Pettee Investors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Sell |
29,367
-750
| -2% | -$154K | 3.6% | 5 |
|
|
2025
Q1 | $6.69M | Sell |
30,117
-6,650
| -18% | -$1.48M | 3.99% | 4 |
|
|
2024
Q4 | $9.21M | Hold |
36,767
| – | – | 4.68% | 2 |
|
|
2024
Q3 | $8.57M | Sell |
36,767
-6
| -0% | -$1.4K | 4.17% | 3 |
|
|
2024
Q2 | $7.75M | Sell |
36,773
-57
| -0.2% | -$12K | 3.73% | 3 |
|
|
2024
Q1 | $6.32M | Sell |
36,830
-3,175
| -8% | -$544K | 2.67% | 5 |
|
|
2023
Q4 | $7.7M | Sell |
40,005
-1,036
| -3% | -$199K | 3.4% | 4 |
|
|
2023
Q3 | $7.03M | Sell |
41,041
-1,198
| -3% | -$205K | 3.34% | 3 |
|
|
2023
Q2 | $8.19M | Sell |
42,239
-81
| -0.2% | -$15.7K | 3.71% | 3 |
|
|
2023
Q1 | $6.98M | Hold |
42,320
| – | – | 3.34% | 3 |
|
|
2022
Q4 | $5.5M | Sell |
42,320
-310
| -0.7% | -$40.3K | 2.7% | 8 |
|
|
2022
Q3 | $5.89M | Sell |
42,630
-1,280
| -3% | -$177K | 3.17% | 3 |
|
|
2022
Q2 | $6M | Sell |
43,910
-190
| -0.4% | -$26K | 2.99% | 4 |
|
|
2022
Q1 | $7.7M | Sell |
44,100
-85
| -0.2% | -$14.8K | 3.39% | 3 |
|
|
2021
Q4 | $7.85M | Buy |
44,185
+122
| +0.3% | +$21.7K | 3.29% | 5 |
|
|
2021
Q3 | $6.24M | Sell |
44,063
-2,370
| -5% | -$335K | 2.9% | 4 |
|
|
2021
Q2 | $6.36M | Sell |
46,433
-3,500
| -7% | -$479K | 2.99% | 3 |
|
|
2021
Q1 | $6.1M | Sell |
49,933
-597
| -1% | -$72.9K | 2.95% | 4 |
|
|
2020
Q4 | $6.71M | Buy |
50,530
+270
| +0.5% | +$35.8K | 3.55% | 3 |
|
|
2020
Q3 | $5.82M | Sell |
50,260
-400
| -0.8% | -$46.3K | 3.37% | 3 |
|
|
2020
Q2 | $4.62M | Sell |
50,660
-60
| -0.1% | -$5.47K | 2.86% | 5 |
|
|
2020
Q1 | $3.22M | Buy |
50,720
+400
| +0.8% | +$25.4K | 2.32% | 11 |
|
|
2019
Q4 | $3.69M | Sell |
50,320
-60
| -0.1% | -$4.41K | 2.11% | 11 |
|
|
2019
Q3 | $2.82M | Hold |
50,380
| – | – | 1.77% | 13 |
|
|
2019
Q2 | $2.49M | Sell |
50,380
-400
| -0.8% | -$19.8K | 1.58% | 16 |
|
|
2019
Q1 | $2.41M | Sell |
50,780
-1,660
| -3% | -$78.8K | 1.52% | 17 |
|
|
2018
Q4 | $2.07M | Sell |
52,440
-6,000
| -10% | -$237K | 1.47% | 17 |
|
|
2018
Q3 | $3.3M | Sell |
58,440
-1,900
| -3% | -$107K | 1.95% | 12 |
|
|
2018
Q2 | $2.79M | Sell |
60,340
-2,920
| -5% | -$135K | 1.76% | 14 |
|
|
2018
Q1 | $2.65M | Buy |
63,260
+700
| +1% | +$29.4K | 1.64% | 15 |
|
|
2017
Q4 | $2.65M | Buy |
62,560
+800
| +1% | +$33.8K | 1.61% | 15 |
|
|
2017
Q3 | $2.38M | Buy |
61,760
+6,120
| +11% | +$236K | 1.54% | 17 |
|
|
2017
Q2 | $2M | Hold |
55,640
| – | – | 1.78% | 17 |
|
|
2017
Q1 | $2M | Buy |
55,640
+700
| +1% | +$25.1K | 1.81% | 18 |
|
|
2016
Q4 | $1.59M | Hold |
54,940
| – | – | 1.51% | 18 |
|
|
2016
Q3 | $1.55M | Buy |
54,940
+316
| +0.6% | +$8.93K | 1.5% | 19 |
|
|
2016
Q2 | $1.31M | Buy |
54,624
+8,000
| +17% | +$191K | 1.26% | 22 |
|
|
2016
Q1 | $1.27M | Sell |
46,624
-800
| -2% | -$21.8K | 1.31% | 22 |
|
|
2015
Q4 | $1.25M | Buy |
47,424
+8,080
| +21% | +$213K | 1.2% | 24 |
|
|
2015
Q3 | $1.09M | Buy |
39,344
+2,720
| +7% | +$75K | 1.14% | 26 |
|
|
2015
Q2 | $1.15M | Hold |
36,624
| – | – | 1.12% | 27 |
|
|
2015
Q1 | $1.14M | Buy |
36,624
+2,800
| +8% | +$87.1K | 1.1% | 27 |
|
|
2014
Q4 | $933K | Sell |
33,824
-1,400
| -4% | -$38.6K | 0.89% | 30 |
|
|
2014
Q3 | $888K | Sell |
35,224
-5,600
| -14% | -$141K | 0.87% | 31 |
|
|
2014
Q2 | $948K | Hold |
40,824
| – | – | 0.86% | 31 |
|
|
2014
Q1 | $783K | Hold |
40,824
| – | – | 0.74% | 32 |
|
|
2013
Q4 | $818K | Buy |
+40,824
| New | +$818K | 0.77% | 32 |
|