RSVP
Ramsay Stattman Vela & Price’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Sell |
172,885
-6,632
| -4% | -$1.36M | 6.62% | 2 |
|
|
2025
Q1 | $39.9M | Sell |
179,517
-2,431
| -1% | -$540K | 7.58% | 2 |
|
|
2024
Q4 | $45.6M | Sell |
181,948
-1,750
| -1% | -$438K | 8.47% | 2 |
|
|
2024
Q3 | $42.8M | Sell |
183,698
-3,600
| -2% | -$839K | 7.96% | 2 |
|
|
2024
Q2 | $39.4M | Sell |
187,298
-452
| -0.2% | -$95.2K | 7.46% | 2 |
|
|
2024
Q1 | $32.2M | Sell |
187,750
-4,869
| -3% | -$835K | 6.17% | 2 |
|
|
2023
Q4 | $37.1M | Sell |
192,619
-3,473
| -2% | -$669K | 7.55% | 2 |
|
|
2023
Q3 | $33.6M | Sell |
196,092
-4,312
| -2% | -$738K | 7.27% | 2 |
|
|
2023
Q2 | $38.9M | Sell |
200,404
-4,024
| -2% | -$781K | 7.92% | 2 |
|
|
2023
Q1 | $33.7M | Sell |
204,428
-5,501
| -3% | -$907K | 7.28% | 2 |
|
|
2022
Q4 | $27.3M | Buy |
209,929
+492
| +0.2% | +$63.9K | 6.14% | 2 |
|
|
2022
Q3 | $28.9M | Sell |
209,437
-8,347
| -4% | -$1.15M | 7.18% | 1 |
|
|
2022
Q2 | $29.8M | Buy |
217,784
+8,343
| +4% | +$1.14M | 6.67% | 2 |
|
|
2022
Q1 | $36.6M | Buy |
209,441
+28,180
| +16% | +$4.92M | 7.13% | 1 |
|
|
2021
Q4 | $32.2M | Sell |
181,261
-3,371
| -2% | -$599K | 7.31% | 1 |
|
|
2021
Q3 | $26.1M | Sell |
184,632
-1,567
| -0.8% | -$222K | 6.51% | 1 |
|
|
2021
Q2 | $25.5M | Sell |
186,199
-4,677
| -2% | -$641K | 6.3% | 1 |
|
|
2021
Q1 | $23.3M | Sell |
190,876
-2,225
| -1% | -$272K | 6.19% | 1 |
|
|
2020
Q4 | $25.6M | Sell |
193,101
-1,925
| -1% | -$255K | 7.2% | 1 |
|
|
2020
Q3 | $22.6M | Buy |
195,026
+145,847
| +297% | +$16.9M | 7.01% | 1 |
|
|
2020
Q2 | $17.9M | Sell |
49,179
-1,220
| -2% | -$445K | 6.19% | 1 |
|
|
2020
Q1 | $12.8M | Sell |
50,399
-1,377
| -3% | -$350K | 5.05% | 2 |
|
|
2019
Q4 | $15.2M | Sell |
51,776
-239
| -0.5% | -$70.2K | 4.86% | 1 |
|
|
2019
Q3 | $11.7M | Buy |
52,015
+201
| +0.4% | +$45K | 4.04% | 2 |
|
|
2019
Q2 | $10.3M | Sell |
51,814
-658
| -1% | -$130K | 3.66% | 6 |
|
|
2019
Q1 | $9.97M | Buy |
52,472
+1,465
| +3% | +$278K | 3.63% | 6 |
|
|
2018
Q4 | $8.05M | Sell |
51,007
-219
| -0.4% | -$34.5K | 3.36% | 7 |
|
|
2018
Q3 | $11.6M | Sell |
51,226
-508
| -1% | -$115K | 4.22% | 1 |
|
|
2018
Q2 | $9.58M | Buy |
51,734
+65
| +0.1% | +$12K | 3.79% | 2 |
|
|
2018
Q1 | $8.67M | Buy |
51,669
+230
| +0.4% | +$38.6K | 3.51% | 5 |
|
|
2017
Q4 | $8.71M | Sell |
51,439
-574
| -1% | -$97.1K | 3.45% | 7 |
|
|
2017
Q3 | $8.02M | Buy |
52,013
+1,668
| +3% | +$257K | 3.37% | 7 |
|
|
2017
Q2 | $7.25M | Sell |
50,345
-809
| -2% | -$117K | 3.16% | 12 |
|
|
2017
Q1 | $7.35M | Sell |
51,154
-1,037
| -2% | -$149K | 3.35% | 9 |
|
|
2016
Q4 | $6.05M | Sell |
52,191
-111
| -0.2% | -$12.9K | 2.86% | 18 |
|
|
2016
Q3 | $5.91M | Sell |
52,302
-261
| -0.5% | -$29.5K | 2.83% | 18 |
|
|
2016
Q2 | $5.03M | Sell |
52,563
-545
| -1% | -$52.1K | 2.48% | 25 |
|
|
2016
Q1 | $5.79M | Sell |
53,108
-2,217
| -4% | -$242K | 2.98% | 15 |
|
|
2015
Q4 | $5.82M | Sell |
55,325
-21
| -0% | -$2.21K | 2.92% | 17 |
|
|
2015
Q3 | $6.11M | Buy |
55,346
+1,229
| +2% | +$136K | 3.15% | 13 |
|
|
2015
Q2 | $6.79M | Sell |
54,117
-2,102
| -4% | -$264K | 3.33% | 9 |
|
|
2015
Q1 | $7M | Sell |
56,219
-459
| -0.8% | -$57.1K | 3.39% | 9 |
|
|
2014
Q4 | $6.26M | Sell |
56,678
-195
| -0.3% | -$21.5K | 2.93% | 16 |
|
|
2014
Q3 | $5.73M | Sell |
56,873
-295
| -0.5% | -$29.7K | 3% | 16 |
|
|
2014
Q2 | $5.31M | Buy |
57,168
+49,064
| +605% | +$4.56M | 2.66% | 20 |
|
|
2014
Q1 | $4.35M | Buy |
8,104
+316
| +4% | +$170K | 2.27% | 27 |
|
|
2013
Q4 | $4.37M | Sell |
7,788
-37
| -0.5% | -$20.8K | 2.31% | 26 |
|
|
2013
Q3 | $3.73M | Buy |
7,825
+18
| +0.2% | +$8.58K | 2.15% | 27 |
|
|
2013
Q2 | $3.1M | Buy |
+7,807
| New | +$3.1M | 1.92% | 28 |
|