LIM
Loudon Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
16,976
-290
| -2% | -$59.5K | 1.93% | 16 |
|
|
2025
Q1 | $3.84M | Hold |
17,266
| – | – | 2.19% | 17 |
|
|
2024
Q4 | $4.32M | Hold |
17,266
| – | – | 2.46% | 12 |
|
|
2024
Q3 | $4.02M | Sell |
17,266
-65
| -0.4% | -$15.1K | 2.2% | 18 |
|
|
2024
Q2 | $3.65M | Sell |
17,331
-722
| -4% | -$152K | 2.15% | 18 |
|
|
2024
Q1 | $3.1M | Buy |
18,053
+113
| +0.6% | +$19.4K | 1.78% | 20 |
|
|
2023
Q4 | $3.45M | Sell |
17,940
-136
| -0.8% | -$26.2K | 2.14% | 16 |
|
|
2023
Q3 | $3.09M | Sell |
18,076
-15
| -0.1% | -$2.57K | 2.13% | 16 |
|
|
2023
Q2 | $3.51M | Sell |
18,091
-410
| -2% | -$79.5K | 2.31% | 12 |
|
|
2023
Q1 | $3.05M | Sell |
18,501
-1,620
| -8% | -$267K | 2.11% | 16 |
|
|
2022
Q4 | $2.61M | Buy |
20,121
+165
| +0.8% | +$21.4K | 1.89% | 18 |
|
|
2022
Q3 | $2.76M | Hold |
19,956
| – | – | 2.19% | 15 |
|
|
2022
Q2 | $2.73M | Buy |
19,956
+482
| +2% | +$65.9K | 2.04% | 17 |
|
|
2022
Q1 | $3.4M | Sell |
19,474
-1,598
| -8% | -$279K | 2.24% | 13 |
|
|
2021
Q4 | $3.74M | Sell |
21,072
-22
| -0.1% | -$3.91K | 2.39% | 12 |
|
|
2021
Q3 | $2.99M | Sell |
21,094
-575
| -3% | -$81.4K | 2.12% | 15 |
|
|
2021
Q2 | $2.97M | Sell |
21,669
-567
| -3% | -$77.7K | 2.02% | 16 |
|
|
2021
Q1 | $2.72M | Sell |
22,236
-30
| -0.1% | -$3.66K | 1.95% | 19 |
|
|
2020
Q4 | $2.95M | Sell |
22,266
-2,588
| -10% | -$343K | 2.31% | 15 |
|
|
2020
Q3 | $2.88M | Buy |
24,854
+18,536
| +293% | +$2.15M | 2.43% | 14 |
|
|
2020
Q2 | $2.31M | Buy |
6,318
+200
| +3% | +$73K | 1.99% | 16 |
|
|
2020
Q1 | $1.56M | Hold |
6,118
| – | – | 1.63% | 18 |
|
|
2019
Q4 | $1.8M | Buy |
6,118
+76
| +1% | +$22.3K | 1.4% | 25 |
|
|
2019
Q3 | $1.35M | Sell |
6,042
-143
| -2% | -$32K | 1.14% | 36 |
|
|
2019
Q2 | $1.22M | Hold |
6,185
| – | – | 1.04% | 38 |
|
|
2019
Q1 | $1.18M | Buy |
6,185
+1,480
| +31% | +$281K | 1.03% | 35 |
|
|
2018
Q4 | $742K | Buy |
4,705
+1,836
| +64% | +$290K | 0.7% | 43 |
|
|
2018
Q3 | $648K | Buy |
2,869
+25
| +0.9% | +$5.65K | 0.52% | 55 |
|
|
2018
Q2 | $526K | Buy |
2,844
+195
| +7% | +$36.1K | 0.42% | 58 |
|
|
2018
Q1 | $444K | Sell |
2,649
-50
| -2% | -$8.38K | 0.35% | 61 |
|
|
2017
Q4 | $457K | Hold |
2,699
| – | – | 0.35% | 61 |
|
|
2017
Q3 | $416K | Sell |
2,699
-318
| -11% | -$49K | 0.33% | 62 |
|
|
2017
Q2 | $435K | Sell |
3,017
-177
| -6% | -$25.5K | 0.33% | 63 |
|
|
2017
Q1 | $459K | Sell |
3,194
-1,045
| -25% | -$150K | 0.35% | 61 |
|
|
2016
Q4 | $491K | Sell |
4,239
-61
| -1% | -$7.07K | 0.38% | 54 |
|
|
2016
Q3 | $486K | Sell |
4,300
-56
| -1% | -$6.33K | 0.38% | 52 |
|
|
2016
Q2 | $416K | Buy |
4,356
+20
| +0.5% | +$1.91K | 0.33% | 57 |
|
|
2016
Q1 | $473K | Buy |
4,336
+411
| +10% | +$44.8K | 0.38% | 48 |
|
|
2015
Q4 | $413K | Hold |
3,925
| – | – | 0.33% | 55 |
|
|
2015
Q3 | $433K | Hold |
3,925
| – | – | 0.37% | 49 |
|
|
2015
Q2 | $492K | Sell |
3,925
-255
| -6% | -$32K | 0.37% | 52 |
|
|
2015
Q1 | $520K | Sell |
4,180
-280
| -6% | -$34.8K | 0.39% | 52 |
|
|
2014
Q4 | $492K | Hold |
4,460
| – | – | 0.37% | 54 |
|
|
2014
Q3 | $449K | Sell |
4,460
-1,700
| -28% | -$171K | 0.32% | 59 |
|
|
2014
Q2 | $572K | Buy |
6,160
+5,330
| +642% | +$495K | 0.39% | 55 |
|
|
2014
Q1 | $445K | Hold |
830
| – | – | 0.32% | 63 |
|
|
2013
Q4 | $466K | Buy |
+830
| New | +$466K | 0.34% | 61 |
|