Joseph Group 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
$5.42M Buy
2025
Q1
$5M Buy
2024
Q4
$5.12M Buy
2024
Q3
$4.06M Buy
2024
Q2
$3.1M Sell
2024
Q1
$2.84M Buy
2023
Q4
$2.18M Buy
2023
Q3
$1.89M Buy
2023
Q2
$2.14M Buy
2023
Q1
$1.74M Sell
2022
Q4
$1.39M Sell
2022
Q3
$1.5M Buy
2022
Q2
$1.38M Buy
2022
Q1
$1.66M Buy
2021
Q4
$1.63M Buy