Lynch & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.64M | Buy |
46,993
+177
| +0.4% | +$36.3K | 1.94% | 14 |
|
|
2025
Q1 | $10.4M | Sell |
46,816
-23
| -0% | -$5.11K | 2.25% | 12 |
|
|
2024
Q4 | $11.7M | Sell |
46,839
-793
| -2% | -$199K | 2.55% | 10 |
|
|
2024
Q3 | $11.1M | Sell |
47,632
-228
| -0.5% | -$53.1K | 2.35% | 10 |
|
|
2024
Q2 | $10.1M | Buy |
47,860
+1,442
| +3% | +$304K | 2.27% | 11 |
|
|
2024
Q1 | $7.96M | Sell |
46,418
-1,317
| -3% | -$226K | 1.84% | 16 |
|
|
2023
Q4 | $9.19M | Sell |
47,735
-92
| -0.2% | -$17.7K | 2.23% | 13 |
|
|
2023
Q3 | $8.19M | Buy |
47,827
+445
| +0.9% | +$76.2K | 2.16% | 15 |
|
|
2023
Q2 | $9.19M | Sell |
47,382
-927
| -2% | -$180K | 2.35% | 12 |
|
|
2023
Q1 | $7.97M | Buy |
48,309
+1,222
| +3% | +$202K | 2.09% | 15 |
|
|
2022
Q4 | $6.12M | Sell |
47,087
-372
| -0.8% | -$48.3K | 1.6% | 21 |
|
|
2022
Q3 | $6.56M | Sell |
47,459
-17
| -0% | -$2.35K | 1.92% | 14 |
|
|
2022
Q2 | $6.49M | Buy |
47,476
+1,020
| +2% | +$139K | 1.77% | 21 |
|
|
2022
Q1 | $8.11M | Buy |
46,456
+245
| +0.5% | +$42.8K | 1.96% | 17 |
|
|
2021
Q4 | $8.21M | Buy |
46,211
+4,054
| +10% | +$720K | 1.94% | 15 |
|
|
2021
Q3 | $5.97M | Buy |
42,157
+1,515
| +4% | +$214K | 1.55% | 22 |
|
|
2021
Q2 | $5.57M | Buy |
40,642
+5,076
| +14% | +$695K | 1.43% | 25 |
|
|
2021
Q1 | $4.34M | Buy |
35,566
+5,251
| +17% | +$641K | 1.17% | 33 |
|
|
2020
Q4 | $4.02M | Buy |
30,315
+2,298
| +8% | +$305K | 1.1% | 32 |
|
|
2020
Q3 | $3.25M | Buy |
28,017
+8,177
| +41% | +$947K | 0.97% | 32 |
|
|
2020
Q2 | $1.81M | Buy |
19,840
+6,740
| +51% | +$615K | 0.59% | 47 |
|
|
2020
Q1 | $833K | Buy |
13,100
+6,680
| +104% | +$425K | 0.31% | 57 |
|
|
2019
Q4 | $471K | Sell |
6,420
-20
| -0.3% | -$1.47K | 0.14% | 80 |
|
|
2019
Q3 | $361K | Sell |
6,440
-2,256
| -26% | -$126K | 0.11% | 83 |
|
|
2019
Q2 | $430K | Buy |
8,696
+2,000
| +30% | +$98.9K | 0.14% | 77 |
|
|
2019
Q1 | $318K | Buy |
+6,696
| New | +$318K | 0.11% | 81 |
|
|
2018
Q4 | – | Sell |
-5,068
| Closed | -$286K | – | 92 |
|
|
2018
Q3 | $286K | Buy |
+5,068
| New | +$286K | 0.1% | 84 |
|