Mount Vernon Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
61,557
-1,080
| -2% | -$222K | 9.12% | 1 |
|
|
2025
Q1 | $13.9M | Sell |
62,637
-405
| -0.6% | -$90K | 11.35% | 1 |
|
|
2024
Q4 | $15.8M | Sell |
63,042
-320
| -0.5% | -$80.1K | 12.31% | 1 |
|
|
2024
Q3 | $14.8M | Buy |
63,362
+735
| +1% | +$171K | 11.71% | 1 |
|
|
2024
Q2 | $13.2M | Sell |
62,627
-1,660
| -3% | -$350K | 11.69% | 1 |
|
|
2024
Q1 | $11M | Sell |
64,287
-500
| -0.8% | -$85.7K | 9.35% | 1 |
|
|
2023
Q4 | $12.5M | Sell |
64,787
-1,225
| -2% | -$236K | 12.23% | 1 |
|
|
2023
Q3 | $11.3M | Sell |
66,012
-510
| -0.8% | -$87.3K | 12.5% | 1 |
|
|
2023
Q2 | $12.9M | Sell |
66,522
-6,505
| -9% | -$1.26M | 13.71% | 1 |
|
|
2023
Q1 | $12M | Sell |
73,027
-7,505
| -9% | -$1.24M | 14.23% | 1 |
|
|
2022
Q4 | $10.5M | Sell |
80,532
-1,130
| -1% | -$147K | 13.44% | 1 |
|
|
2022
Q3 | $11.3M | Sell |
81,662
-1,735
| -2% | -$240K | 14.7% | 1 |
|
|
2022
Q2 | $11.4M | Sell |
83,397
-960
| -1% | -$131K | 13.9% | 1 |
|
|
2022
Q1 | $14.7M | Sell |
84,357
-1,745
| -2% | -$305K | 14.29% | 1 |
|
|
2021
Q4 | $15.3M | Sell |
86,102
-1,575
| -2% | -$280K | 13.24% | 1 |
|
|
2021
Q3 | $12.4M | Sell |
87,677
-475
| -0.5% | -$67.2K | 11.37% | 1 |
|
|
2021
Q2 | $12.1M | Sell |
88,152
-2,238
| -2% | -$307K | 11.06% | 1 |
|
|
2021
Q1 | $11M | Sell |
90,390
-1,010
| -1% | -$123K | 10.85% | 1 |
|
|
2020
Q4 | $12.1M | Sell |
91,400
-2,100
| -2% | -$279K | 12.75% | 1 |
|
|
2020
Q3 | $10.8M | Sell |
93,500
-10,096
| -10% | -$1.17M | 12.96% | 1 |
|
|
2020
Q2 | $9.45M | Sell |
103,596
-1,220
| -1% | -$111K | 12.22% | 1 |
|
|
2020
Q1 | $6.66M | Sell |
104,816
-1,800
| -2% | -$114K | 11.18% | 1 |
|
|
2019
Q4 | $7.83M | Sell |
106,616
-1,200
| -1% | -$88.1K | 10.66% | 1 |
|
|
2019
Q3 | $6.04M | Sell |
107,816
-2,060
| -2% | -$115K | 9.03% | 1 |
|
|
2019
Q2 | $5.44M | Sell |
109,876
-4,640
| -4% | -$230K | 8.09% | 1 |
|
|
2019
Q1 | $5.44M | Sell |
114,516
-980
| -0.8% | -$46.5K | 8.3% | 1 |
|
|
2018
Q4 | $4.56M | Sell |
115,496
-1,300
| -1% | -$51.3K | 8.01% | 1 |
|
|
2018
Q3 | $6.59M | Buy |
116,796
+248
| +0.2% | +$14K | 9.71% | 1 |
|
|
2018
Q2 | $5.39M | Sell |
116,548
-4,240
| -4% | -$196K | 8.41% | 1 |
|
|
2018
Q1 | $5.07M | Sell |
120,788
-1,872
| -2% | -$78.5K | 7.82% | 1 |
|
|
2017
Q4 | $5.19M | Sell |
122,660
-480
| -0.4% | -$20.3K | 7.82% | 1 |
|
|
2017
Q3 | $4.75M | Buy |
123,140
+9,332
| +8% | +$360K | 7.85% | 1 |
|
|
2017
Q2 | $4.1M | Buy |
113,808
+160
| +0.1% | +$5.76K | 7.35% | 1 |
|
|
2017
Q1 | $4.08M | Sell |
113,648
-2,000
| -2% | -$71.8K | 7.51% | 1 |
|
|
2016
Q4 | $3.35M | Buy |
115,648
+320
| +0.3% | +$9.27K | 6.58% | 1 |
|
|
2016
Q3 | $3.26M | Buy |
115,328
+700
| +0.6% | +$19.8K | 6.75% | 1 |
|
|
2016
Q2 | $2.74M | Sell |
114,628
-2,600
| -2% | -$62.1K | 5.85% | 1 |
|
|
2016
Q1 | $3.19M | Sell |
117,228
-5,600
| -5% | -$153K | 7.08% | 1 |
|
|
2015
Q4 | $3.23M | Sell |
122,828
-600
| -0.5% | -$15.8K | 7.07% | 1 |
|
|
2015
Q3 | $3.4M | Sell |
123,428
-380
| -0.3% | -$10.5K | 7.9% | 1 |
|
|
2015
Q2 | $3.88M | Sell |
123,808
-4,700
| -4% | -$147K | 8.39% | 1 |
|
|
2015
Q1 | $4M | Buy |
128,508
+3,400
| +3% | +$106K | 8.64% | 1 |
|
|
2014
Q4 | $3.45M | Sell |
125,108
-1,860
| -1% | -$51.3K | 7.91% | 1 |
|
|
2014
Q3 | $3.2M | Sell |
126,968
-260
| -0.2% | -$6.55K | 7.96% | 1 |
|
|
2014
Q2 | $2.96M | Sell |
127,228
-2,552
| -2% | -$59.3K | 7.53% | 1 |
|
|
2014
Q1 | $2.49M | Hold |
129,780
| – | – | 6.51% | 1 |
|
|
2013
Q4 | $2.6M | Buy |
129,780
+4,900
| +4% | +$98.2K | 6.8% | 1 |
|
|
2013
Q3 | $2.13M | Sell |
124,880
-155,540
| -55% | -$2.65M | 6.47% | 1 |
|
|
2013
Q2 | $3.97M | Buy |
+280,420
| New | +$3.97M | 4.28% | 1 |
|