Montrusco Bolton Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238M | Buy |
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|
2025
Q2 | $184M | Sell |
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|
2025
Q1 | $209M | Buy |
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|
2024
Q4 | $236M | Sell |
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|
2024
Q3 | $226M | Sell |
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|
2024
Q2 | $228M | Sell |
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|
2024
Q1 | $187M | Sell |
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|
2023
Q4 | $232M | Sell |
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|
2023
Q3 | $222M | Buy |
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|
2023
Q2 | $220M | Buy |
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|
2023
Q1 | $118M | Buy |
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|
2022
Q4 | $78.4M | Sell |
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|
2022
Q3 | $87.1M | Sell |
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|
2022
Q2 | $91.4M | Buy |
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|
2022
Q1 | $113M | Sell |
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|
2021
Q4 | $127M | Sell |
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|
2021
Q3 | $106M | Sell |
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|
2021
Q2 | $105M | Buy |
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|
2021
Q1 | $89M | Buy |
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|
2020
Q4 | $46.8M | Sell |
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|
2020
Q3 | $46.2M | Buy |
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|
2020
Q2 | $36M | Sell |
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|
2020
Q1 | $27.9M | Buy |
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|
2019
Q4 | $31.1M | Sell |
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|
2019
Q3 | $28.9M | Buy |
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|
2019
Q2 | $18M | Buy |
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|
2019
Q1 | $18.2M | Sell |
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|
2018
Q4 | $15.6M | Sell |
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|
2018
Q3 | $22.7M | Buy |
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|
2018
Q2 | $8.8M | Buy |
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|
2018
Q1 | $7.92M | Buy |
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|
2017
Q4 | $4.76M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $258K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $3.17M | Buy |
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|
2016
Q1 | $3.57M | Buy |
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|
2015
Q4 | $3.39M | Sell |
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|
2015
Q3 | $5.82M | Sell |
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|
2015
Q2 | $8.19M | Buy |
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|
2015
Q1 | $7.34M | Buy |
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|
2014
Q4 | $5.74M | Buy |
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|
2014
Q3 | $905K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $3.12M | Buy |
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