Joel Isaacson & Co’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 | $86M | Buy |
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|
2025
Q1 | $90M | Sell |
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|
2024
Q4 | $103M | Buy |
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|
2024
Q3 | $95M | Buy |
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|
2024
Q2 | $82.9M | Sell |
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|
2024
Q1 | $68.8M | Buy |
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|
2023
Q4 | $75.2M | Buy |
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|
2023
Q3 | $66.6M | Sell |
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|
2023
Q2 | $78.1M | Buy |
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|
2023
Q1 | $65.2M | Buy |
|
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|
2022
Q4 | $51M | Buy |
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|
2022
Q3 | $53.2M | Sell |
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|
2022
Q2 | $53.8M | Sell |
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|
2022
Q1 | $66.6M | Buy |
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|
2021
Q4 | $70.4M | Buy |
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|
2021
Q3 | $55.4M | Sell |
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|
2021
Q2 | $53.9M | Buy |
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|
2021
Q1 | $47.2M | Sell |
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|
2020
Q4 | $51.8M | Buy |
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|
2020
Q3 | $44.9M | Buy |
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|
2020
Q2 | $35M | Buy |
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|
2020
Q1 | $24.1M | Sell |
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|
2019
Q4 | $29.2M | Buy |
|
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|
2019
Q3 | $20.9M | Sell |
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|
2019
Q2 | $18.9M | Sell |
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|
2019
Q1 | $18.3M | Buy |
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|
2018
Q4 | $14M | Sell |
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|
2018
Q3 | $21M | Buy |
|
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|
2018
Q2 | $17.2M | Sell |
|
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|
2018
Q1 | $15.6M | Sell |
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|
2017
Q4 | $15.8M | Sell |
|
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|
2017
Q3 | $14.7M | Sell |
|
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|
2017
Q2 | $14M | Sell |
|
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|
2017
Q1 | $14.1M | Buy |
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|
2016
Q4 | $11.3M | Sell |
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|
2016
Q3 | $11.2M | Sell |
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|
2016
Q2 | $9.64M | Sell |
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|
2016
Q1 | $11.1M | Buy |
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|
2015
Q4 | $10.6M | Buy |
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|
2015
Q3 | $11M | Buy |
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|
2015
Q2 | $12.1M | Sell |
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|
2015
Q1 | $12.4M | Sell |
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|
2014
Q4 | $11M | Buy |
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|
2014
Q3 | $7.75M | Buy |
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|
2014
Q2 | $6.85M | Buy |
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|
2014
Q1 | $5.43M | Buy |
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|
2013
Q4 | $5.1M | Sell |
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|
2013
Q3 | $4.35M | Buy |
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|
2013
Q2 | $3.54M | Buy |
|