Morningstar Investment Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $610K | Sell |
2,744
-1,155
| -30% | -$257K | 0.11% | 111 |
|
|
2024
Q4 | $976K | Sell |
3,899
-71,674
| -95% | -$17.9M | 0.09% | 113 |
|
|
2024
Q3 | $17.2M | Buy |
75,573
+19,160
| +34% | +$4.36M | 0.18% | 109 |
|
|
2024
Q2 | $12.1M | Buy |
56,413
+13,655
| +32% | +$2.92M | 0.13% | 119 |
|
|
2024
Q1 | $7.41M | Sell |
42,758
-32,425
| -43% | -$5.62M | 0.08% | 131 |
|
|
2023
Q4 | $14.6M | Buy |
75,183
+39,831
| +113% | +$7.71M | 0.08% | 133 |
|
|
2023
Q3 | $6.03M | Buy |
35,352
+12,000
| +51% | +$2.05M | 0.08% | 130 |
|
|
2023
Q2 | $4.43M | Buy |
23,352
+7,618
| +48% | +$1.44M | 0.06% | 137 |
|
|
2023
Q1 | $2.55M | Buy |
15,734
+1,297
| +9% | +$210K | 0.03% | 141 |
|
|
2022
Q4 | $1.82M | Sell |
14,437
-4,587
| -24% | -$579K | 0.02% | 146 |
|
|
2022
Q3 | $2.76M | Sell |
19,024
-2,678
| -12% | -$388K | 0.04% | 135 |
|
|
2022
Q2 | $3.02M | Buy |
21,702
+811
| +4% | +$113K | 0.04% | 133 |
|
|
2022
Q1 | $3.72M | Sell |
20,891
-2,098
| -9% | -$373K | 0.04% | 143 |
|
|
2021
Q4 | $4.08M | Buy |
22,989
+1,229
| +6% | +$218K | 0.05% | 141 |
|
|
2021
Q3 | $3.11M | Buy |
21,760
+887
| +4% | +$127K | 0.04% | 152 |
|
|
2021
Q2 | $2.85M | Buy |
20,873
+150
| +0.7% | +$20.4K | 0.03% | 155 |
|
|
2021
Q1 | $2.49M | Sell |
20,723
-3,756
| -15% | -$450K | 0.03% | 159 |
|
|
2020
Q4 | $3.25M | Buy |
24,479
+241
| +1% | +$32K | 0.05% | 159 |
|
|
2020
Q3 | $2.77M | Sell |
24,238
-1,902
| -7% | -$217K | 0.04% | 153 |
|
|
2020
Q2 | $2.36M | Buy |
26,140
+1,556
| +6% | +$141K | 0.04% | 153 |
|
|
2020
Q1 | $1.57M | Sell |
24,584
-2,572
| -9% | -$164K | 0.03% | 158 |
|
|
2019
Q4 | $1.99M | Buy |
27,156
+3,780
| +16% | +$277K | 0.03% | 133 |
|
|
2019
Q3 | $1.3M | Buy |
23,376
+688
| +3% | +$38.4K | 0.02% | 131 |
|
|
2019
Q2 | $1.12M | Sell |
22,688
-4,296
| -16% | -$213K | 0.02% | 153 |
|
|
2019
Q1 | $1.28M | Buy |
26,984
+1,252
| +5% | +$59.4K | 0.02% | 146 |
|
|
2018
Q4 | $1.02M | Sell |
25,732
-4,400
| -15% | -$174K | 0.02% | 137 |
|
|
2018
Q3 | $1.7M | Buy |
30,132
+2,348
| +8% | +$133K | 0.03% | 133 |
|
|
2018
Q2 | $1.29M | Sell |
27,784
-9,544
| -26% | -$442K | 0.02% | 134 |
|
|
2018
Q1 | $1.57M | Sell |
37,328
-38,616
| -51% | -$1.62M | 0.03% | 135 |
|
|
2017
Q4 | $3.21M | Sell |
75,944
-2,792
| -4% | -$118K | 0.06% | 125 |
|
|
2017
Q3 | $3.03M | Sell |
78,736
-11,296
| -13% | -$435K | 0.07% | 126 |
|
|
2017
Q2 | $3.24M | Sell |
90,032
-150,296
| -63% | -$5.41M | 0.08% | 122 |
|
|
2017
Q1 | $8.63M | Buy |
240,328
+27,828
| +13% | +$999K | 0.22% | 96 |
|
|
2016
Q4 | $6.15M | Buy |
212,500
+27,252
| +15% | +$789K | 0.2% | 97 |
|
|
2016
Q3 | $5.24M | Buy |
185,248
+25,832
| +16% | +$730K | 0.15% | 113 |
|
|
2016
Q2 | $3.82M | Buy |
159,416
+83,308
| +109% | +$2M | 0.12% | 125 |
|
|
2016
Q1 | $2.07M | Buy |
76,108
+18,132
| +31% | +$494K | 0.07% | 153 |
|
|
2015
Q4 | $1.53M | Buy |
57,976
+16,564
| +40% | +$436K | 0.06% | 146 |
|
|
2015
Q3 | $1.14M | Buy |
41,412
+11,860
| +40% | +$327K | 0.05% | 159 |
|
|
2015
Q2 | $927K | Buy |
29,552
+4,216
| +17% | +$132K | 0.04% | 162 |
|
|
2015
Q1 | $788K | Sell |
25,336
-74,272
| -75% | -$2.31M | 0.03% | 163 |
|
|
2014
Q4 | $2.75M | Sell |
99,608
-55,064
| -36% | -$1.52M | 0.13% | 120 |
|
|
2014
Q3 | $3.9M | Sell |
154,672
-41,240
| -21% | -$1.04M | 0.2% | 104 |
|
|
2014
Q2 | $4.55M | Buy |
195,912
+8,536
| +5% | +$198K | 0.26% | 90 |
|
|
2014
Q1 | $3.59M | Buy |
187,376
+15,064
| +9% | +$289K | 0.25% | 92 |
|
|
2013
Q4 | $3.45M | Buy |
172,312
+15,848
| +10% | +$317K | 0.26% | 87 |
|
|
2013
Q3 | $2.74M | Buy |
156,464
+18,480
| +13% | +$323K | 0.24% | 86 |
|
|
2013
Q2 | $1.95M | Buy |
+137,984
| New | +$1.95M | 0.2% | 93 |
|