MS
Marshall & Sullivan’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Sell |
25,185
-3,978
| -14% | -$816K | 2.48% | 19 |
|
|
2025
Q1 | $6.48M | Buy |
29,163
+1,042
| +4% | +$231K | 3.29% | 10 |
|
|
2024
Q4 | $7.04M | Buy |
28,121
+761
| +3% | +$191K | 3.44% | 9 |
|
|
2024
Q3 | $6.37M | Buy |
27,360
+12
| +0% | +$2.8K | 3.06% | 13 |
|
|
2024
Q2 | $5.76M | Sell |
27,348
-119
| -0.4% | -$25.1K | 2.88% | 17 |
|
|
2024
Q1 | $4.71M | Buy |
27,467
+13
| +0% | +$2.23K | 2.33% | 24 |
|
|
2023
Q4 | $5.29M | Buy |
27,454
+13
| +0% | +$2.5K | 2.79% | 17 |
|
|
2023
Q3 | $4.7M | Sell |
27,441
-203
| -0.7% | -$34.8K | 2.74% | 18 |
|
|
2023
Q2 | $5.36M | Buy |
27,644
+646
| +2% | +$125K | 2.99% | 14 |
|
|
2023
Q1 | $4.45M | Buy |
26,998
+16
| +0.1% | +$2.64K | 2.7% | 19 |
|
|
2022
Q4 | $3.51M | Buy |
26,982
+10,271
| +61% | +$1.33M | 2.2% | 22 |
|
|
2022
Q3 | $2.31M | Sell |
16,711
-725
| -4% | -$100K | 1.6% | 28 |
|
|
2022
Q2 | $2.38M | Hold |
17,436
| – | – | 1.45% | 30 |
|
|
2022
Q1 | $3.05M | Buy |
17,436
+754
| +5% | +$132K | 1.7% | 27 |
|
|
2021
Q4 | $2.96M | Hold |
16,682
| – | – | 1.43% | 28 |
|
|
2021
Q3 | $2.36M | Buy |
16,682
+1,960
| +13% | +$277K | 1.23% | 28 |
|
|
2021
Q2 | $2.02M | Buy |
14,722
+2
| +0% | +$274 | 1.12% | 29 |
|
|
2021
Q1 | $1.8M | Buy |
14,720
+12,754
| +649% | +$1.56M | 1.08% | 29 |
|
|
2020
Q4 | $14.8K | Sell |
1,966
-12,854
| -87% | -$96.9K | 1.47% | 22 |
|
|
2020
Q3 | $1.72M | Buy |
14,820
+11,214
| +311% | +$1.3M | 1.16% | 28 |
|
|
2020
Q2 | $1.32M | Sell |
3,606
-200
| -5% | -$72.9K | 0.96% | 30 |
|
|
2020
Q1 | $968K | Hold |
3,806
| – | – | 0.86% | 31 |
|
|
2019
Q4 | $1.12M | Hold |
3,806
| – | – | 0.76% | 30 |
|
|
2019
Q3 | $852K | Hold |
3,806
| – | – | 0.63% | 32 |
|
|
2019
Q2 | $753K | Buy |
3,806
+795
| +26% | +$157K | 0.53% | 34 |
|
|
2019
Q1 | $572K | Sell |
3,011
-22
| -0.7% | -$4.18K | 0.42% | 35 |
|
|
2018
Q4 | $478K | Hold |
3,033
| – | – | 0.42% | 37 |
|
|
2018
Q3 | $685K | Hold |
3,033
| – | – | 0.5% | 37 |
|
|
2018
Q2 | $561K | Buy |
3,033
+84
| +3% | +$15.5K | 0.52% | 35 |
|
|
2018
Q1 | $495K | Sell |
2,949
-1,472
| -33% | -$247K | 0.4% | 37 |
|
|
2017
Q4 | $748K | Hold |
4,421
| – | – | 0.6% | 36 |
|
|
2017
Q3 | $747K | Hold |
4,421
| – | – | 0.69% | 35 |
|
|
2017
Q2 | $637K | Buy |
4,421
+175
| +4% | +$25.2K | 0.55% | 37 |
|
|
2017
Q1 | $659K | Hold |
4,246
| – | – | 0.57% | 36 |
|
|
2016
Q4 | $491K | Sell |
4,246
-28,288
| -87% | -$3.27M | 0.6% | 34 |
|
|
2016
Q3 | $3.68M | Sell |
32,534
-74
| -0.2% | -$8.36K | 4.73% | 2 |
|
|
2016
Q2 | $3.12M | Buy |
32,608
+60
| +0.2% | +$5.74K | 4.02% | 9 |
|
|
2016
Q1 | $3.55M | Buy |
32,548
+468
| +1% | +$51K | 4.51% | 3 |
|
|
2015
Q4 | $3.38M | Buy |
32,080
+304
| +1% | +$32K | 4.46% | 4 |
|
|
2015
Q3 | $3.69M | Buy |
31,776
+495
| +2% | +$57.5K | 4.81% | 2 |
|
|
2015
Q2 | $3.92M | Sell |
31,281
-1,177
| -4% | -$148K | 5.28% | 1 |
|
|
2015
Q1 | $4.04M | Sell |
32,458
-991
| -3% | -$123K | 5.19% | 1 |
|
|
2014
Q4 | $3.69M | Sell |
33,449
-1,679
| -5% | -$185K | 4.59% | 1 |
|
|
2014
Q3 | $3.54M | Buy |
35,128
+3,030
| +9% | +$305K | 4.97% | 1 |
|
|
2014
Q2 | $2.98M | Buy |
32,098
+27,697
| +629% | +$2.57M | 4.98% | 1 |
|
|
2014
Q1 | $2.36M | Buy |
4,401
+39
| +0.9% | +$20.9K | 4.26% | 4 |
|
|
2013
Q4 | $2.45M | Buy |
4,362
+148
| +4% | +$83K | 4.49% | 3 |
|
|
2013
Q3 | $2.01M | Sell |
4,214
-200
| -5% | -$95.3K | 3.76% | 7 |
|
|
2013
Q2 | $1.75M | Buy |
+4,414
| New | +$1.75M | 3.55% | 13 |
|