OWIM
Old West Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Hold |
12,914
| – | – | 0.87% | 38 |
|
|
2025
Q1 | $2.87M | Hold |
12,914
| – | – | 1.03% | 29 |
|
|
2024
Q4 | $3.23M | Hold |
12,914
| – | – | 1.31% | 24 |
|
|
2024
Q3 | $3.01M | Sell |
12,914
-500
| -4% | -$117K | 1.16% | 24 |
|
|
2024
Q2 | $2.83M | Sell |
13,414
-1,250
| -9% | -$263K | 1.25% | 25 |
|
|
2024
Q1 | $2.51M | Sell |
14,664
-909
| -6% | -$156K | 1.27% | 25 |
|
|
2023
Q4 | $3M | Hold |
15,573
| – | – | 1.54% | 21 |
|
|
2023
Q3 | $2.67M | Hold |
15,573
| – | – | 1.35% | 22 |
|
|
2023
Q2 | $3.02M | Sell |
15,573
-200
| -1% | -$38.8K | 1.58% | 18 |
|
|
2023
Q1 | $2.6M | Hold |
15,773
| – | – | 1.4% | 19 |
|
|
2022
Q4 | $2.05M | Sell |
15,773
-1,626
| -9% | -$211K | 1.28% | 22 |
|
|
2022
Q3 | $2.4M | Hold |
17,399
| – | – | 1.7% | 17 |
|
|
2022
Q2 | $2.38M | Sell |
17,399
-120
| -0.7% | -$16.4K | 1.66% | 19 |
|
|
2022
Q1 | $3.06M | Sell |
17,519
-300
| -2% | -$52.4K | 1.64% | 15 |
|
|
2021
Q4 | $3.16M | Hold |
17,819
| – | – | 1.55% | 18 |
|
|
2021
Q3 | $2.52M | Hold |
17,819
| – | – | 0.66% | 20 |
|
|
2021
Q2 | $2.44M | Hold |
17,819
| – | – | 0.5% | 21 |
|
|
2021
Q1 | $2.18M | Hold |
17,819
| – | – | 0.46% | 20 |
|
|
2020
Q4 | $2.36M | Sell |
17,819
-200
| -1% | -$26.5K | 0.54% | 18 |
|
|
2020
Q3 | $2.09M | Buy |
18,019
+15,036
| +504% | +$1.74M | 0.48% | 18 |
|
|
2020
Q2 | $1.09M | Hold |
2,983
| – | – | 0.32% | 22 |
|
|
2020
Q1 | $758K | Buy |
2,983
+100
| +3% | +$25.4K | 0.57% | 28 |
|
|
2019
Q4 | $846K | Hold |
2,883
| – | – | 0.31% | 41 |
|
|
2019
Q3 | $645K | Hold |
2,883
| – | – | 0.38% | 44 |
|
|
2019
Q2 | $570K | Sell |
2,883
-100
| -3% | -$19.8K | 0.27% | 52 |
|
|
2019
Q1 | $566K | Hold |
2,983
| – | – | 0.2% | 53 |
|
|
2018
Q4 | $470K | Buy |
2,983
+100
| +3% | +$15.8K | 0.13% | 55 |
|
|
2018
Q3 | $650K | Hold |
2,883
| – | – | 0.27% | 55 |
|
|
2018
Q2 | $533K | Hold |
2,883
| – | – | 0.27% | 58 |
|
|
2018
Q1 | $483K | Sell |
2,883
-1,621
| -36% | -$272K | 0.28% | 61 |
|
|
2017
Q4 | $762K | Buy |
4,504
+1,004
| +29% | +$170K | 0.43% | 53 |
|
|
2017
Q3 | $539K | Buy |
3,500
+106
| +3% | +$16.3K | 0.28% | 52 |
|
|
2017
Q2 | $488K | Buy |
3,394
+181
| +6% | +$26K | 0.26% | 52 |
|
|
2017
Q1 | $461K | Buy |
3,213
+6
| +0.2% | +$861 | 0.24% | 50 |
|
|
2016
Q4 | $371K | Buy |
3,207
+8
| +0.3% | +$925 | 0.23% | 44 |
|
|
2016
Q3 | $361K | Buy |
3,199
+8
| +0.3% | +$903 | 0.26% | 44 |
|
|
2016
Q2 | $305K | Buy |
3,191
+9
| +0.3% | +$860 | 0.22% | 51 |
|
|
2016
Q1 | $346K | Buy |
3,182
+288
| +10% | +$31.3K | 0.29% | 54 |
|
|
2015
Q4 | $304K | Buy |
2,894
+725
| +33% | +$76.2K | 0.27% | 60 |
|
|
2015
Q3 | $239K | Buy |
2,169
+5
| +0.2% | +$551 | 0.18% | 66 |
|
|
2015
Q2 | $271K | Buy |
+2,164
| New | +$271K | 0.19% | 67 |
|