Nicolet Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Buy |
162,656
+3,557
| +2% | +$720K | 2.8% | 5 |
|
|
2025
Q1 | $30.3M | Buy |
159,099
+3,692
| +2% | +$703K | 3.01% | 5 |
|
|
2024
Q4 | $36.8M | Buy |
155,407
+1,276
| +0.8% | +$302K | 3.38% | 4 |
|
|
2024
Q3 | $34.8M | Buy |
154,131
+563
| +0.4% | +$127K | 3.28% | 4 |
|
|
2024
Q2 | $35.8M | Buy |
153,568
+3,478
| +2% | +$810K | 3.43% | 4 |
|
|
2024
Q1 | $25.5M | Sell |
150,090
-1,537
| -1% | -$261K | 2.59% | 7 |
|
|
2023
Q4 | $27.5M | Sell |
151,627
-7,777
| -5% | -$1.41M | 2.95% | 5 |
|
|
2023
Q3 | $27.7M | Buy |
159,404
+9,156
| +6% | +$1.59M | 3.07% | 5 |
|
|
2023
Q2 | $28.8M | Sell |
150,248
-828
| -0.5% | -$159K | 3.16% | 5 |
|
|
2023
Q1 | $24.9M | Buy |
151,076
+55,131
| +57% | +$9.08M | 2.87% | 6 |
|
|
2022
Q4 | $12.8M | Buy |
95,945
+14,668
| +18% | +$1.96M | 1.69% | 10 |
|
|
2022
Q3 | $11.4M | Buy |
81,277
+3,958
| +5% | +$556K | 1.86% | 8 |
|
|
2022
Q2 | $11.3M | Buy |
77,319
+630
| +0.8% | +$92.2K | 1.68% | 10 |
|
|
2022
Q1 | $13M | Sell |
76,689
-454
| -0.6% | -$77.2K | 1.7% | 8 |
|
|
2021
Q4 | $13.7M | Sell |
77,143
-4,091
| -5% | -$726K | 1.68% | 8 |
|
|
2021
Q3 | $11.5M | Buy |
81,234
+1,002
| +1% | +$142K | 1.46% | 11 |
|
|
2021
Q2 | $11M | Buy |
80,232
+3,636
| +5% | +$498K | 1.43% | 11 |
|
|
2021
Q1 | $9.36M | Sell |
76,596
-5,519
| -7% | -$674K | 1.31% | 13 |
|
|
2020
Q4 | $10.9M | Sell |
82,115
-200
| -0.2% | -$26.5K | 1.53% | 12 |
|
|
2020
Q3 | $9.53M | Sell |
82,315
-19,973
| -20% | -$2.31M | 1.48% | 14 |
|
|
2020
Q2 | $9.33M | Sell |
102,288
-1,192
| -1% | -$109K | 1.43% | 12 |
|
|
2020
Q1 | $6.58M | Buy |
103,480
+25,740
| +33% | +$1.64M | 1.16% | 19 |
|
|
2019
Q4 | $5.71M | Sell |
77,740
-904
| -1% | -$66.4K | 0.9% | 24 |
|
|
2019
Q3 | $4.4M | Sell |
78,644
-544
| -0.7% | -$30.5K | 0.67% | 27 |
|
|
2019
Q2 | $3.92M | Sell |
79,188
-3,520
| -4% | -$174K | 0.6% | 30 |
|
|
2019
Q1 | $3.93M | Buy |
+82,708
| New | +$3.93M | 0.67% | 29 |
|