Patton Fund Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $216K | Buy |
+1,051
| New | +$216K | 0.05% | 418 |
|
2023
Q2 | – | Sell |
-2,750
| Closed | -$453K | – | 81 |
|
2023
Q1 | $453K | Sell |
2,750
-1,771
| -39% | -$292K | 0.13% | 71 |
|
2022
Q4 | $587K | Buy |
4,521
+1,321
| +41% | +$172K | 0.17% | 88 |
|
2022
Q3 | $442K | Hold |
3,200
| – | – | 0.18% | 75 |
|
2022
Q2 | $438K | Hold |
3,200
| – | – | 0.16% | 82 |
|
2022
Q1 | $559K | Hold |
3,200
| – | – | 0.15% | 86 |
|
2021
Q4 | $568K | Hold |
3,200
| – | – | 0.17% | 90 |
|
2021
Q3 | $453K | Sell |
3,200
-280
| -8% | -$39.6K | 0.17% | 65 |
|
2021
Q2 | $477K | Sell |
3,480
-1,215
| -26% | -$167K | 0.25% | 64 |
|
2021
Q1 | $573K | Buy |
4,695
+1,187
| +34% | +$145K | 0.31% | 81 |
|
2020
Q4 | $465K | Sell |
3,508
-4
| -0.1% | -$530 | 0.23% | 74 |
|
2020
Q3 | $407K | Buy |
+3,512
| New | +$407K | 0.22% | 74 |
|