PIM
Progressive Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Sell |
151,626
-2,175
| -1% | -$446K | 7.93% | 3 |
|
|
2025
Q1 | $34.2M | Sell |
153,801
-3,160
| -2% | -$702K | 9.57% | 1 |
|
|
2024
Q4 | $39.3M | Sell |
156,961
-3,935
| -2% | -$985K | 10.09% | 1 |
|
|
2024
Q3 | $37.5M | Sell |
160,896
-1,863
| -1% | -$434K | 9.62% | 2 |
|
|
2024
Q2 | $34.3M | Sell |
162,759
-2,587
| -2% | -$545K | 9.08% | 2 |
|
|
2024
Q1 | $28.4M | Sell |
165,346
-31,052
| -16% | -$5.32M | 7.78% | 2 |
|
|
2023
Q4 | $37.8M | Sell |
196,398
-739
| -0.4% | -$142K | 10.76% | 1 |
|
|
2023
Q3 | $33.8M | Sell |
197,137
-2,005
| -1% | -$343K | 10.96% | 1 |
|
|
2023
Q2 | $38.6M | Sell |
199,142
-11,356
| -5% | -$2.2M | 12.05% | 1 |
|
|
2023
Q1 | $34.7M | Buy |
210,498
+9,791
| +5% | +$1.61M | 11.2% | 1 |
|
|
2022
Q4 | $26.1M | Buy |
200,707
+1,752
| +0.9% | +$228K | 10.11% | 1 |
|
|
2022
Q3 | $27.5M | Buy |
198,955
+698
| +0.4% | +$96.5K | 11.3% | 1 |
|
|
2022
Q2 | $27.1M | Buy |
198,257
+2,253
| +1% | +$308K | 10.59% | 1 |
|
|
2022
Q1 | $34.2M | Sell |
196,004
-2,616
| -1% | -$457K | 10.78% | 1 |
|
|
2021
Q4 | $35.3M | Sell |
198,620
-6,393
| -3% | -$1.14M | 9.79% | 1 |
|
|
2021
Q3 | $29M | Buy |
205,013
+5,462
| +3% | +$773K | 8.61% | 1 |
|
|
2021
Q2 | $27.3M | Sell |
199,551
-1,991
| -1% | -$273K | 8.52% | 1 |
|
|
2021
Q1 | $24.6M | Buy |
201,542
+1,568
| +0.8% | +$192K | 8.67% | 1 |
|
|
2020
Q4 | $26.5M | Buy |
199,974
+493
| +0.2% | +$65.4K | 9.55% | 1 |
|
|
2020
Q3 | $23.1M | Buy |
199,481
+148,493
| +291% | +$17.2M | 9.15% | 1 |
|
|
2020
Q2 | $18.6M | Buy |
50,988
+89
| +0.2% | +$32.5K | 8.12% | 1 |
|
|
2020
Q1 | $12.9M | Sell |
50,899
-2
| -0% | -$509 | 7.2% | 1 |
|
|
2019
Q4 | $14.9M | Buy |
50,901
+358
| +0.7% | +$105K | 7.29% | 1 |
|
|
2019
Q3 | $11.3M | Buy |
50,543
+615
| +1% | +$138K | 6.06% | 1 |
|
|
2019
Q2 | $9.88M | Sell |
49,928
-371
| -0.7% | -$73.4K | 5.54% | 3 |
|
|
2019
Q1 | $9.55M | Sell |
50,299
-651
| -1% | -$124K | 5.56% | 2 |
|
|
2018
Q4 | $8.04M | Buy |
50,950
+813
| +2% | +$128K | 5.52% | 2 |
|
|
2018
Q3 | $11.3M | Buy |
50,137
+411
| +0.8% | +$92.8K | 6.75% | 2 |
|
|
2018
Q2 | $9.17M | Sell |
49,726
-742
| -1% | -$137K | 5.92% | 2 |
|
|
2018
Q1 | $8.47M | Buy |
50,468
+541
| +1% | +$90.8K | 5.67% | 2 |
|
|
2017
Q4 | $8.45M | Buy |
49,927
+649
| +1% | +$110K | 5.67% | 1 |
|
|
2017
Q3 | $7.6M | Buy |
49,278
+427
| +0.9% | +$65.8K | 5.72% | 1 |
|
|
2017
Q2 | $7.04M | Buy |
48,851
+3,777
| +8% | +$544K | 5.47% | 1 |
|
|
2017
Q1 | $6.48M | Sell |
45,074
-458
| -1% | -$65.8K | 5.4% | 1 |
|
|
2016
Q4 | $5.27M | Sell |
45,532
-1,771
| -4% | -$205K | 4.83% | 1 |
|
|
2016
Q3 | $5.35M | Buy |
47,303
+591
| +1% | +$66.8K | 4.97% | 1 |
|
|
2016
Q2 | $4.47M | Buy |
46,712
+1,136
| +2% | +$109K | 4.33% | 2 |
|
|
2016
Q1 | $4.97M | Sell |
45,576
-1,089
| -2% | -$119K | 5.05% | 1 |
|
|
2015
Q4 | $4.91M | Sell |
46,665
-1,318
| -3% | -$139K | 5.25% | 1 |
|
|
2015
Q3 | $5.29M | Sell |
47,983
-470
| -1% | -$51.8K | 6.11% | 1 |
|
|
2015
Q2 | $6.08M | Buy |
48,453
+42,054
| +657% | +$5.27M | 6.69% | 1 |
|
|
2015
Q1 | $796K | Sell |
6,399
-78,417
| -92% | -$9.75M | 2.75% | 8 |
|
|
2014
Q4 | $9.36M | Sell |
84,816
-17,770
| -17% | -$1.96M | 3.21% | 5 |
|
|
2014
Q3 | $10.3M | Hold |
102,586
| – | – | 3.58% | 4 |
|
|
2014
Q2 | $9.53M | Buy |
102,586
+88,010
| +604% | +$8.18M | 3.07% | 4 |
|
|
2014
Q1 | $7.82M | Buy |
14,576
+47
| +0.3% | +$25.2K | 2.51% | 18 |
|
|
2013
Q4 | $8.15M | Buy |
14,529
+54
| +0.4% | +$30.3K | 2.79% | 13 |
|
|
2013
Q3 | $6.9M | Sell |
14,475
-49
| -0.3% | -$23.4K | 2.56% | 16 |
|
|
2013
Q2 | $5.75M | Buy |
+14,524
| New | +$5.75M | 2.23% | 23 |
|