Miller Investment 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 | $1.93M | Sell |
9,418
-45
| -0.5% | -$9.23K | 0.2% | 43 |
|
|
2025
Q1 | $2.1M | Sell |
9,463
-40
| -0.4% | -$8.89K | 0.23% | 41 |
|
|
2024
Q4 | $2.38M | Hold |
9,503
| – | – | 0.26% | 37 |
|
|
2024
Q3 | $2.21M | Hold |
9,503
| – | – | 0.23% | 39 |
|
|
2024
Q2 | $2M | Hold |
9,503
| – | – | 0.24% | 45 |
|
|
2024
Q1 | $1.63M | Sell |
9,503
-141
| -1% | -$24.2K | 0.21% | 51 |
|
|
2023
Q4 | $1.86M | Hold |
9,644
| – | – | 0.26% | 43 |
|
|
2023
Q3 | $1.65M | Hold |
9,644
| – | – | 0.26% | 42 |
|
|
2023
Q2 | $1.87M | Hold |
9,644
| – | – | 0.29% | 40 |
|
|
2023
Q1 | $1.59M | Sell |
9,644
-1,474
| -13% | -$243K | 0.26% | 43 |
|
|
2022
Q4 | $1.44M | Hold |
11,118
| – | – | 0.25% | 48 |
|
|
2022
Q3 | $1.54M | Sell |
11,118
-80
| -0.7% | -$11.1K | 0.32% | 39 |
|
|
2022
Q2 | $1.53M | Hold |
11,198
| – | – | 0.31% | 41 |
|
|
2022
Q1 | $1.96M | Sell |
11,198
-9
| -0.1% | -$1.57K | 0.31% | 39 |
|
|
2021
Q4 | $1.99M | Hold |
11,207
| – | – | 0.28% | 39 |
|
|
2021
Q3 | $1.59M | Sell |
11,207
-22,396
| -67% | -$3.17M | 0.27% | 41 |
|
|
2021
Q2 | $4.6M | Sell |
33,603
-240
| -0.7% | -$32.9K | 0.8% | 13 |
|
|
2021
Q1 | $4.13M | Sell |
33,843
-21
| -0.1% | -$2.57K | 0.76% | 13 |
|
|
2020
Q4 | $4.49M | Sell |
33,864
-36
| -0.1% | -$4.78K | 0.84% | 11 |
|
|
2020
Q3 | $3.93M | Hold |
33,900
| – | – | 0.96% | 7 |
|
|
2020
Q2 | $3.09M | Sell |
33,900
-12
| -0% | -$1.1K | 0.91% | 7 |
|
|
2020
Q1 | $2.16M | Sell |
33,912
-20
| -0.1% | -$1.27K | 0.69% | 10 |
|
|
2019
Q4 | $2.49M | Buy |
33,932
+252
| +0.7% | +$18.5K | 0.55% | 19 |
|
|
2019
Q3 | $1.89M | Hold |
33,680
| – | – | 0.43% | 29 |
|
|
2019
Q2 | $1.67M | Hold |
33,680
| – | – | 0.38% | 32 |
|
|
2019
Q1 | $1.6M | Sell |
33,680
-8,456
| -20% | -$401K | 0.42% | 31 |
|
|
2018
Q4 | $1.66M | Hold |
42,136
| – | – | 0.49% | 26 |
|
|
2018
Q3 | $2.38M | Hold |
42,136
| – | – | 0.72% | 16 |
|
|
2018
Q2 | $1.95M | Buy |
42,136
+25,136
| +148% | +$1.16M | 0.59% | 23 |
|
|
2018
Q1 | $713K | Buy |
17,000
+120
| +0.7% | +$5.03K | 0.23% | 43 |
|
|
2017
Q4 | $714K | Hold |
16,880
| – | – | 0.22% | 45 |
|
|
2017
Q3 | $650K | Hold |
16,880
| – | – | 0.21% | 46 |
|
|
2017
Q2 | $608K | Hold |
16,880
| – | – | 0.22% | 46 |
|
|
2017
Q1 | $606K | Hold |
16,880
| – | – | 0.22% | 43 |
|
|
2016
Q4 | $489K | Hold |
16,880
| – | – | 0.16% | 49 |
|
|
2016
Q3 | $477K | Sell |
16,880
-144
| -0.8% | -$4.07K | 0.17% | 49 |
|
|
2016
Q2 | $407K | Sell |
17,024
-1,904
| -10% | -$45.5K | 0.16% | 50 |
|
|
2016
Q1 | $516K | Hold |
18,928
| – | – | 0.23% | 43 |
|
|
2015
Q4 | $498K | Hold |
18,928
| – | – | 0.19% | 45 |
|
|
2015
Q3 | $522K | Hold |
18,928
| – | – | 0.21% | 43 |
|
|
2015
Q2 | $594K | Sell |
18,928
-5,144
| -21% | -$161K | 0.22% | 45 |
|
|
2015
Q1 | $749K | Buy |
+24,072
| New | +$749K | 0.27% | 41 |
|
|
2014
Q1 | – | Sell |
-10,248
| Closed | -$205K | – | 78 |
|
|
2013
Q4 | $205K | Buy |
+10,248
| New | +$205K | 0.11% | 70 |
|