Lederer & Associates 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 | $11.4M | Sell |
55,517
-450
| -0.8% | -$92.3K | 7.54% | 2 |
|
|
2025
Q1 | $12.4M | Buy |
55,967
+1,360
| +2% | +$302K | 9.1% | 1 |
|
|
2024
Q4 | $13.7M | Sell |
54,607
-1,809
| -3% | -$453K | 9.55% | 1 |
|
|
2024
Q3 | $13.1M | Sell |
56,416
-528
| -0.9% | -$123K | 9.25% | 1 |
|
|
2024
Q2 | $12M | Sell |
56,944
-3,748
| -6% | -$789K | 8.68% | 1 |
|
|
2024
Q1 | $10.4M | Sell |
60,692
-227
| -0.4% | -$38.9K | 7.23% | 2 |
|
|
2023
Q4 | $11.7M | Sell |
60,919
-2,398
| -4% | -$462K | 8.68% | 1 |
|
|
2023
Q3 | $10.8M | Sell |
63,317
-667
| -1% | -$114K | 8.61% | 1 |
|
|
2023
Q2 | $12.4M | Sell |
63,984
-5,968
| -9% | -$1.16M | 9.37% | 1 |
|
|
2023
Q1 | $11.5M | Sell |
69,952
-401
| -0.6% | -$66.1K | 8.9% | 1 |
|
|
2022
Q4 | $9.14M | Sell |
70,353
-1,705
| -2% | -$222K | 7.47% | 1 |
|
|
2022
Q3 | $9.96M | Sell |
72,058
-1,491
| -2% | -$206K | 8.41% | 1 |
|
|
2022
Q2 | $10.1M | Sell |
73,549
-3,280
| -4% | -$448K | 7.75% | 1 |
|
|
2022
Q1 | $13.4M | Sell |
76,829
-2,117
| -3% | -$370K | 8.22% | 1 |
|
|
2021
Q4 | $14M | Sell |
78,946
-591
| -0.7% | -$105K | 8.13% | 1 |
|
|
2021
Q3 | $11.3M | Buy |
79,537
+1,541
| +2% | +$218K | 7.27% | 1 |
|
|
2021
Q2 | $10.7M | Buy |
77,996
+1,286
| +2% | +$176K | 7.11% | 1 |
|
|
2021
Q1 | $9.37M | Sell |
76,710
-668
| -0.9% | -$81.6K | 6.6% | 1 |
|
|
2020
Q4 | $10.3M | Sell |
77,378
-1,259
| -2% | -$167K | 7.88% | 1 |
|
|
2020
Q3 | $9.11M | Sell |
78,637
-3,343
| -4% | -$387K | 7.58% | 1 |
|
|
2020
Q2 | $7.48M | Buy |
81,980
+4,040
| +5% | +$368K | 6.99% | 1 |
|
|
2020
Q1 | $4.96M | Sell |
77,940
-5,500
| -7% | -$350K | 5.6% | 1 |
|
|
2019
Q4 | $6.13M | Sell |
83,440
-12,180
| -13% | -$894K | 5.32% | 1 |
|
|
2019
Q3 | $5.35M | Buy |
95,620
+380
| +0.4% | +$21.3K | 5.12% | 1 |
|
|
2019
Q2 | $4.71M | Sell |
95,240
-15,504
| -14% | -$767K | 4.33% | 1 |
|
|
2019
Q1 | $5.26M | Sell |
110,744
-15,900
| -13% | -$755K | 4.9% | 1 |
|
|
2018
Q4 | $4.99M | Sell |
126,644
-1,824
| -1% | -$71.9K | 5.34% | 1 |
|
|
2018
Q3 | $7.25M | Sell |
128,468
-1,944
| -1% | -$110K | 6.13% | 1 |
|
|
2018
Q2 | $6.04M | Sell |
130,412
-3,100
| -2% | -$143K | 5.44% | 1 |
|
|
2018
Q1 | $5.6M | Sell |
133,512
-652
| -0.5% | -$27.3K | 5.05% | 1 |
|
|
2017
Q4 | $5.68M | Sell |
134,164
-968
| -0.7% | -$41K | 5.08% | 1 |
|
|
2017
Q3 | $5.21M | Sell |
135,132
-14,212
| -10% | -$548K | 4.97% | 1 |
|
|
2017
Q2 | $5.38M | Buy |
149,344
+3,116
| +2% | +$112K | 5.18% | 1 |
|
|
2017
Q1 | $5.25M | Sell |
146,228
-33,640
| -19% | -$1.21M | 4.93% | 1 |
|
|
2016
Q4 | $5.21M | Buy |
+179,868
| New | +$5.21M | 5.17% | 1 |
|
|
2015
Q3 | $5.17M | Buy |
187,636
+1,044
| +0.6% | +$28.8K | 5.76% | 1 |
|
|
2015
Q2 | $5.85M | Buy |
186,592
+1,096
| +0.6% | +$34.4K | 6.01% | 1 |
|
|
2015
Q1 | $5.77M | Sell |
185,496
-6,140
| -3% | -$191K | 5.63% | 1 |
|
|
2014
Q4 | $5.29M | Buy |
+191,636
| New | +$5.29M | 5.24% | 1 |
|