Osterweis Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $7.11M | Sell |
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|
2024
Q1 | $5.86M | Sell |
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|
2023
Q4 | $7.03M | Sell |
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|
2023
Q3 | $6.28M | Hold |
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|
2023
Q2 | $7.12M | Buy |
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|
2023
Q1 | $5.71M | Hold |
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|
2022
Q4 | $4.5M | Buy |
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|
2022
Q3 | $4.76M | Buy |
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|
2022
Q2 | $4.65M | Sell |
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|
2022
Q1 | $5.98M | Hold |
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|
2021
Q4 | $6.08M | Sell |
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|
2021
Q3 | $4.94M | Hold |
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|
2021
Q2 | $4.78M | Buy |
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|
2021
Q1 | $4.22M | Sell |
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|
2020
Q4 | $4.63M | Buy |
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|
2020
Q3 | $3.91M | Buy |
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|
2020
Q2 | $2.87M | Sell |
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|
2020
Q1 | $2.17M | Buy |
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|
2019
Q4 | $2.32M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.79M | Buy |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $22.8M | Buy |
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|
2018
Q2 | $1.72M | Hold |
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|
2018
Q1 | $1.56M | Hold |
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|
2017
Q4 | $1.57M | Sell |
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|
2017
Q3 | $1.44M | Hold |
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|
2017
Q2 | $1.35M | Hold |
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|
2017
Q1 | $1.34M | Sell |
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|
2016
Q4 | $1.09M | Sell |
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|
2016
Q3 | $1.16M | Hold |
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|
2016
Q2 | $977K | Hold |
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|
2016
Q1 | $1.11M | Hold |
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|
2015
Q4 | $1.08M | Sell |
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|
2015
Q3 | $1.13M | Hold |
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|
2015
Q2 | $1.29M | Hold |
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|
2015
Q1 | $1.28M | Sell |
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|
2014
Q4 | $1.14M | Hold |
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|
2014
Q3 | $1.04M | Hold |
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|
2014
Q2 | $959K | Hold |
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|
2014
Q1 | $791K | Hold |
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|
2013
Q4 | $827K | Hold |
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|
2013
Q3 | $770K | Sell |
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|
2013
Q2 | $600K | Buy |
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