Montag & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61M | Sell |
|
|||||
|
2025
Q1 | $69M | Sell |
|
|||||
|
2024
Q4 | $78.4M | Sell |
|
|||||
|
2024
Q3 | $73.5M | Sell |
|
|||||
|
2024
Q2 | $66.4M | Buy |
|
|||||
|
2024
Q1 | $52.4M | Sell |
|
|||||
|
2023
Q4 | $60.2M | Sell |
|
|||||
|
2023
Q3 | $53.8M | Sell |
|
|||||
|
2023
Q2 | $61.8M | Sell |
|
|||||
|
2023
Q1 | $53M | Sell |
|
|||||
|
2022
Q4 | $42.4M | Sell |
|
|||||
|
2022
Q3 | $48.5M | Buy |
|
|||||
|
2022
Q2 | $45M | Sell |
|
|||||
|
2022
Q1 | $62.2M | Sell |
|
|||||
|
2021
Q4 | $63.3M | Sell |
|
|||||
|
2021
Q3 | $50.9M | Buy |
|
|||||
|
2021
Q2 | $47.8M | Buy |
|
|||||
|
2021
Q1 | $41.6M | Buy |
|
|||||
|
2020
Q4 | $44.6M | Buy |
|
|||||
|
2020
Q3 | $38.3M | Sell |
|
|||||
|
2020
Q2 | $31.8M | Sell |
|
|||||
|
2020
Q1 | $22.4M | Buy |
|
|||||
|
2019
Q4 | $20M | Sell |
|
|||||
|
2019
Q3 | $15.5M | Sell |
|
|||||
|
2019
Q2 | $14M | Sell |
|
|||||
|
2019
Q1 | $13.5M | Sell |
|
|||||
|
2018
Q4 | $13.7M | Sell |
|
|||||
|
2018
Q3 | $20.7M | Buy |
|
|||||
|
2018
Q2 | $14.7M | Sell |
|
|||||
|
2018
Q1 | $13.4M | Sell |
|
|||||
|
2017
Q4 | $15.2M | Buy |
|
|||||
|
2017
Q3 | $13.6M | Sell |
|
|||||
|
2017
Q2 | $13.1M | Buy |
|
|||||
|
2017
Q1 | $12.6M | Sell |
|
|||||
|
2016
Q4 | $10.6M | Buy |
|
|||||
|
2016
Q3 | $9.44M | Sell |
|
|||||
|
2016
Q2 | $8.29M | Sell |
|
|||||
|
2016
Q1 | $15.2M | Buy |
|
|||||
|
2015
Q4 | $6.63M | Buy |
|
|||||
|
2015
Q3 | $6.35M | Buy |
|
|||||
|
2015
Q2 | $7.15M | Sell |
|
|||||
|
2015
Q1 | $7.32M | Sell |
|
|||||
|
2014
Q4 | $6.58M | Buy |
|
|||||
|
2014
Q3 | $5.99M | Sell |
|
|||||
|
2014
Q2 | $5.6M | Sell |
|
|||||
|
2014
Q1 | $4.79M | Sell |
|
|||||
|
2013
Q4 | $5.01M | Sell |
|
|||||
|
2013
Q3 | $4.31M | Sell |
|
|||||
|
2013
Q2 | $3.88M | Buy |
|