Per Stirling Capital 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 | $7.55M | Buy |
36,785
+2,425
| +7% | +$498K | 0.99% | 30 |
|
|
2025
Q1 | $7.63M | Sell |
34,360
-2,187
| -6% | -$486K | 1.1% | 25 |
|
|
2024
Q4 | $9.15M | Sell |
36,547
-1,561
| -4% | -$391K | 1.3% | 18 |
|
|
2024
Q3 | $8.88M | Sell |
38,108
-6,894
| -15% | -$1.61M | 1.23% | 18 |
|
|
2024
Q2 | $9.48M | Buy |
45,002
+10,542
| +31% | +$2.22M | 1.53% | 15 |
|
|
2024
Q1 | $5.91M | Sell |
34,460
-7,356
| -18% | -$1.26M | 0.99% | 31 |
|
|
2023
Q4 | $8.05M | Sell |
41,816
-548
| -1% | -$106K | 1.48% | 19 |
|
|
2023
Q3 | $7.25M | Sell |
42,364
-2,548
| -6% | -$436K | 1.51% | 18 |
|
|
2023
Q2 | $8.71M | Sell |
44,912
-9,576
| -18% | -$1.86M | 1.77% | 16 |
|
|
2023
Q1 | $8.99M | Sell |
54,488
-2,444
| -4% | -$403K | 1.94% | 14 |
|
|
2022
Q4 | $7.4M | Buy |
+56,932
| New | +$7.4M | 1.35% | 20 |
|