LCM
Liberty Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
88,540
-2,623
| -3% | -$538K | 3.67% | 2 |
|
|
2025
Q1 | $20.2M | Sell |
91,163
-692
| -0.8% | -$154K | 4.51% | 2 |
|
|
2024
Q4 | $23M | Sell |
91,855
-1,036
| -1% | -$259K | 5.1% | 2 |
|
|
2024
Q3 | $21.6M | Sell |
92,891
-1,836
| -2% | -$428K | 4.79% | 2 |
|
|
2024
Q2 | $20M | Buy |
94,727
+735
| +0.8% | +$155K | 4.73% | 2 |
|
|
2024
Q1 | $16.1M | Sell |
93,992
-2,404
| -2% | -$412K | 3.97% | 2 |
|
|
2023
Q4 | $18.6M | Sell |
96,396
-3,130
| -3% | -$603K | 4.87% | 2 |
|
|
2023
Q3 | $17M | Sell |
99,526
-2,271
| -2% | -$389K | 5.03% | 2 |
|
|
2023
Q2 | $19.7M | Buy |
101,797
+370
| +0.4% | +$71.8K | 5.92% | 1 |
|
|
2023
Q1 | $16.7M | Sell |
101,427
-953
| -0.9% | -$157K | 5.5% | 1 |
|
|
2022
Q4 | $13.3M | Sell |
102,380
-2,860
| -3% | -$372K | 4.61% | 1 |
|
|
2022
Q3 | $14.5M | Sell |
105,240
-689
| -0.7% | -$95.2K | 5.44% | 1 |
|
|
2022
Q2 | $14.5M | Sell |
105,929
-3,210
| -3% | -$439K | 5.15% | 1 |
|
|
2022
Q1 | $19.1M | Sell |
109,139
-855
| -0.8% | -$149K | 5.57% | 1 |
|
|
2021
Q4 | $19.5M | Sell |
109,994
-2,239
| -2% | -$398K | 5.27% | 1 |
|
|
2021
Q3 | $15.9M | Sell |
112,233
-917
| -0.8% | -$130K | 4.68% | 1 |
|
|
2021
Q2 | $15.5M | Sell |
113,150
-1,172
| -1% | -$161K | 4.71% | 1 |
|
|
2021
Q1 | $14M | Sell |
114,322
-829
| -0.7% | -$101K | 4.82% | 1 |
|
|
2020
Q4 | $15.3M | Buy |
+115,151
| New | +$15.3M | 5.54% | 1 |
|
|
2020
Q2 | $11.3M | Sell |
31,028
-1,184
| -4% | -$432K | 4.91% | 2 |
|
|
2020
Q1 | $8.19M | Sell |
32,212
-275
| -0.8% | -$69.9K | 4.27% | 2 |
|
|
2019
Q4 | $9.54M | Sell |
32,487
-333
| -1% | -$97.8K | 3.93% | 1 |
|
|
2019
Q3 | $7.35M | Sell |
32,820
-570
| -2% | -$128K | 3.24% | 2 |
|
|
2019
Q2 | $6.61M | Buy |
33,390
+1,353
| +4% | +$268K | 2.97% | 4 |
|
|
2019
Q1 | $6.09M | Buy |
32,037
+414
| +1% | +$78.6K | 3.07% | 4 |
|
|
2018
Q4 | $4.99M | Buy |
31,623
+12
| +0% | +$1.89K | 3.07% | 3 |
|
|
2018
Q3 | $7.14M | Sell |
31,611
-261
| -0.8% | -$58.9K | 3.73% | 2 |
|
|
2018
Q2 | $5.9M | Buy |
31,872
+61
| +0.2% | +$11.3K | 3.45% | 2 |
|
|
2018
Q1 | $5.34M | Sell |
31,811
-335
| -1% | -$56.2K | 3.23% | 4 |
|
|
2017
Q4 | $5.69M | Sell |
32,146
-40
| -0.1% | -$7.08K | 3.01% | 2 |
|
|
2017
Q3 | $5.03M | Buy |
32,186
+112
| +0.3% | +$17.5K | 2.76% | 2 |
|
|
2017
Q2 | $4.67M | Sell |
32,074
-705
| -2% | -$103K | 2.83% | 3 |
|
|
2017
Q1 | $4.71M | Sell |
32,779
-454
| -1% | -$65.2K | 2.83% | 2 |
|
|
2016
Q4 | $3.98M | Buy |
33,233
+295
| +0.9% | +$35.3K | 2.58% | 5 |
|
|
2016
Q3 | $3.72M | Buy |
+32,938
| New | +$3.72M | 2.42% | 4 |
|
|
2015
Q1 | – | Sell |
-42,243
| Closed | -$4.66M | – | 104 |
|
|
2014
Q4 | $4.66M | Sell |
42,243
-58
| -0.1% | -$6.4K | 3.24% | 2 |
|
|
2014
Q3 | $4.26M | Sell |
42,301
-635
| -1% | -$64K | 3.09% | 1 |
|
|
2014
Q2 | $3.99M | Buy |
42,936
+36,613
| +579% | +$3.4M | 2.82% | 2 |
|
|
2014
Q1 | $3.39M | Buy |
6,323
+16
| +0.3% | +$8.59K | 2.49% | 6 |
|
|
2013
Q4 | $3.54M | Sell |
6,307
-29
| -0.5% | -$16.3K | 2.53% | 5 |
|
|
2013
Q3 | $3.02M | Buy |
6,336
+20
| +0.3% | +$9.54K | 2.39% | 6 |
|
|
2013
Q2 | $2.5M | Buy |
+6,316
| New | +$2.5M | 2.16% | 12 |
|