JRM Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
6,956
-5,185
| -43% | -$1.06M | 0.46% | 14 |
|
|
2025
Q1 | $2.7M | Sell |
12,141
-2,917
| -19% | -$648K | 0.92% | 15 |
|
|
2024
Q4 | $3.77M | Sell |
15,058
-75
| -0.5% | -$18.8K | 1.33% | 13 |
|
|
2024
Q3 | $3.53M | Sell |
15,133
-1,613
| -10% | -$376K | 1.21% | 14 |
|
|
2024
Q2 | $3.53M | Hold |
16,746
| – | – | 1.19% | 14 |
|
|
2024
Q1 | $2.87M | Buy |
16,746
+201
| +1% | +$34.5K | 0.95% | 14 |
|
|
2023
Q4 | $3.19M | Sell |
16,545
-368
| -2% | -$70.9K | 1.16% | 14 |
|
|
2023
Q3 | $2.9M | Sell |
16,913
-542
| -3% | -$92.8K | 1.28% | 15 |
|
|
2023
Q2 | $3.39M | Sell |
17,455
-11,701
| -40% | -$2.27M | 1.44% | 14 |
|
|
2023
Q1 | $4.81M | Sell |
29,156
-1,116
| -4% | -$184K | 2.11% | 12 |
|
|
2022
Q4 | $3.93M | Sell |
30,272
-12,300
| -29% | -$1.6M | 1.69% | 15 |
|
|
2022
Q3 | $5.88M | Sell |
42,572
-1,298
| -3% | -$179K | 2.51% | 13 |
|
|
2022
Q2 | $6M | Sell |
43,870
-200
| -0.5% | -$27.3K | 2.61% | 12 |
|
|
2022
Q1 | $7.7M | Sell |
44,070
-110
| -0.2% | -$19.2K | 3.08% | 13 |
|
|
2021
Q4 | $7.85M | Hold |
44,180
| – | – | 3.28% | 12 |
|
|
2021
Q3 | $6.25M | Buy |
44,180
+3,197
| +8% | +$452K | 3.17% | 11 |
|
|
2021
Q2 | $5.61M | Sell |
40,983
-541
| -1% | -$74.1K | 3.03% | 11 |
|
|
2021
Q1 | $5.07M | Sell |
41,524
-268
| -0.6% | -$32.7K | 3.14% | 11 |
|
|
2020
Q4 | $5.55M | Sell |
41,792
-13,796
| -25% | -$1.83M | 3.75% | 11 |
|
|
2020
Q3 | $6.44M | Sell |
55,588
-66,112
| -54% | -$7.66M | 4.43% | 10 |
|
|
2020
Q2 | $11.1M | Buy |
121,700
+1,700
| +1% | +$155K | 7.71% | 6 |
|
|
2020
Q1 | $7.63M | Sell |
120,000
-10,824
| -8% | -$688K | 6.3% | 7 |
|
|
2019
Q4 | $9.6M | Sell |
130,824
-4,016
| -3% | -$295K | 5.83% | 7 |
|
|
2019
Q3 | $7.55M | Buy |
134,840
+228
| +0.2% | +$12.8K | 5% | 8 |
|
|
2019
Q2 | $6.66M | Buy |
134,612
+1,204
| +0.9% | +$59.6K | 4.63% | 7 |
|
|
2019
Q1 | $6.34M | Buy |
133,408
+7,932
| +6% | +$377K | 4.63% | 7 |
|
|
2018
Q4 | $4.95M | Buy |
125,476
+1,712
| +1% | +$67.5K | 3.88% | 8 |
|
|
2018
Q3 | $6.99M | Buy |
123,764
+536
| +0.4% | +$30.3K | 4.66% | 7 |
|
|
2018
Q2 | $5.7M | Buy |
123,228
+1,496
| +1% | +$69.2K | 4.47% | 7 |
|
|
2018
Q1 | $5.11M | Buy |
121,732
+7,640
| +7% | +$320K | 4.11% | 9 |
|
|
2017
Q4 | $4.83M | Buy |
114,092
+1,888
| +2% | +$79.9K | 3.71% | 10 |
|
|
2017
Q3 | $4.32M | Sell |
112,204
-6,384
| -5% | -$246K | 3.48% | 10 |
|
|
2017
Q2 | $4.27M | Sell |
118,588
-19,736
| -14% | -$711K | 3.34% | 10 |
|
|
2017
Q1 | $4.97M | Sell |
138,324
-33,800
| -20% | -$1.21M | 4.17% | 8 |
|
|
2016
Q4 | $4.98M | Sell |
172,124
-1,576
| -0.9% | -$45.6K | 3.83% | 8 |
|
|
2016
Q3 | $4.91M | Sell |
173,700
-3,100
| -2% | -$87.6K | 4.14% | 8 |
|
|
2016
Q2 | $4.23M | Buy |
176,800
+4,688
| +3% | +$112K | 4.05% | 9 |
|
|
2016
Q1 | $4.69M | Sell |
172,112
-21,640
| -11% | -$590K | 5.08% | 5 |
|
|
2015
Q4 | $5.1M | Sell |
193,752
-14,440
| -7% | -$380K | 6.06% | 2 |
|
|
2015
Q3 | $5.74M | Hold |
208,192
| – | – | 6.75% | 2 |
|
|
2015
Q2 | $6.53M | Buy |
208,192
+400
| +0.2% | +$12.5K | 5.65% | 5 |
|
|
2015
Q1 | $6.46M | Buy |
207,792
+18,420
| +10% | +$573K | 5.53% | 5 |
|
|
2014
Q4 | $5.23M | Buy |
+189,372
| New | +$5.23M | 4.72% | 7 |
|