LIM
Leavell Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6M | Sell |
256,329
-940
| -0.4% | -$193K | 2.36% | 3 |
|
|
2025
Q1 | $57.1M | Buy |
257,269
+179
| +0.1% | +$39.8K | 2.83% | 3 |
|
|
2024
Q4 | $64.4M | Sell |
257,090
-2,175
| -0.8% | -$545K | 3.16% | 3 |
|
|
2024
Q3 | $60.4M | Buy |
259,265
+18,861
| +8% | +$4.39M | 3.01% | 3 |
|
|
2024
Q2 | $50.6M | Sell |
240,404
-613
| -0.3% | -$129K | 2.8% | 3 |
|
|
2024
Q1 | $41.3M | Sell |
241,017
-9,200
| -4% | -$1.58M | 2.39% | 3 |
|
|
2023
Q4 | $48.2M | Buy |
250,217
+1,321
| +0.5% | +$254K | 3.06% | 3 |
|
|
2023
Q3 | $42.6M | Sell |
248,896
-7,571
| -3% | -$1.3M | 2.98% | 3 |
|
|
2023
Q2 | $49.7M | Sell |
256,467
-5,402
| -2% | -$1.05M | 3.38% | 3 |
|
|
2023
Q1 | $43.2M | Sell |
261,869
-12,137
| -4% | -$2M | 3.08% | 2 |
|
|
2022
Q4 | $35.6M | Sell |
274,006
-17,208
| -6% | -$2.24M | 2.68% | 2 |
|
|
2022
Q3 | $40.2M | Buy |
291,214
+864
| +0.3% | +$119K | 3.19% | 1 |
|
|
2022
Q2 | $39.7M | Sell |
290,350
-589
| -0.2% | -$80.5K | 3.04% | 2 |
|
|
2022
Q1 | $50.8M | Sell |
290,939
-4,727
| -2% | -$825K | 3.49% | 1 |
|
|
2021
Q4 | $52.5M | Sell |
295,666
-15,333
| -5% | -$2.72M | 3.49% | 1 |
|
|
2021
Q3 | $44M | Sell |
310,999
-8,910
| -3% | -$1.26M | 3.28% | 1 |
|
|
2021
Q2 | $39.1M | Hold |
319,909
| – | – | 3.18% | 1 |
|
|
2021
Q1 | $39.1M | Buy |
319,909
+3,197
| +1% | +$391K | 3.18% | 1 |
|
|
2020
Q4 | $42M | Buy |
316,712
+902
| +0.3% | +$120K | 3.63% | 1 |
|
|
2020
Q3 | $36.6M | Buy |
315,810
+232,987
| +281% | +$27M | 3.18% | 2 |
|
|
2020
Q2 | $30.2M | Sell |
82,823
-2,096
| -2% | -$765K | 2.94% | 1 |
|
|
2020
Q1 | $21.6M | Buy |
84,919
+204
| +0.2% | +$51.9K | 2.5% | 2 |
|
|
2019
Q4 | $24.9M | Sell |
84,715
-2,177
| -3% | -$639K | 2.33% | 2 |
|
|
2019
Q3 | $19.5M | Buy |
86,892
+183
| +0.2% | +$41K | 2% | 5 |
|
|
2019
Q2 | $17.2M | Sell |
86,709
-777
| -0.9% | -$154K | 1.81% | 8 |
|
|
2019
Q1 | $16.6M | Sell |
87,486
-8,111
| -8% | -$1.54M | 1.86% | 8 |
|
|
2018
Q4 | $15.1M | Buy |
95,597
+1
| +0% | +$158 | 1.89% | 7 |
|
|
2018
Q3 | $21.6M | Sell |
95,596
-3,103
| -3% | -$700K | 2.32% | 2 |
|
|
2018
Q2 | $18.3M | Sell |
98,699
-401
| -0.4% | -$74.2K | 2.08% | 6 |
|
|
2018
Q1 | $16.6M | Sell |
99,100
-211
| -0.2% | -$35.4K | 1.94% | 6 |
|
|
2017
Q4 | $16.8M | Sell |
99,311
-1,044
| -1% | -$177K | 1.98% | 4 |
|
|
2017
Q3 | $15.5M | Buy |
100,355
+979
| +1% | +$151K | 1.91% | 5 |
|
|
2017
Q2 | $14.3M | Buy |
99,376
+681
| +0.7% | +$98.1K | 1.81% | 7 |
|
|
2017
Q1 | $14.2M | Sell |
98,695
-1,089
| -1% | -$156K | 1.82% | 7 |
|
|
2016
Q4 | $11.6M | Sell |
99,784
-3,356
| -3% | -$389K | 1.59% | 8 |
|
|
2016
Q3 | $11.7M | Sell |
103,140
-6,259
| -6% | -$708K | 1.72% | 6 |
|
|
2016
Q2 | $10.5M | Sell |
109,399
-10,955
| -9% | -$1.05M | 1.54% | 7 |
|
|
2016
Q1 | $13.1M | Sell |
120,354
-6,701
| -5% | -$730K | 1.97% | 5 |
|
|
2015
Q4 | $13.4M | Buy |
127,055
+597
| +0.5% | +$62.8K | 1.96% | 4 |
|
|
2015
Q3 | $13.9M | Buy |
126,458
+4,394
| +4% | +$485K | 2.2% | 3 |
|
|
2015
Q2 | $15.3M | Buy |
122,064
+2,713
| +2% | +$340K | 2.38% | 3 |
|
|
2015
Q1 | $14.9M | Sell |
119,351
-1,499
| -1% | -$187K | 2.25% | 3 |
|
|
2014
Q4 | $13.3M | Sell |
120,850
-18,140
| -13% | -$2M | 2.05% | 3 |
|
|
2014
Q3 | $14M | Buy |
138,990
+5,281
| +4% | +$532K | 2.22% | 3 |
|
|
2014
Q2 | $12.4M | Buy |
133,709
+114,707
| +604% | +$10.7M | 1.96% | 4 |
|
|
2014
Q1 | $10.2M | Buy |
19,002
+179
| +1% | +$96.1K | 1.7% | 4 |
|
|
2013
Q4 | $10.6M | Buy |
18,823
+759
| +4% | +$426K | 1.78% | 4 |
|
|
2013
Q3 | $8.61M | Buy |
18,064
+350
| +2% | +$167K | 1.55% | 8 |
|
|
2013
Q2 | $7.02M | Buy |
+17,714
| New | +$7.02M | 1.31% | 13 |
|