McAdam LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.7M | Buy |
89,389
+4,770
| +6% | +$1.24M | 1.02% | 17 |
|
|
2025
Q4 | $23M | Buy |
84,619
+2,070
| +3% | +$556K | 1.05% | 16 |
|
|
2025
Q3 | $21M | Buy |
82,549
+2,286
| +3% | +$516K | 1.04% | 16 |
|
|
2025
Q2 | $16.5M | Buy |
80,263
+5,585
| +7% | +$1.13M | 0.9% | 18 |
|
|
2025
Q1 | $16.6M | Sell |
74,678
-6,917
| -8% | -$1.6M | 1.03% | 16 |
|
|
2024
Q4 | $20.4M | Buy |
81,595
+3,210
| +4% | +$757K | 1.11% | 15 |
|
|
2024
Q3 | $18.3M | Buy |
78,385
+4,883
| +7% | +$1.09M | 1.02% | 16 |
|
|
2024
Q2 | $15.5M | Buy |
73,502
+4,895
| +7% | +$913K | 0.93% | 18 |
|
|
2024
Q1 | $11.8M | Buy |
68,607
+3,203
| +5% | +$582K | 0.75% | 22 |
|
|
2023
Q4 | $12.6M | Buy |
65,404
+1,948
| +3% | +$360K | 0.91% | 20 |
|
|
2023
Q3 | $10.9M | Buy |
63,456
+1,851
| +3% | +$339K | 0.89% | 22 |
|
|
2023
Q2 | $11.9M | Buy |
61,605
+1,819
| +3% | +$317K | 0.99% | 20 |
|
|
2023
Q1 | $9.86M | Buy |
59,786
+12,233
| +26% | +$1.8M | 0.89% | 19 |
|
|
2022
Q4 | $8.44M | Sell |
47,553
-4,489
| -9% | -$642K | 0.83% | 23 |
|
|
2022
Q3 | $7.19M | Buy |
52,042
+156
| +0.3% | +$24.5K | 0.78% | 23 |
|
|
2022
Q2 | $7.09M | Buy |
51,886
+2,149
| +4% | +$325K | 0.75% | 25 |
|
|
2022
Q1 | $8.69M | Buy |
49,737
+2,184
| +5% | +$367K | 0.82% | 22 |
|
|
2021
Q4 | $8.44M | Sell |
47,553
-906
| -2% | -$143K | 0.83% | 23 |
|
|
2021
Q3 | $6.86M | Buy |
48,459
+3,511
| +8% | +$517K | 0.76% | 25 |
|
|
2021
Q2 | $6.55M | Buy |
44,948
+4,847
| +12% | +$628K | 0.74% | 26 |
|
|
2021
Q1 | $4.9M | Buy |
40,101
+2,403
| +6% | +$308K | 0.69% | 24 |
|
|
2020
Q4 | $4.86M | Buy |
37,698
+4,451
| +13% | +$535K | 0.74% | 22 |
|
|
2020
Q3 | $3.85M | Sell |
33,247
-585
| -2% | -$63.8K | 0.73% | 25 |
|
|
2020
Q2 | $3.08M | Buy |
33,832
+520
| +2% | +$40.3K | 0.66% | 29 |
|
|
2020
Q1 | $2.12M | Buy |
33,312
+10,156
| +44% | +$747K | 0.57% | 32 |
|
|
2019
Q4 | $1.7M | Buy |
23,156
+320
| +1% | +$20.6K | 0.41% | 34 |
|
|
2019
Q3 | $1.28M | Sell |
22,836
-1,544
| -6% | -$80.7K | 0.35% | 35 |
|
|
2019
Q2 | $1.21M | Buy |
24,380
+1,028
| +4% | +$50.1K | 0.36% | 34 |
|
|
2019
Q1 | $1.11M | Buy |
23,352
+1,276
| +6% | +$54.1K | 0.37% | 35 |
|
|
2018
Q4 | $871K | Buy |
22,076
+304
| +1% | +$14.7K | 0.34% | 36 |
|
|
2018
Q3 | $1.25M | Sell |
21,772
-808
| -4% | -$42.1K | 0.46% | 30 |
|
|
2018
Q2 | $1.04M | Sell |
22,580
-652
| -3% | -$29.6K | 0.43% | 29 |
|
|
2018
Q1 | $974K | Buy |
23,232
+8,152
| +54% | +$351K | 0.45% | 28 |
|
|
2017
Q4 | $581K | Hold |
15,080
| – | – | 0.41% | 28 |
|
|
2017
Q3 | $581K | Buy |
15,080
+644
| +4% | +$25K | 0.41% | 28 |
|
|
2017
Q2 | $520K | Buy |
14,436
+1,152
| +9% | +$42.6K | 0.42% | 28 |
|
|
2017
Q1 | $477K | Buy |
13,284
+520
| +4% | +$17.1K | 0.45% | 28 |
|
|
2016
Q4 | $370K | Buy |
+12,764
| New | +$362K | 0.37% | 31 |
|
Other funds holding AAPL
VCM
VPM
