Roble Belko & Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Buy |
4,304
+1,137
| +36% | +$233K | 0.13% | 54 |
|
|
2025
Q1 | $703K | Sell |
3,167
-759
| -19% | -$168K | 0.11% | 65 |
|
|
2024
Q4 | $983K | Buy |
3,926
+145
| +4% | +$36.3K | 0.16% | 52 |
|
|
2024
Q3 | $881K | Hold |
3,781
| – | – | 0.14% | 56 |
|
|
2024
Q2 | $796K | Buy |
3,781
+11
| +0.3% | +$2.32K | 0.13% | 57 |
|
|
2024
Q1 | $646K | Buy |
3,770
+354
| +10% | +$60.7K | 0.11% | 63 |
|
|
2023
Q4 | $658K | Sell |
3,416
-6
| -0.2% | -$1.16K | 0.12% | 54 |
|
|
2023
Q3 | $586K | Buy |
3,422
+56
| +2% | +$9.59K | 0.12% | 57 |
|
|
2023
Q2 | $653K | Sell |
3,366
-3,428
| -50% | -$665K | 0.13% | 53 |
|
|
2023
Q1 | $1.12M | Sell |
6,794
-2,902
| -30% | -$478K | 0.23% | 46 |
|
|
2022
Q4 | $1.26M | Sell |
9,696
-380
| -4% | -$49.4K | 0.27% | 47 |
|
|
2022
Q3 | $1.39M | Sell |
10,076
-79
| -0.8% | -$10.9K | 0.34% | 39 |
|
|
2022
Q2 | $1.39M | Sell |
10,155
-158
| -2% | -$21.6K | 0.32% | 40 |
|
|
2022
Q1 | $1.8M | Sell |
10,313
-433
| -4% | -$75.6K | 0.34% | 40 |
|
|
2021
Q4 | $1.91M | Hold |
10,746
| – | – | 0.36% | 36 |
|
|
2021
Q3 | $1.52M | Hold |
10,746
| – | – | 0.31% | 37 |
|
|
2021
Q2 | $1.47M | Sell |
10,746
-454
| -4% | -$62.2K | 0.33% | 39 |
|
|
2021
Q1 | $1.37M | Buy |
11,200
+376
| +3% | +$45.9K | 0.33% | 40 |
|
|
2020
Q4 | $1.44M | Sell |
10,824
-540
| -5% | -$71.6K | 0.37% | 35 |
|
|
2020
Q3 | $1.32M | Sell |
11,364
-3,204
| -22% | -$371K | 0.39% | 35 |
|
|
2020
Q2 | $1.33M | Sell |
14,568
-1,008
| -6% | -$92K | 0.4% | 38 |
|
|
2020
Q1 | $990K | Sell |
15,576
-3,980
| -20% | -$253K | 0.32% | 44 |
|
|
2019
Q4 | $1.44M | Sell |
19,556
-28
| -0.1% | -$2.06K | 0.4% | 38 |
|
|
2019
Q3 | $1.1M | Sell |
19,584
-28
| -0.1% | -$1.57K | 0.32% | 38 |
|
|
2019
Q2 | $970K | Sell |
19,612
-1,400
| -7% | -$69.2K | 0.3% | 38 |
|
|
2019
Q1 | $998K | Sell |
21,012
-4,508
| -18% | -$214K | 0.34% | 36 |
|
|
2018
Q4 | $1.01M | Buy |
25,520
+21,720
| +572% | +$856K | 0.39% | 35 |
|
|
2018
Q3 | $214K | Hold |
3,800
| – | – | 0.08% | 60 |
|
|
2018
Q2 | $176K | Sell |
3,800
-60
| -2% | -$2.78K | 0.07% | 64 |
|
|
2018
Q1 | $162K | Hold |
3,860
| – | – | 0.06% | 69 |
|
|
2017
Q4 | $163K | Hold |
3,860
| – | – | 0.07% | 62 |
|
|
2017
Q3 | $149K | Sell |
3,860
-40
| -1% | -$1.54K | 0.07% | 62 |
|
|
2017
Q2 | $140K | Buy |
3,900
+40
| +1% | +$1.44K | 0.07% | 59 |
|
|
2017
Q1 | $139K | Sell |
3,860
-2,392
| -38% | -$86.1K | 0.07% | 59 |
|
|
2016
Q4 | $181K | Buy |
6,252
+540
| +9% | +$15.6K | 0.09% | 51 |
|
|
2016
Q3 | $161K | Sell |
5,712
-1,500
| -21% | -$42.3K | 0.09% | 54 |
|
|
2016
Q2 | $172K | Buy |
7,212
+2,720
| +61% | +$64.9K | 0.1% | 50 |
|
|
2016
Q1 | $122K | Buy |
4,492
+2,152
| +92% | +$58.4K | 0.07% | 58 |
|
|
2015
Q4 | $62K | Hold |
2,340
| – | – | 0.04% | 87 |
|
|
2015
Q3 | $65K | Buy |
2,340
+144
| +7% | +$4K | 0.04% | 80 |
|
|
2015
Q2 | $69K | Sell |
2,196
-12
| -0.5% | -$377 | 0.04% | 82 |
|
|
2015
Q1 | $69K | Buy |
+2,208
| New | +$69K | 0.04% | 81 |
|