Mawer Investment 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 | $812K | Hold |
3,960
| – | – | ﹤0.01% | 108 |
|
|
2025
Q1 | $880K | Hold |
3,960
| – | – | ﹤0.01% | 103 |
|
|
2024
Q4 | $992K | Buy |
3,960
+1,000
| +34% | +$250K | ﹤0.01% | 96 |
|
|
2024
Q3 | $690K | Hold |
2,960
| – | – | ﹤0.01% | 100 |
|
|
2024
Q2 | $623K | Hold |
2,960
| – | – | ﹤0.01% | 104 |
|
|
2024
Q1 | $508K | Buy |
2,960
+140
| +5% | +$24K | ﹤0.01% | 104 |
|
|
2023
Q4 | $543K | Hold |
2,820
| – | – | ﹤0.01% | 105 |
|
|
2023
Q3 | $483K | Hold |
2,820
| – | – | ﹤0.01% | 103 |
|
|
2023
Q2 | $547K | Hold |
2,820
| – | – | ﹤0.01% | 100 |
|
|
2023
Q1 | $465K | Hold |
2,820
| – | – | ﹤0.01% | 102 |
|
|
2022
Q4 | $366K | Buy |
+2,820
| New | +$366K | ﹤0.01% | 109 |
|
|
2022
Q3 | – | Sell |
-1,520
| Closed | -$208K | – | 107 |
|
|
2022
Q2 | $208K | Hold |
1,520
| – | – | ﹤0.01% | 104 |
|
|
2022
Q1 | $265K | Hold |
1,520
| – | – | ﹤0.01% | 108 |
|
|
2021
Q4 | $270K | Hold |
1,520
| – | – | ﹤0.01% | 117 |
|
|
2021
Q3 | $215K | Hold |
1,520
| – | – | ﹤0.01% | 107 |
|
|
2021
Q2 | $208K | Buy |
+1,520
| New | +$208K | ﹤0.01% | 96 |
|
|
2018
Q4 | – | Sell |
-4,000
| Closed | -$226K | – | 110 |
|
|
2018
Q3 | $226K | Buy |
+4,000
| New | +$226K | ﹤0.01% | 110 |
|