Monarch Capital 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 | $13.7M | Buy |
66,967
+2,920
| +5% | +$599K | 3.69% | 2 |
|
|
2025
Q1 | $14.2M | Sell |
64,047
-1,802
| -3% | -$400K | 3.95% | 2 |
|
|
2024
Q4 | $16.5M | Buy |
65,849
+259
| +0.4% | +$64.9K | 4.52% | 2 |
|
|
2024
Q3 | $15.3M | Buy |
65,590
+593
| +0.9% | +$138K | 4.11% | 2 |
|
|
2024
Q2 | $13.7M | Sell |
64,997
-1,969
| -3% | -$415K | 4.02% | 3 |
|
|
2024
Q1 | $11.5M | Sell |
66,966
-31
| -0% | -$5.32K | 3.24% | 4 |
|
|
2023
Q4 | $12.9M | Sell |
66,997
-2,492
| -4% | -$480K | 3.91% | 3 |
|
|
2023
Q3 | $11.9M | Sell |
69,489
-933
| -1% | -$160K | 3.82% | 3 |
|
|
2023
Q2 | $13.7M | Sell |
70,422
-2,415
| -3% | -$468K | 4.14% | 3 |
|
|
2023
Q1 | $12M | Sell |
72,837
-1,081
| -1% | -$178K | 3.69% | 3 |
|
|
2022
Q4 | $9.6M | Sell |
73,918
-7,510
| -9% | -$976K | 2.95% | 8 |
|
|
2022
Q3 | $11.3M | Sell |
81,428
-2,455
| -3% | -$339K | 3.67% | 4 |
|
|
2022
Q2 | $11.5M | Sell |
83,883
-678
| -0.8% | -$92.7K | 3.42% | 4 |
|
|
2022
Q1 | $14.8M | Sell |
84,561
-1,605
| -2% | -$280K | 3.91% | 2 |
|
|
2021
Q4 | $15.3M | Buy |
86,166
+1,268
| +1% | +$225K | 3.92% | 3 |
|
|
2021
Q3 | $12M | Buy |
84,898
+5,511
| +7% | +$780K | 3.34% | 4 |
|
|
2021
Q2 | $10.9M | Sell |
79,387
-99
| -0.1% | -$13.6K | 3.11% | 5 |
|
|
2021
Q1 | $9.71M | Sell |
79,486
-440
| -0.6% | -$53.7K | 2.88% | 8 |
|
|
2020
Q4 | $10.6M | Sell |
79,926
-3,251
| -4% | -$431K | 3.34% | 4 |
|
|
2020
Q3 | $9.63M | Sell |
83,177
-3,975
| -5% | -$460K | 3.35% | 6 |
|
|
2020
Q2 | $7.95M | Sell |
87,152
-3,572
| -4% | -$326K | 2.9% | 8 |
|
|
2020
Q1 | $5.77M | Sell |
90,724
-180
| -0.2% | -$11.4K | 2.35% | 17 |
|
|
2019
Q4 | $6.67M | Buy |
90,904
+520
| +0.6% | +$38.2K | 2.18% | 18 |
|
|
2019
Q3 | $5.06M | Buy |
90,384
+632
| +0.7% | +$35.4K | 1.77% | 24 |
|
|
2019
Q2 | $4.44M | Buy |
89,752
+120
| +0.1% | +$5.94K | 1.59% | 27 |
|
|
2019
Q1 | $4.26M | Buy |
89,632
+1,900
| +2% | +$90.2K | 1.54% | 28 |
|
|
2018
Q4 | $3.46M | Buy |
87,732
+6,000
| +7% | +$237K | 1.4% | 28 |
|
|
2018
Q3 | $4.61M | Sell |
81,732
-1,632
| -2% | -$92.1K | 1.67% | 27 |
|
|
2018
Q2 | $3.86M | Buy |
83,364
+1,216
| +1% | +$56.3K | 1.48% | 29 |
|
|
2018
Q1 | $3.45M | Buy |
82,148
+5,640
| +7% | +$237K | 1.33% | 34 |
|
|
2017
Q4 | $3.24M | Sell |
76,508
-5,036
| -6% | -$213K | 1.2% | 35 |
|
|
2017
Q3 | $3.14M | Sell |
81,544
-460
| -0.6% | -$17.7K | 1.17% | 36 |
|
|
2017
Q2 | $2.95M | Sell |
82,004
-1,408
| -2% | -$50.7K | 1.12% | 36 |
|
|
2017
Q1 | $3M | Buy |
83,412
+188
| +0.2% | +$6.75K | 1.1% | 38 |
|
|
2016
Q4 | $2.41M | Buy |
83,224
+22,140
| +36% | +$641K | 0.9% | 41 |
|
|
2016
Q3 | $1.73M | Buy |
61,084
+44,480
| +268% | +$1.26M | 0.65% | 47 |
|
|
2016
Q2 | $397K | Buy |
16,604
+1,400
| +9% | +$33.5K | 0.15% | 77 |
|
|
2016
Q1 | $414K | Buy |
15,204
+3,956
| +35% | +$108K | 0.15% | 79 |
|
|
2015
Q4 | $296K | Hold |
11,248
| – | – | 0.11% | 84 |
|
|
2015
Q3 | $310K | Buy |
11,248
+588
| +6% | +$16.2K | 0.13% | 84 |
|
|
2015
Q2 | $334K | Buy |
10,660
+400
| +4% | +$12.5K | 0.13% | 83 |
|
|
2015
Q1 | $319K | Buy |
10,260
+20
| +0.2% | +$622 | 0.12% | 83 |
|
|
2014
Q4 | $283K | Sell |
10,240
-1,380
| -12% | -$38.1K | 0.11% | 85 |
|
|
2014
Q3 | $293K | Buy |
+11,620
| New | +$293K | 0.12% | 83 |
|