Morgan Dempsey 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 | $88.2K | Buy |
430
+125
| +41% | +$25.6K | 0.04% | 72 |
|
|
2025
Q1 | $67.8K | Sell |
305
-25
| -8% | -$5.55K | 0.03% | 68 |
|
|
2024
Q4 | $82.6K | Hold |
330
| – | – | 0.03% | 62 |
|
|
2024
Q3 | $76.9K | Hold |
330
| – | – | 0.03% | 65 |
|
|
2024
Q2 | $69.5K | Hold |
330
| – | – | 0.02% | 61 |
|
|
2024
Q1 | $56.6K | Sell |
330
-20
| -6% | -$3.43K | 0.02% | 59 |
|
|
2023
Q4 | $67.4K | Sell |
350
-25
| -7% | -$4.81K | 0.02% | 57 |
|
|
2023
Q3 | $64.2K | Hold |
375
| – | – | 0.02% | 57 |
|
|
2023
Q2 | $72.7K | Hold |
375
| – | – | 0.02% | 61 |
|
|
2023
Q1 | $61.8K | Sell |
375
-25
| -6% | -$4.12K | 0.02% | 63 |
|
|
2022
Q4 | $52K | Hold |
400
| – | – | 0.01% | 67 |
|
|
2022
Q3 | $55K | Buy |
+400
| New | +$55K | 0.02% | 67 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$14K | – | 154 |
|
|
2017
Q1 | $14K | Buy |
+400
| New | +$14K | 0.01% | 149 |
|
|
2016
Q3 | – | Sell |
-112
| Closed | -$3K | – | 154 |
|
|
2016
Q2 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 159 |
|