Mendel Money 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 | $3.59M | Sell |
17,516
-239
| -1% | -$49K | 1.59% | 21 |
|
|
2025
Q1 | $3.94M | Buy |
17,755
+178
| +1% | +$39.5K | 1.87% | 15 |
|
|
2024
Q4 | $4.4M | Sell |
17,577
-454
| -3% | -$114K | 1.97% | 15 |
|
|
2024
Q3 | $4.2M | Sell |
18,031
-176
| -1% | -$41K | 1.82% | 19 |
|
|
2024
Q2 | $3.83M | Sell |
18,207
-194
| -1% | -$40.9K | 1.8% | 18 |
|
|
2024
Q1 | $3.16M | Buy |
18,401
+59
| +0.3% | +$10.1K | 1.46% | 25 |
|
|
2023
Q4 | $3.53M | Sell |
18,342
-310
| -2% | -$59.7K | 1.7% | 21 |
|
|
2023
Q3 | $3.19M | Sell |
18,652
-1,366
| -7% | -$234K | 1.71% | 21 |
|
|
2023
Q2 | $3.88M | Sell |
20,018
-771
| -4% | -$150K | 2% | 19 |
|
|
2023
Q1 | $3.43M | Sell |
20,789
-507
| -2% | -$83.7K | 1.85% | 22 |
|
|
2022
Q4 | $2.77M | Sell |
21,296
-1,034
| -5% | -$134K | 1.57% | 23 |
|
|
2022
Q3 | $3.09M | Sell |
22,330
-65
| -0.3% | -$8.98K | 1.92% | 22 |
|
|
2022
Q2 | $3.06M | Sell |
22,395
-335
| -1% | -$45.8K | 1.82% | 22 |
|
|
2022
Q1 | $3.97M | Buy |
22,730
+17,247
| +315% | +$3.01M | 1.94% | 21 |
|
|
2021
Q4 | $974K | Sell |
5,483
-70
| -1% | -$12.4K | 0.56% | 37 |
|
|
2021
Q3 | $786K | Buy |
5,553
+550
| +11% | +$77.9K | 0.49% | 37 |
|
|
2021
Q2 | $685K | Sell |
5,003
-10
| -0.2% | -$1.37K | 0.43% | 39 |
|
|
2021
Q1 | $612K | Buy |
5,013
+1,385
| +38% | +$169K | 0.4% | 41 |
|
|
2020
Q4 | $481K | Sell |
3,628
-10
| -0.3% | -$1.33K | 0.34% | 43 |
|
|
2020
Q3 | $421K | Sell |
3,638
-22
| -0.6% | -$2.55K | 0.33% | 43 |
|
|
2020
Q2 | $334K | Buy |
+3,660
| New | +$334K | 0.29% | 44 |
|
|
2019
Q4 | $313K | Sell |
4,260
-220
| -5% | -$16.2K | 0.27% | 45 |
|
|
2019
Q3 | $251K | Sell |
4,480
-56
| -1% | -$3.14K | 0.23% | 48 |
|
|
2019
Q2 | $224K | Buy |
+4,536
| New | +$224K | 0.21% | 47 |
|
|
2018
Q3 | $268K | Buy |
+4,744
| New | +$268K | 0.26% | 41 |
|
|
2015
Q2 | $260K | Hold |
8,288
| – | – | 0.24% | 49 |
|
|
2015
Q1 | $258K | Hold |
8,288
| – | – | 0.24% | 45 |
|
|
2014
Q4 | $229K | Hold |
8,288
| – | – | 0.22% | 48 |
|
|
2014
Q3 | $209K | Buy |
+8,288
| New | +$209K | 0.2% | 49 |
|