Loring Wolcott & Coolidge Fiduciary Advisors’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 | $300M | Sell |
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|
2025
Q1 | $304M | Sell |
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|
2024
Q4 | $345M | Sell |
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|
2024
Q3 | $352M | Buy |
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|
2024
Q2 | $358M | Sell |
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|
2024
Q1 | $259M | Sell |
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|
2023
Q4 | $291M | Sell |
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|
2023
Q3 | $290M | Sell |
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|
2023
Q2 | $319M | Sell |
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|
2023
Q1 | $274M | Sell |
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|
2022
Q4 | $218M | Sell |
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|
2022
Q3 | $235M | Sell |
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|
2022
Q2 | $235M | Sell |
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|
2022
Q1 | $304M | Sell |
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|
2021
Q4 | $324M | Sell |
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|
2021
Q3 | $261M | Sell |
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|
2021
Q2 | $256M | Sell |
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|
2021
Q1 | $232M | Sell |
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|
2020
Q4 | $255M | Sell |
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|
2020
Q3 | $228M | Sell |
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|
2020
Q2 | $181M | Sell |
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|
2020
Q1 | $127M | Sell |
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|
2019
Q4 | $149M | Sell |
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|
2019
Q3 | $115M | Sell |
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|
2019
Q2 | $104M | Sell |
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|
2019
Q1 | $102M | Buy |
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|
2018
Q4 | $82.2M | Buy |
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|
2018
Q3 | $116M | Sell |
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|
2018
Q2 | $95.7M | Sell |
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|
2018
Q1 | $88.2M | Sell |
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|
2017
Q4 | $90.4M | Buy |
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|
2017
Q3 | $82.3M | Sell |
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|
2017
Q2 | $79.6M | Sell |
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|
2017
Q1 | $79M | Sell |
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|
2016
Q4 | $64.7M | Sell |
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|
2016
Q3 | $64.2M | Sell |
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|
2016
Q2 | $54.4M | Buy |
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|
2016
Q1 | $61.1M | Buy |
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|
2015
Q4 | $58.1M | Buy |
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|
2015
Q3 | $65M | Hold |
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|
2015
Q2 | $65M | Sell |
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|
2015
Q1 | $65.2M | Buy |
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|
2014
Q4 | $57.1M | Sell |
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|
2014
Q3 | $52.9M | Sell |
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|
2014
Q2 | $55.4M | Sell |
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|
2014
Q1 | $47.3M | Buy |
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|
2013
Q4 | $48.6M | Sell |
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|
2013
Q3 | $41.5M | Sell |
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|
2013
Q2 | $35.6M | Buy |
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