Lunt Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
2,723
+28
| +1% | +$5.75K | 0.21% | 63 |
|
|
2025
Q1 | $599K | Hold |
2,695
| – | – | 0.22% | 55 |
|
|
2024
Q4 | $675K | Sell |
2,695
-52
| -2% | -$13K | 0.26% | 47 |
|
|
2024
Q3 | $640K | Hold |
2,747
| – | – | 0.3% | 54 |
|
|
2024
Q2 | $579K | Hold |
2,747
| – | – | 0.29% | 55 |
|
|
2024
Q1 | $471K | Sell |
2,747
-1,200
| -30% | -$206K | 0.23% | 62 |
|
|
2023
Q4 | $760K | Sell |
3,947
-187
| -5% | -$36K | 0.39% | 48 |
|
|
2023
Q3 | $708K | Sell |
4,134
-703
| -15% | -$120K | 0.37% | 45 |
|
|
2023
Q2 | $938K | Buy |
+4,837
| New | +$938K | 0.51% | 43 |
|