KA
Klingman & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3M | Buy |
259,702
+6,513
| +3% | +$1.34M | 2.94% | 10 |
|
|
2025
Q1 | $56.2M | Buy |
253,189
+1,655
| +0.7% | +$368K | 3.44% | 7 |
|
|
2024
Q4 | $63M | Buy |
251,534
+2,545
| +1% | +$637K | 3.87% | 5 |
|
|
2024
Q3 | $58M | Buy |
248,989
+9,393
| +4% | +$2.19M | 3.59% | 6 |
|
|
2024
Q2 | $50.5M | Sell |
239,596
-830
| -0.3% | -$175K | 3.41% | 8 |
|
|
2024
Q1 | $41.2M | Sell |
240,426
-121
| -0.1% | -$20.7K | 2.86% | 8 |
|
|
2023
Q4 | $46.3M | Sell |
240,547
-6,170
| -3% | -$1.19M | 3.4% | 8 |
|
|
2023
Q3 | $42.2M | Buy |
246,717
+7,075
| +3% | +$1.21M | 3.41% | 8 |
|
|
2023
Q2 | $46.5M | Buy |
239,642
+25,154
| +12% | +$4.88M | 3.75% | 6 |
|
|
2023
Q1 | $35.4M | Sell |
214,488
-2,164
| -1% | -$357K | 3.05% | 8 |
|
|
2022
Q4 | $28.1M | Sell |
216,652
-6,199
| -3% | -$805K | 2.47% | 12 |
|
|
2022
Q3 | $30.8M | Buy |
222,851
+20,300
| +10% | +$2.81M | 3.02% | 9 |
|
|
2022
Q2 | $27.7M | Buy |
202,551
+5,873
| +3% | +$803K | 2.71% | 10 |
|
|
2022
Q1 | $34.3M | Buy |
196,678
+17,735
| +10% | +$3.1M | 2.92% | 10 |
|
|
2021
Q4 | $31.8M | Buy |
178,943
+6,747
| +4% | +$1.2M | 2.73% | 10 |
|
|
2021
Q3 | $24.4M | Buy |
172,196
+1,540
| +0.9% | +$218K | 2.28% | 14 |
|
|
2021
Q2 | $23.4M | Buy |
170,656
+2,159
| +1% | +$296K | 2.24% | 14 |
|
|
2021
Q1 | $20.6M | Buy |
168,497
+1,400
| +0.8% | +$171K | 2.13% | 16 |
|
|
2020
Q4 | $22.2M | Sell |
167,097
-26,030
| -13% | -$3.45M | 2.56% | 12 |
|
|
2020
Q3 | $22.4M | Buy |
193,127
+143,115
| +286% | +$16.6M | 3.01% | 8 |
|
|
2020
Q2 | $18.2M | Sell |
50,012
-1,511
| -3% | -$551K | 2.79% | 10 |
|
|
2020
Q1 | $13.1M | Buy |
51,523
+4,091
| +9% | +$1.04M | 2.67% | 12 |
|
|
2019
Q4 | $13.9M | Buy |
47,432
+4,751
| +11% | +$1.4M | 2.28% | 12 |
|
|
2019
Q3 | $9.56M | Sell |
42,681
-260
| -0.6% | -$58.2K | 1.71% | 15 |
|
|
2019
Q2 | $8.5M | Buy |
42,941
+849
| +2% | +$168K | 1.58% | 15 |
|
|
2019
Q1 | $8M | Buy |
42,092
+549
| +1% | +$104K | 1.56% | 15 |
|
|
2018
Q4 | $6.55M | Sell |
41,543
-334
| -0.8% | -$52.7K | 1.48% | 15 |
|
|
2018
Q3 | $9.45M | Buy |
41,877
+500
| +1% | +$113K | 1.94% | 15 |
|
|
2018
Q2 | $7.66M | Buy |
41,377
+178
| +0.4% | +$32.9K | 1.65% | 16 |
|
|
2018
Q1 | $6.91M | Sell |
41,199
-28,259
| -41% | -$4.74M | 1.55% | 16 |
|
|
2017
Q4 | $11.8M | Buy |
69,458
+64,981
| +1,451% | +$11M | 2.57% | 13 |
|
|
2017
Q3 | $690K | Buy |
4,477
+1,239
| +38% | +$191K | 0.17% | 46 |
|
|
2017
Q2 | $466K | Sell |
3,238
-22
| -0.7% | -$3.17K | 0.12% | 59 |
|
|
2017
Q1 | $468K | Buy |
3,260
+197
| +6% | +$28.3K | 0.13% | 59 |
|
|
2016
Q4 | $355K | Hold |
3,063
| – | – | 0.11% | 64 |
|
|
2016
Q3 | $346K | Hold |
3,063
| – | – | 0.1% | 71 |
|
|
2016
Q2 | $293K | Hold |
3,063
| – | – | 0.09% | 75 |
|
|
2016
Q1 | $334K | Sell |
3,063
-3,045
| -50% | -$332K | 0.12% | 73 |
|
|
2015
Q4 | $643K | Buy |
6,108
+61
| +1% | +$6.42K | 0.24% | 49 |
|
|
2015
Q3 | $667K | Buy |
6,047
+2,889
| +91% | +$319K | 0.26% | 48 |
|
|
2015
Q2 | $396K | Buy |
3,158
+148
| +5% | +$18.6K | 0.16% | 60 |
|
|
2015
Q1 | $375K | Hold |
3,010
| – | – | 0.15% | 60 |
|
|
2014
Q4 | $332K | Buy |
+3,010
| New | +$332K | 0.14% | 68 |
|