McCollum Christoferson Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
87,311
-1,762
| -2% | -$362K | 5.33% | 3 |
|
|
2025
Q1 | $19.8M | Sell |
89,073
-1,196
| -1% | -$266K | 6.04% | 2 |
|
|
2024
Q4 | $22.6M | Sell |
90,269
-676
| -0.7% | -$169K | 6.68% | 1 |
|
|
2024
Q3 | $21.2M | Sell |
90,945
-642
| -0.7% | -$150K | 6.14% | 1 |
|
|
2024
Q2 | $19.3M | Sell |
91,587
-7,112
| -7% | -$1.5M | 5.74% | 2 |
|
|
2024
Q1 | $16.9M | Sell |
98,699
-1,938
| -2% | -$332K | 4.9% | 4 |
|
|
2023
Q4 | $19.4M | Sell |
100,637
-2,456
| -2% | -$473K | 5.86% | 1 |
|
|
2023
Q3 | $17.7M | Sell |
103,093
-3,274
| -3% | -$561K | 5.43% | 1 |
|
|
2023
Q2 | $20.6M | Sell |
106,367
-795
| -0.7% | -$154K | 5.88% | 1 |
|
|
2023
Q1 | $17.7M | Sell |
107,162
-3,227
| -3% | -$532K | 5.45% | 1 |
|
|
2022
Q4 | $14.3M | Sell |
110,389
-3,645
| -3% | -$474K | 4.54% | 1 |
|
|
2022
Q3 | $15.8M | Sell |
114,034
-1,363
| -1% | -$188K | 5.27% | 1 |
|
|
2022
Q2 | $15.8M | Sell |
115,397
-2,008
| -2% | -$275K | 4.81% | 1 |
|
|
2022
Q1 | $20.5M | Sell |
117,405
-3,163
| -3% | -$552K | 5.07% | 2 |
|
|
2021
Q4 | $21.4M | Sell |
120,568
-1,625
| -1% | -$289K | 4.82% | 2 |
|
|
2021
Q3 | $17.3M | Sell |
122,193
-4,771
| -4% | -$675K | 4.12% | 2 |
|
|
2021
Q2 | $17.4M | Sell |
126,964
-2,375
| -2% | -$325K | 4.13% | 2 |
|
|
2021
Q1 | $15.8M | Sell |
129,339
-13,469
| -9% | -$1.65M | 4.01% | 2 |
|
|
2020
Q4 | $18.9M | Sell |
142,808
-7,649
| -5% | -$1.01M | 4.85% | 1 |
|
|
2020
Q3 | $17.4M | Buy |
150,457
+5,505
| +4% | +$638K | 5% | 1 |
|
|
2020
Q2 | $13.2M | Sell |
144,952
-2,828
| -2% | -$258K | 4.29% | 2 |
|
|
2020
Q1 | $9.4M | Sell |
147,780
-5,568
| -4% | -$354K | 3.75% | 3 |
|
|
2019
Q4 | $11.3M | Sell |
153,348
-6,024
| -4% | -$442K | 3.78% | 1 |
|
|
2019
Q3 | $8.94M | Sell |
159,372
-2,288
| -1% | -$128K | 3.19% | 4 |
|
|
2019
Q2 | $8M | Sell |
161,660
-144
| -0.1% | -$7.13K | 2.82% | 8 |
|
|
2019
Q1 | $7.68M | Buy |
161,804
+4,684
| +3% | +$222K | 2.83% | 7 |
|
|
2018
Q4 | $6.2M | Buy |
157,120
+276
| +0.2% | +$10.9K | 2.62% | 11 |
|
|
2018
Q3 | $8.85M | Sell |
156,844
-1,236
| -0.8% | -$69.8K | 3.25% | 3 |
|
|
2018
Q2 | $7.32M | Buy |
158,080
+24
| +0% | +$1.11K | 2.98% | 3 |
|
|
2018
Q1 | $6.63M | Sell |
158,056
-2,472
| -2% | -$104K | 2.77% | 6 |
|
|
2017
Q4 | $6.79M | Buy |
+160,528
| New | +$6.79M | 2.81% | 6 |
|