Morton 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 | $12.5M | Buy |
60,797
+2,000
| +3% | +$410K | 2.21% | 8 |
|
|
2025
Q1 | $13.1M | Sell |
58,797
-5,701
| -9% | -$1.27M | 2.52% | 8 |
|
|
2024
Q4 | $16.2M | Sell |
64,498
-2,001
| -3% | -$501K | 3.04% | 9 |
|
|
2024
Q3 | $15.5M | Buy |
66,499
+2,719
| +4% | +$634K | 3.05% | 8 |
|
|
2024
Q2 | $13.4M | Sell |
63,780
-7,675
| -11% | -$1.62M | 3.19% | 8 |
|
|
2024
Q1 | $12.3M | Sell |
71,455
-395
| -0.5% | -$67.7K | 3.31% | 6 |
|
|
2023
Q4 | $13.8M | Sell |
71,850
-840
| -1% | -$162K | 4.11% | 6 |
|
|
2023
Q3 | $12.4M | Sell |
72,690
-1,547
| -2% | -$265K | 4.41% | 6 |
|
|
2023
Q2 | $14.4M | Buy |
74,237
+515
| +0.7% | +$99.9K | 4.92% | 6 |
|
|
2023
Q1 | $12.2M | Sell |
73,722
-3,277
| -4% | -$540K | 4.3% | 5 |
|
|
2022
Q4 | $10M | Buy |
76,999
+7,029
| +10% | +$913K | 3.91% | 6 |
|
|
2022
Q3 | $9.67M | Buy |
69,970
+2,629
| +4% | +$363K | 4.4% | 7 |
|
|
2022
Q2 | $9.21M | Buy |
67,341
+3,287
| +5% | +$449K | 4.01% | 6 |
|
|
2022
Q1 | $11.2M | Sell |
64,054
-593
| -0.9% | -$104K | 4.59% | 6 |
|
|
2021
Q4 | $11.5M | Buy |
+64,647
| New | +$11.5M | 4.64% | 5 |
|