Marotta Asset 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 | $1.55M | Sell |
7,558
-946
| -11% | -$194K | 0.31% | 49 |
|
|
2025
Q1 | $1.98M | Buy |
8,504
+248
| +3% | +$57.8K | 0.39% | 47 |
|
|
2024
Q4 | $2.01M | Sell |
8,256
-248
| -3% | -$60.5K | 0.42% | 44 |
|
|
2024
Q3 | $1.98M | Sell |
8,504
-49
| -0.6% | -$11.4K | 0.39% | 47 |
|
|
2024
Q2 | $1.85M | Buy |
8,553
+204
| +2% | +$44.2K | 0.38% | 49 |
|
|
2024
Q1 | $1.43M | Sell |
8,349
-12
| -0.1% | -$2.06K | 0.3% | 51 |
|
|
2023
Q4 | $1.61M | Sell |
8,361
-1,096
| -12% | -$211K | 0.35% | 45 |
|
|
2023
Q3 | $1.62M | Sell |
9,457
-21
| -0.2% | -$3.6K | 0.37% | 41 |
|
|
2023
Q2 | $1.84M | Buy |
+9,478
| New | +$1.84M | 0.41% | 38 |
|
|
2022
Q4 | $1.25M | Sell |
9,619
-222
| -2% | -$28.8K | 0.3% | 44 |
|
|
2022
Q3 | $1.19M | Buy |
9,841
+81
| +0.8% | +$9.83K | 0.31% | 42 |
|
|
2022
Q2 | $1.05M | Sell |
9,760
-1,251
| -11% | -$135K | 0.26% | 47 |
|
|
2022
Q1 | $1.5M | Buy |
11,011
+1,814
| +20% | +$248K | 0.35% | 40 |
|
|
2021
Q4 | $1.63M | Sell |
9,197
-759
| -8% | -$135K | 0.37% | 39 |
|
|
2021
Q3 | $1.3M | Sell |
9,956
-1,317
| -12% | -$171K | 0.31% | 41 |
|
|
2021
Q2 | $998K | Sell |
11,273
-1,166
| -9% | -$103K | 0.24% | 42 |
|
|
2021
Q1 | $669K | Buy |
12,439
+3,968
| +47% | +$213K | 0.17% | 48 |
|
|
2020
Q4 | $1.12M | Buy |
8,471
+110
| +1% | +$14.6K | 0.3% | 39 |
|
|
2020
Q3 | $968K | Sell |
8,361
-1,179
| -12% | -$137K | 0.29% | 40 |
|
|
2020
Q2 | $651K | Sell |
9,540
-416
| -4% | -$28.4K | 0.21% | 44 |
|
|
2020
Q1 | $600K | Sell |
9,956
-884
| -8% | -$53.2K | 0.23% | 44 |
|
|
2019
Q4 | $836K | Buy |
+10,840
| New | +$836K | 0.26% | 46 |
|