Nadler Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.5M | Sell |
109,540
-53,085
| -33% | -$10.9M | 2.3% | 16 |
|
2025
Q1 | $36.1M | Sell |
162,625
-1,526
| -0.9% | -$339K | 4% | 12 |
|
2024
Q4 | $41.1M | Buy |
164,151
+639
| +0.4% | +$160K | 4.33% | 9 |
|
2024
Q3 | $38.1M | Sell |
163,512
-661
| -0.4% | -$154K | 4.2% | 11 |
|
2024
Q2 | $34.6M | Sell |
164,173
-307
| -0.2% | -$64.7K | 4.06% | 11 |
|
2024
Q1 | $28.2M | Sell |
164,480
-1,884
| -1% | -$323K | 3.48% | 13 |
|
2023
Q4 | $32M | Sell |
166,364
-2,583
| -2% | -$497K | 4.31% | 11 |
|
2023
Q3 | $28.9M | Buy |
168,947
+8
| +0% | +$1.37K | 4.38% | 10 |
|
2023
Q2 | $32.8M | Sell |
168,939
-422
| -0.2% | -$81.9K | 4.79% | 10 |
|
2023
Q1 | $27.9M | Buy |
169,361
+410
| +0.2% | +$67.6K | 4.44% | 10 |
|
2022
Q4 | $22M | Buy |
168,951
+941
| +0.6% | +$122K | 3.83% | 13 |
|
2022
Q3 | $23.2M | Buy |
168,010
+200
| +0.1% | +$27.6K | 4.42% | 11 |
|
2022
Q2 | $22.9M | Buy |
167,810
+2,555
| +2% | +$349K | 4.22% | 11 |
|
2022
Q1 | $28.9M | Sell |
165,255
-23,292
| -12% | -$4.07M | 4.52% | 11 |
|
2021
Q4 | $33.5M | Sell |
188,547
-451
| -0.2% | -$80.1K | 4.95% | 10 |
|
2021
Q3 | $26.7M | Sell |
188,998
-360
| -0.2% | -$50.9K | 4.36% | 11 |
|
2021
Q2 | $25.9M | Sell |
189,358
-1,982
| -1% | -$271K | 4.25% | 11 |
|
2021
Q1 | $23.4M | Sell |
191,340
-1,664
| -0.9% | -$203K | 4.18% | 11 |
|
2020
Q4 | $25.6M | Buy |
193,004
+1,548
| +0.8% | +$205K | 4.89% | 9 |
|
2020
Q3 | $22.2M | Sell |
191,456
-2,596
| -1% | -$301K | 4.91% | 9 |
|
2020
Q2 | $17.7M | Buy |
194,052
+2,428
| +1% | +$221K | 4.42% | 9 |
|
2020
Q1 | $12.2M | Buy |
191,624
+1,836
| +1% | +$117K | 3.74% | 10 |
|
2019
Q4 | $13.9M | Buy |
189,788
+2,960
| +2% | +$217K | 3.44% | 11 |
|
2019
Q3 | $10.5M | Sell |
186,828
-2,888
| -2% | -$162K | 2.91% | 13 |
|
2019
Q2 | $9.39M | Buy |
189,716
+2,736
| +1% | +$135K | 2.72% | 13 |
|
2019
Q1 | $8.88M | Sell |
186,980
-8,964
| -5% | -$426K | 2.83% | 13 |
|
2018
Q4 | $7.73M | Sell |
195,944
-1,680
| -0.9% | -$66.3K | 2.54% | 13 |
|
2018
Q3 | $11.2M | Sell |
197,624
-18,332
| -8% | -$1.03M | 3.02% | 12 |
|
2018
Q2 | $9.99M | Buy |
215,956
+5,592
| +3% | +$259K | 2.83% | 12 |
|
2018
Q1 | $8.82M | Sell |
210,364
-21,212
| -9% | -$890K | 2.72% | 11 |
|
2017
Q4 | $9.8M | Buy |
231,576
+1,220
| +0.5% | +$51.6K | 2.99% | 11 |
|
2017
Q3 | $8.88M | Buy |
230,356
+2,220
| +1% | +$85.5K | 2.92% | 11 |
|
2017
Q2 | $8.21M | Buy |
228,136
+1,268
| +0.6% | +$45.7K | 2.8% | 10 |
|
2017
Q1 | $8.15M | Buy |
226,868
+9,312
| +4% | +$334K | 2.84% | 10 |
|
2016
Q4 | $6.3M | Buy |
217,556
+5,752
| +3% | +$167K | 2.34% | 10 |
|
2016
Q3 | $5.99M | Sell |
211,804
-5,456
| -3% | -$154K | 2.36% | 11 |
|
2016
Q2 | $5.19M | Sell |
217,260
-5,976
| -3% | -$143K | 2.19% | 11 |
|
2016
Q1 | $6.08M | Buy |
223,236
+8,604
| +4% | +$234K | 2.66% | 9 |
|
2015
Q4 | $5.65M | Sell |
214,632
-5,860
| -3% | -$154K | 2.55% | 9 |
|
2015
Q3 | $6.08M | Sell |
220,492
-5,520
| -2% | -$152K | 3.04% | 9 |
|
2015
Q2 | $7.09M | Buy |
226,012
+3,836
| +2% | +$120K | 3.35% | 9 |
|
2015
Q1 | $6.91M | Buy |
222,176
+2,724
| +1% | +$84.7K | 3.32% | 9 |
|
2014
Q4 | $6.06M | Sell |
219,452
-2,496
| -1% | -$68.9K | 3.14% | 9 |
|
2014
Q3 | $5.59M | Buy |
221,948
+1,464
| +0.7% | +$36.9K | 3.35% | 8 |
|
2014
Q2 | $5.12M | Buy |
220,484
+9,560
| +5% | +$222K | 3.22% | 8 |
|
2014
Q1 | $4.04M | Sell |
210,924
-13,468
| -6% | -$258K | 2.69% | 8 |
|
2013
Q4 | $4.5M | Buy |
224,392
+26,600
| +13% | +$533K | 2.91% | 8 |
|
2013
Q3 | $3.37M | Sell |
197,792
-17,696
| -8% | -$301K | 2.45% | 9 |
|
2013
Q2 | $3.05M | Buy |
+215,488
| New | +$3.05M | 2.15% | 10 |
|