PHAM
Palisades Hudson Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
19,311
-1,301
| -6% | -$267K | 1.55% | 18 |
|
|
2025
Q1 | $4.58M | Sell |
20,612
-637
| -3% | -$141K | 2.08% | 14 |
|
|
2024
Q4 | $5.32M | Sell |
21,249
-860
| -4% | -$215K | 2.24% | 12 |
|
|
2024
Q3 | $5.15M | Sell |
22,109
-847
| -4% | -$197K | 2.17% | 11 |
|
|
2024
Q2 | $4.84M | Sell |
22,956
-687
| -3% | -$145K | 2.22% | 11 |
|
|
2024
Q1 | $4.05M | Sell |
23,643
-587
| -2% | -$101K | 1.85% | 14 |
|
|
2023
Q4 | $4.67M | Sell |
24,230
-1,131
| -4% | -$218K | 2.26% | 12 |
|
|
2023
Q3 | $4.34M | Hold |
25,361
| – | – | 2.38% | 11 |
|
|
2023
Q2 | $4.92M | Sell |
25,361
-627
| -2% | -$122K | 2.56% | 10 |
|
|
2023
Q1 | $4.29M | Sell |
25,988
-1,540
| -6% | -$254K | 2.29% | 12 |
|
|
2022
Q4 | $3.58M | Sell |
27,528
-1,469
| -5% | -$191K | 1.97% | 15 |
|
|
2022
Q3 | $4.01M | Sell |
28,997
-170
| -0.6% | -$23.5K | 2.43% | 10 |
|
|
2022
Q2 | $3.99M | Sell |
29,167
-1,052
| -3% | -$144K | 2.24% | 10 |
|
|
2022
Q1 | $5.28M | Sell |
30,219
-2,801
| -8% | -$489K | 2.46% | 10 |
|
|
2021
Q4 | $5.86M | Sell |
33,020
-1,477
| -4% | -$262K | 2.5% | 10 |
|
|
2021
Q3 | $4.88M | Sell |
34,497
-2,067
| -6% | -$292K | 2.23% | 10 |
|
|
2021
Q2 | $5.01M | Buy |
36,564
+1
| +0% | +$137 | 2.24% | 11 |
|
|
2021
Q1 | $4.47M | Sell |
36,563
-3,054
| -8% | -$373K | 2.13% | 11 |
|
|
2020
Q4 | $5.26M | Buy |
39,617
+1,653
| +4% | +$219K | 2.72% | 9 |
|
|
2020
Q3 | $4.4M | Buy |
37,964
+28,497
| +301% | +$3.3M | 2.84% | 9 |
|
|
2020
Q2 | $3.45M | Buy |
9,467
+1
| +0% | +$365 | 2.36% | 14 |
|
|
2020
Q1 | $2.41M | Buy |
9,466
+20
| +0.2% | +$5.09K | 2.04% | 14 |
|
|
2019
Q4 | $2.77M | Hold |
9,446
| – | – | 1.78% | 14 |
|
|
2019
Q3 | $2.12M | Hold |
9,446
| – | – | 1.47% | 15 |
|
|
2019
Q2 | $1.87M | Sell |
9,446
-927
| -9% | -$184K | 1.3% | 17 |
|
|
2019
Q1 | $1.97M | Sell |
10,373
-3,756
| -27% | -$714K | 1.27% | 17 |
|
|
2018
Q4 | $2.23M | Sell |
14,129
-461
| -3% | -$72.7K | 1.3% | 16 |
|
|
2018
Q3 | $3.29M | Sell |
14,590
-751
| -5% | -$170K | 1.7% | 11 |
|
|
2018
Q2 | $2.84M | Hold |
15,341
| – | – | 1.53% | 12 |
|
|
2018
Q1 | $2.57M | Hold |
15,341
| – | – | 1.4% | 13 |
|
|
2017
Q4 | $2.6M | Sell |
15,341
-199
| -1% | -$33.7K | 1.43% | 12 |
|
|
2017
Q3 | $2.4M | Hold |
15,540
| – | – | 1.36% | 13 |
|
|
2017
Q2 | $2.24M | Sell |
15,540
-700
| -4% | -$101K | 1.31% | 14 |
|
|
2017
Q1 | $2.33M | Hold |
16,240
| – | – | 1.48% | 12 |
|
|
2016
Q4 | $1.88M | Hold |
16,240
| – | – | 1.15% | 14 |
|
|
2016
Q3 | $1.84M | Hold |
16,240
| – | – | 1.4% | 13 |
|
|
2016
Q2 | $1.55M | Sell |
16,240
-1,210
| -7% | -$116K | 1.27% | 13 |
|
|
2016
Q1 | $1.9M | Hold |
17,450
| – | – | 1.5% | 11 |
|
|
2015
Q4 | $1.84M | Sell |
17,450
-233
| -1% | -$24.5K | 1.55% | 10 |
|
|
2015
Q3 | $1.95M | Buy |
17,683
+1
| +0% | +$110 | 1.74% | 10 |
|
|
2015
Q2 | $2.22M | Sell |
17,682
-392
| -2% | -$49.2K | 1.91% | 8 |
|
|
2015
Q1 | $2.25M | Buy |
18,074
+700
| +4% | +$87.1K | 1.75% | 8 |
|
|
2014
Q4 | $1.92M | Hold |
17,374
| – | – | 1.51% | 9 |
|
|
2014
Q3 | $1.75M | Hold |
17,374
| – | – | 1.43% | 9 |
|
|
2014
Q2 | $1.62M | Buy |
17,374
+14,892
| +600% | +$1.38M | 1.34% | 9 |
|
|
2014
Q1 | $1.33M | Hold |
2,482
| – | – | 1.15% | 9 |
|
|
2013
Q4 | $1.39M | Hold |
2,482
| – | – | 1.16% | 9 |
|
|
2013
Q3 | $1.18M | Hold |
2,482
| – | – | 1.07% | 9 |
|
|
2013
Q2 | $984K | Buy |
+2,482
| New | +$984K | 0.94% | 10 |
|