JT Stratford LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
53,996
+2,979
| +6% | +$611K | 1.68% | 11 |
|
|
2025
Q1 | $11.3M | Sell |
51,017
-8,406
| -14% | -$1.87M | 2% | 8 |
|
|
2024
Q4 | $14.9M | Buy |
59,423
+2,580
| +5% | +$646K | 2.45% | 8 |
|
|
2024
Q3 | $13.2M | Buy |
56,843
+2,296
| +4% | +$535K | 2.26% | 8 |
|
|
2024
Q2 | $11.5M | Buy |
54,547
+4,822
| +10% | +$1.02M | 2.13% | 9 |
|
|
2024
Q1 | $8.53M | Buy |
49,725
+1,561
| +3% | +$268K | 1.7% | 9 |
|
|
2023
Q4 | $9.27M | Buy |
48,164
+2,226
| +5% | +$429K | 2.12% | 8 |
|
|
2023
Q3 | $7.86M | Buy |
45,938
+360
| +0.8% | +$61.6K | 2.03% | 9 |
|
|
2023
Q2 | $8.84M | Sell |
45,578
-780
| -2% | -$151K | 2.38% | 7 |
|
|
2023
Q1 | $7.64M | Sell |
46,358
-5,165
| -10% | -$852K | 2.2% | 7 |
|
|
2022
Q4 | $6.69M | Sell |
51,523
-1,428
| -3% | -$186K | 2.14% | 8 |
|
|
2022
Q3 | $7.32M | Sell |
52,951
-5,396
| -9% | -$746K | 2.6% | 9 |
|
|
2022
Q2 | $7.98M | Buy |
58,347
+1,403
| +2% | +$192K | 2.53% | 7 |
|
|
2022
Q1 | $9.94M | Sell |
56,944
-12,839
| -18% | -$2.24M | 2.91% | 5 |
|
|
2021
Q4 | $12.4M | Buy |
69,783
+1,088
| +2% | +$193K | 3.39% | 3 |
|
|
2021
Q3 | $9.72M | Buy |
68,695
+212
| +0.3% | +$30K | 2.98% | 5 |
|
|
2021
Q2 | $9.38M | Buy |
68,483
+447
| +0.7% | +$61.2K | 3% | 6 |
|
|
2021
Q1 | $8.31M | Buy |
68,036
+564
| +0.8% | +$68.9K | 2.93% | 7 |
|
|
2020
Q4 | $8.95M | Sell |
67,472
-1,515
| -2% | -$201K | 3.36% | 6 |
|
|
2020
Q3 | $7.99M | Sell |
68,987
-10,773
| -14% | -$1.25M | 3.44% | 6 |
|
|
2020
Q2 | $7.27M | Buy |
79,760
+20,004
| +33% | +$1.82M | 3.74% | 2 |
|
|
2020
Q1 | $3.8M | Sell |
59,756
-8,460
| -12% | -$538K | 2.33% | 9 |
|
|
2019
Q4 | $5.01M | Sell |
68,216
-9,592
| -12% | -$704K | 2.29% | 7 |
|
|
2019
Q3 | $4.36M | Sell |
77,808
-336
| -0.4% | -$18.8K | 2.45% | 4 |
|
|
2019
Q2 | $3.87M | Sell |
78,144
-9,996
| -11% | -$495K | 2.15% | 9 |
|
|
2019
Q1 | $4.19M | Sell |
88,140
-16,980
| -16% | -$806K | 2.4% | 8 |
|
|
2018
Q4 | $4.15M | Sell |
105,120
-1,060
| -1% | -$41.8K | 2.76% | 6 |
|
|
2018
Q3 | $5.99M | Buy |
106,180
+1,104
| +1% | +$62.3K | 3.44% | 3 |
|
|
2018
Q2 | $4.86M | Buy |
105,076
+180
| +0.2% | +$8.33K | 2.99% | 5 |
|
|
2018
Q1 | $4.4M | Buy |
104,896
+3,884
| +4% | +$163K | 2.75% | 4 |
|
|
2017
Q4 | $4.27M | Sell |
101,012
-5,172
| -5% | -$219K | 2.79% | 6 |
|
|
2017
Q3 | $4.09M | Sell |
106,184
-9,516
| -8% | -$367K | 2.65% | 6 |
|
|
2017
Q2 | $4.17M | Sell |
115,700
-452
| -0.4% | -$16.3K | 2.93% | 6 |
|
|
2017
Q1 | $4.17M | Sell |
116,152
-7,864
| -6% | -$282K | 3.1% | 4 |
|
|
2016
Q4 | $3.59M | Buy |
+124,016
| New | +$3.59M | 3.02% | 3 |
|