Kovitz Investment Group Partners’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 | $588M | Buy |
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|
2025
Q1 | $551M | Sell |
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|
2024
Q4 | $685M | Buy |
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|
2024
Q3 | $439M | Buy |
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|
2024
Q2 | $405M | Buy |
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|
2024
Q1 | $183M | Buy |
|
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|
2023
Q4 | $167M | Sell |
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|
2023
Q3 | $161M | Sell |
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|
2023
Q2 | $215M | Sell |
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|
2023
Q1 | $212M | Buy |
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|
2022
Q4 | $166M | Sell |
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|
2022
Q3 | $179M | Sell |
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|
2022
Q2 | $177M | Buy |
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|
2022
Q1 | $225M | Buy |
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|
2021
Q4 | $174M | Sell |
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|
2021
Q3 | $189M | Sell |
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|
2021
Q2 | $187M | Buy |
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|
2021
Q1 | $147M | Sell |
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|
2020
Q4 | $165M | Sell |
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|
2020
Q3 | $148M | Sell |
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|
2020
Q2 | $121M | Sell |
|
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|
2020
Q1 | $128M | Sell |
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|
2019
Q4 | $158M | Sell |
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|
2019
Q3 | $134M | Sell |
|
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|
2019
Q2 | $138M | Sell |
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|
2019
Q1 | $139M | Buy |
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|
2018
Q4 | $102M | Buy |
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|
2018
Q3 | $138M | Sell |
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|
2018
Q2 | $121M | Sell |
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|
2018
Q1 | $116M | Sell |
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|
2017
Q4 | $121K | Sell |
|
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|
2017
Q3 | $115M | Sell |
|
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|
2017
Q2 | $110M | Sell |
|
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|
2017
Q1 | $112M | Buy |
|
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|
2016
Q4 | $89.6M | Sell |
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|
2016
Q3 | $88M | Sell |
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|
2016
Q2 | $69.5M | Buy |
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|
2016
Q1 | $85.6M | Buy |
|