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