% | +$437K | 1.01% | 15 |
|
|
2021
Q2 | $2.35M | Buy |
17,170
+2,425
| +16% | +$314K | 0.85% | 17 |
|
|
2021
Q1 | $1.8M | Buy |
14,745
+1,002
| +7% | +$129K | 0.72% | 17 |
|
|
2020
Q4 | $1.82M | Buy |
13,743
+6,607
| +93% | +$795K | 0.88% | 15 |
|
|
2020
Q3 | $826K | Buy |
7,136
+1,972
| +38% | +$215K | 0.44% | 22 |
|
|
2020
Q2 | $471K | Buy |
5,164
+488
| +10% | +$37.8K | 0.26% | 27 |
|
|
2020
Q1 | $297K | Buy |
4,676
+136
| +3% | +$10K | 0.17% | 30 |
|
|
2019
Q4 | $333K | Sell |
4,540
-272
| -6% | -$17.5K | 0.15% | 31 |
|
|
2019
Q3 | $269K | Sell |
4,812
-548
| -10% | -$28.6K | 0.12% | 32 |
|
|
2019
Q2 | $265K | Buy |
5,360
+20
| +0.4% | +$975 | 0.12% | 32 |
|
|
2019
Q1 | $254K | Buy |
5,340
+580
| +12% | +$24.6K | 0.12% | 34 |
|
|
2018
Q4 | $188K | Sell |
4,760
-816
| -15% | -$39.6K | 0.1% | 41 |
|
|
2018
Q3 | $315K | Buy |
5,576
+256
| +5% | +$13.3K | 0.16% | 30 |
|
|
2018
Q2 | $246K | Buy |
5,320
+80
| +2% | +$3.63K | 0.13% | 34 |
|
|
2018
Q1 | $220K | Buy |
5,240
+16
| +0.3% | +$689 | 0.12% | 35 |
|
|
2017
Q4 | $221K | Buy |
5,224
+16
| +0.3% | +$669 | 0.12% | 36 |
|
|
2017
Q3 | $201K | Buy |
+5,208
| New | +$202K | 0.11% | 37 |
|
|
2017
Q2 | – | Sell |
-6,132
| Closed | -$220K | – | 36 |
|
|
2017
Q1 | $220K | Buy |
6,132
+56
| +0.9% | +$1.84K | 0.13% | 28 |
|
|
2016
Q4 | $176K | Buy |
+6,076
| New | +$172K | 0.08% | 28 |
|
Other funds holding AAPL
Janiczek Wealth Management's AAPL Position: Q2 2024 in Review
Janiczek Wealth Management increased its Apple (AAPL) stake by 46% in Q2 2024, buying an estimated $2.91M and bringing the position to 49,276 shares worth $10.4M. The position accounts for 2.18% of the portfolio, ranked #11.
Janiczek Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 30 quarters since. 5,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.
- Janiczek Wealth Management held 49,276 shares of Apple worth $10.4M as of Q2 2024.
- Janiczek Wealth Management bought 15,610 Apple shares in Q2 2024, an estimated $2.91M.
- Apple made up 2.18% of Janiczek Wealth Management's portfolio in Q2 2024, its #11 holding.
- Janiczek Wealth Management first reported a position in Apple in Q4 2016 and has held it in 30 quarters since.
- 5,118 funds tracked by Wall St. Rank held Apple as of Q2 2024.
Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.