MJP
Michael J. Puzo’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
77,591
-2,675
| -3% | -$549K | 4.54% | 3 |
|
|
2025
Q1 | $17.8M | Sell |
80,266
-3,543
| -4% | -$787K | 5.11% | 1 |
|
|
2024
Q4 | $21M | Sell |
83,809
-4,541
| -5% | -$1.14M | 5.87% | 1 |
|
|
2024
Q3 | $20.6M | Sell |
88,350
-558
| -0.6% | -$130K | 5.38% | 1 |
|
|
2024
Q2 | $18.7M | Sell |
88,908
-1,291
| -1% | -$272K | 5.2% | 1 |
|
|
2024
Q1 | $15.5M | Buy |
90,199
+3,856
| +4% | +$661K | 4.29% | 3 |
|
|
2023
Q4 | $16.6M | Sell |
86,343
-2,270
| -3% | -$437K | 5.28% | 1 |
|
|
2023
Q3 | $15.2M | Sell |
88,613
-2,918
| -3% | -$500K | 5.15% | 1 |
|
|
2023
Q2 | $17.8M | Sell |
91,531
-4,386
| -5% | -$851K | 5.62% | 1 |
|
|
2023
Q1 | $15.8M | Sell |
95,917
-578
| -0.6% | -$95.3K | 5.28% | 1 |
|
|
2022
Q4 | $12.5M | Sell |
96,495
-3,306
| -3% | -$430K | 4.53% | 1 |
|
|
2022
Q3 | $13.8M | Sell |
99,801
-6,235
| -6% | -$862K | 5.24% | 1 |
|
|
2022
Q2 | $14.5M | Sell |
106,036
-3,927
| -4% | -$537K | 5.15% | 1 |
|
|
2022
Q1 | $19.2M | Sell |
109,963
-8,070
| -7% | -$1.41M | 5.78% | 1 |
|
|
2021
Q4 | $21M | Buy |
118,033
+17
| +0% | +$3.02K | 5.92% | 1 |
|
|
2021
Q3 | $16.7M | Sell |
118,016
-6,399
| -5% | -$905K | 5.29% | 1 |
|
|
2021
Q2 | $17M | Sell |
124,415
-6,816
| -5% | -$933K | 5.29% | 1 |
|
|
2021
Q1 | $16M | Sell |
131,231
-8,686
| -6% | -$1.06M | 5.1% | 1 |
|
|
2020
Q4 | $18.6M | Sell |
139,917
-7,402
| -5% | -$982K | 6.06% | 1 |
|
|
2020
Q3 | $17.1M | Buy |
147,319
+106,014
| +257% | +$12.3M | 6.07% | 1 |
|
|
2020
Q2 | $15.1M | Sell |
41,305
-2,429
| -6% | -$886K | 5.64% | 1 |
|
|
2020
Q1 | $11.1M | Sell |
43,734
-2,543
| -5% | -$647K | 4.89% | 1 |
|
|
2019
Q4 | $13.6M | Sell |
46,277
-5,306
| -10% | -$1.56M | 4.86% | 1 |
|
|
2019
Q3 | $11.6M | Sell |
51,583
-813
| -2% | -$182K | 4.35% | 2 |
|
|
2019
Q2 | $10.4M | Buy |
52,396
+2,259
| +5% | +$447K | 3.85% | 4 |
|
|
2019
Q1 | $9.52M | Sell |
50,137
-543
| -1% | -$103K | 3.71% | 6 |
|
|
2018
Q4 | $7.99M | Sell |
50,680
-1,930
| -4% | -$304K | 3.55% | 8 |
|
|
2018
Q3 | $11.9M | Sell |
52,610
-498
| -0.9% | -$112K | 4.48% | 2 |
|
|
2018
Q2 | $9.83M | Sell |
53,108
-177
| -0.3% | -$32.8K | 4.16% | 3 |
|
|
2018
Q1 | $8.94M | Buy |
53,285
+1,729
| +3% | +$290K | 3.81% | 4 |
|
|
2017
Q4 | $8.73M | Buy |
51,556
+6,528
| +14% | +$1.1M | 3.6% | 7 |
|
|
2017
Q3 | $6.94M | Sell |
45,028
-430
| -0.9% | -$66.3K | 3.61% | 6 |
|
|
2017
Q2 | $6.55M | Buy |
45,458
+125
| +0.3% | +$18K | 3.53% | 6 |
|
|
2017
Q1 | $6.51M | Sell |
45,333
-192
| -0.4% | -$27.6K | 3.62% | 6 |
|
|
2016
Q4 | $5.27M | Buy |
45,525
+4,235
| +10% | +$491K | 3.05% | 11 |
|
|
2016
Q3 | $4.67M | Buy |
41,290
+1,502
| +4% | +$170K | 2.69% | 14 |
|
|
2016
Q2 | $3.8M | Buy |
39,788
+2,344
| +6% | +$224K | 2.51% | 14 |
|
|
2016
Q1 | $4.08M | Buy |
37,444
+2,077
| +6% | +$226K | 2.71% | 14 |
|
|
2015
Q4 | $3.73M | Buy |
35,367
+247
| +0.7% | +$26K | 2.6% | 14 |
|
|
2015
Q3 | $3.87M | Buy |
35,120
+1,456
| +4% | +$161K | 2.75% | 12 |
|
|
2015
Q2 | $4.22M | Buy |
33,664
+1,576
| +5% | +$198K | 2.72% | 11 |
|
|
2015
Q1 | $3.99M | Buy |
32,088
+2,513
| +8% | +$313K | 2.55% | 12 |
|
|
2014
Q4 | $3.26M | Buy |
29,575
+525
| +2% | +$57.9K | 2.14% | 16 |
|
|
2014
Q3 | $2.93M | Buy |
29,050
+1,397
| +5% | +$141K | 2.01% | 17 |
|
|
2014
Q2 | $2.57M | Buy |
27,653
+23,775
| +613% | +$2.21M | 1.78% | 19 |
|
|
2014
Q1 | $2.08M | Sell |
3,878
-20
| -0.5% | -$10.7K | 1.5% | 26 |
|
|
2013
Q4 | $2.19M | Buy |
3,898
+211
| +6% | +$118K | 1.6% | 22 |
|
|
2013
Q3 | $1.76M | Buy |
3,687
+417
| +13% | +$199K | 1.47% | 25 |
|
|
2013
Q2 | $1.3M | Buy |
+3,270
| New | +$1.3M | 1.14% | 32 |
|