Nikulski Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
80,807
+2,888
| +4% | +$593K | 4.54% | 2 |
|
|
2025
Q1 | $17.3M | Buy |
77,919
+589
| +0.8% | +$131K | 5.23% | 2 |
|
|
2024
Q4 | $19.4M | Sell |
77,330
-1,776
| -2% | -$445K | 5.69% | 2 |
|
|
2024
Q3 | $18.4M | Sell |
79,106
-447
| -0.6% | -$104K | 5.52% | 2 |
|
|
2024
Q2 | $16.8M | Sell |
79,553
-17
| -0% | -$3.58K | 5.33% | 2 |
|
|
2024
Q1 | $13.6M | Buy |
79,570
+1,085
| +1% | +$186K | 4.53% | 2 |
|
|
2023
Q4 | $15.1M | Buy |
78,485
+495
| +0.6% | +$95.3K | 5.53% | 2 |
|
|
2023
Q3 | $13.4M | Buy |
77,990
+916
| +1% | +$157K | 5.53% | 2 |
|
|
2023
Q2 | $15M | Sell |
77,074
-945
| -1% | -$183K | 6.18% | 2 |
|
|
2023
Q1 | $12.9M | Sell |
78,019
-852
| -1% | -$140K | 5.68% | 2 |
|
|
2022
Q4 | $10.2M | Sell |
78,871
-2,246
| -3% | -$292K | 4.89% | 2 |
|
|
2022
Q3 | $11.2M | Sell |
81,117
-180
| -0.2% | -$24.9K | 5.8% | 2 |
|
|
2022
Q2 | $11.1M | Sell |
81,297
-243
| -0.3% | -$33.2K | 5.51% | 2 |
|
|
2022
Q1 | $14.2M | Sell |
81,540
-1,518
| -2% | -$265K | 6.02% | 2 |
|
|
2021
Q4 | $14.7M | Sell |
83,058
-1,777
| -2% | -$316K | 6.18% | 2 |
|
|
2021
Q3 | $12M | Buy |
84,835
+157
| +0.2% | +$22.2K | 5.55% | 2 |
|
|
2021
Q2 | $12.3M | Sell |
84,678
-7,483
| -8% | -$1.09M | 5.73% | 2 |
|
|
2021
Q1 | $11.3M | Sell |
92,161
-3,135
| -3% | -$383K | 5.77% | 2 |
|
|
2020
Q4 | $12.6M | Sell |
95,296
-961
| -1% | -$128K | 6.94% | 2 |
|
|
2020
Q3 | $11.1M | Sell |
96,257
-2,775
| -3% | -$321K | 7.07% | 2 |
|
|
2020
Q2 | $9.03M | Buy |
99,032
+924
| +0.9% | +$84.3K | 6.34% | 3 |
|
|
2020
Q1 | $6.24M | Buy |
98,108
+4,120
| +4% | +$262K | 5.44% | 3 |
|
|
2019
Q4 | $7.62M | Sell |
93,988
-2,092
| -2% | -$170K | 5.51% | 2 |
|
|
2019
Q3 | $5.67M | Buy |
96,080
+1,120
| +1% | +$66.1K | 4.73% | 2 |
|
|
2019
Q2 | $4.83M | Sell |
94,960
-13,784
| -13% | -$701K | 4.08% | 5 |
|
|
2019
Q1 | $5.16M | Sell |
108,744
-4,368
| -4% | -$207K | 5.03% | 3 |
|
|
2018
Q4 | $4.46M | Buy |
113,112
+5,972
| +6% | +$236K | 4.68% | 3 |
|
|
2018
Q3 | $5.86M | Buy |
107,140
+212
| +0.2% | +$11.6K | 5.46% | 2 |
|
|
2018
Q2 | $4.95M | Buy |
106,928
+2,724
| +3% | +$126K | 4.56% | 2 |
|
|
2018
Q1 | $4.37M | Buy |
104,204
+1,628
| +2% | +$68.3K | 4.34% | 2 |
|
|
2017
Q4 | $4.34M | Buy |
+102,576
| New | +$4.34M | 4.68% | 2 |
|