R.M. Sincerbeaux 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 | $290K | Buy |
1,414
+200
| +16% | +$41K | 0.16% | 36 |
|
|
2025
Q1 | $270K | Hold |
1,214
| – | – | 0.16% | 39 |
|
|
2024
Q4 | $304K | Sell |
1,214
-200
| -14% | -$50.1K | 0.18% | 36 |
|
|
2024
Q3 | $329K | Sell |
1,414
-234
| -14% | -$54.5K | 0.2% | 36 |
|
|
2024
Q2 | $347K | Sell |
1,648
-600
| -27% | -$126K | 0.23% | 35 |
|
|
2024
Q1 | $385K | Hold |
2,248
| – | – | 0.24% | 36 |
|
|
2023
Q4 | $433K | Hold |
2,248
| – | – | 0.31% | 36 |
|
|
2023
Q3 | $385K | Hold |
2,248
| – | – | 0.29% | 37 |
|
|
2023
Q2 | $436K | Hold |
2,248
| – | – | 0.3% | 38 |
|
|
2023
Q1 | $371K | Hold |
2,248
| – | – | 0.26% | 38 |
|
|
2022
Q4 | $292K | Hold |
2,248
| – | – | 0.21% | 38 |
|
|
2022
Q3 | $311K | Buy |
+2,248
| New | +$311K | 0.24% | 39 |
|
|
2022
Q2 | – | Sell |
-1,348
| Closed | -$240K | – | 44 |
|
|
2022
Q1 | $240K | Hold |
1,348
| – | – | 0.15% | 44 |
|
|
2021
Q4 | $239K | Buy |
+1,348
| New | +$239K | 0.14% | 45 |
|
|
2020
Q4 | – | Sell |
-1,848
| Closed | -$214K | – | 47 |
|
|
2020
Q3 | $214K | Buy |
+1,848
| New | +$214K | 0.18% | 43 |
|