Martin Capital Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
2,580
+836
+48% +$171K 0.21% 58
2025
Q1
$387K Sell
1,744
-356
-17% -$79K 0.46% 45
2024
Q4
$526K Sell
2,100
-1,236
-37% -$310K 0.62% 44
2024
Q3
$777K Buy
3,336
+1
+0% +$233 0.38% 48
2024
Q2
$702K Sell
3,335
-60
-2% -$12.6K 0.28% 51
2024
Q1
$582K Hold
3,395
0.22% 57
2023
Q4
$654K Hold
3,395
0.27% 53
2023
Q3
$581K Sell
3,395
-46
-1% -$7.87K 0.24% 56
2023
Q2
$667K Sell
3,441
-1,180
-26% -$229K 0.27% 57
2023
Q1
$762K Sell
4,621
-296
-6% -$48.8K 0.32% 48
2022
Q4
$639K Sell
4,917
-9,677
-66% -$1.26M 0.26% 53
2022
Q3
$2.02M Buy
14,594
+12,128
+492% +$1.68M 0.94% 42
2022
Q2
$337K Sell
2,466
-160
-6% -$21.9K 0.16% 60
2022
Q1
$459K Sell
2,626
-17,922
-87% -$3.13M 0.21% 53
2021
Q4
$3.65M Sell
20,548
-259
-1% -$46K 1.72% 32
2021
Q3
$2.94M Sell
20,807
-7,564
-27% -$1.07M 1.49% 37
2021
Q2
$3.89M Buy
28,371
+86
+0.3% +$11.8K 1.97% 28
2021
Q1
$3.46M Sell
28,285
-4,153
-13% -$507K 1.83% 28
2020
Q4
$4.3M Sell
32,438
-270
-0.8% -$35.8K 2.52% 20
2020
Q3
$3.79M Sell
32,708
-12,812
-28% -$1.48M 2.53% 18
2020
Q2
$4.15M Sell
45,520
-1,096
-2% -$99.9K 2.92% 11
2020
Q1
$2.96M Sell
46,616
-17,284
-27% -$1.1M 2.26% 22
2019
Q4
$4.69M Sell
63,900
-23,968
-27% -$1.76M 2.77% 11
2019
Q3
$4.92M Buy
87,868
+1,168
+1% +$65.4K 3.31% 5
2019
Q2
$4.29M Buy
86,700
+3,404
+4% +$168K 3.03% 9
2019
Q1
$3.96M Buy
83,296
+10,728
+15% +$510K 3.05% 9
2018
Q4
$2.86M Buy
72,568
+4,336
+6% +$171K 2.64% 14
2018
Q3
$3.85M Buy
68,232
+1,960
+3% +$111K 3.45% 3
2018
Q2
$3.07M Sell
66,272
-19,304
-23% -$893K 3.13% 10
2018
Q1
$3.59M Buy
85,576
+444
+0.5% +$18.6K 3.57% 5
2017
Q4
$3.6M Buy
+85,132
New +$3.6M 3.74% 5