McBroom & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.52M | Hold |
38,375
| – | – | 4.88% | 8 |
|
|
2025
Q1 | $8.52M | Buy |
38,375
+695
| +2% | +$154K | 4.88% | 8 |
|
|
2024
Q4 | $9.44M | Buy |
37,680
+1,043
| +3% | +$261K | 5.34% | 7 |
|
|
2024
Q3 | $8.54M | Buy |
36,637
+396
| +1% | +$92.3K | 5.22% | 6 |
|
|
2024
Q2 | $7.63M | Buy |
36,241
+527
| +1% | +$111K | 4.78% | 9 |
|
|
2024
Q1 | $6.12M | Sell |
35,714
-266
| -0.7% | -$45.6K | 4.03% | 12 |
|
|
2023
Q4 | $6.93M | Sell |
35,980
-389
| -1% | -$74.9K | 5.05% | 7 |
|
|
2023
Q3 | $6.23M | Buy |
36,369
+206
| +0.6% | +$35.3K | 4.96% | 6 |
|
|
2023
Q2 | $7.01M | Buy |
36,163
+1,335
| +4% | +$259K | 5.53% | 3 |
|
|
2023
Q1 | $5.74M | Buy |
34,828
+1,130
| +3% | +$186K | 5.14% | 6 |
|
|
2022
Q4 | $4.38M | Sell |
33,698
-995
| -3% | -$129K | 4.75% | 8 |
|
|
2022
Q3 | $4.8M | Sell |
34,693
-2,055
| -6% | -$284K | 5.41% | 4 |
|
|
2022
Q2 | $5.02M | Sell |
36,748
-563
| -2% | -$77K | 5.47% | 5 |
|
|
2022
Q1 | $6.52M | Sell |
37,311
-1,456
| -4% | -$254K | 5.77% | 4 |
|
|
2021
Q4 | $6.88M | Buy |
+38,767
| New | +$6.88M | 5.18% | 7 |
|