Salomon & Ludwin’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.2M | Buy |
61,966
+56
| +0.1% | +$11.9K | 1.3% | 23 |
|
2025
Q1 | $13.8M | Buy |
61,910
+2,389
| +4% | +$531K | 1.47% | 20 |
|
2024
Q4 | $14.9M | Sell |
59,521
-2,746
| -4% | -$688K | 1.58% | 20 |
|
2024
Q3 | $14.5M | Sell |
62,267
-1,242
| -2% | -$289K | 1.48% | 22 |
|
2024
Q2 | $13.4M | Sell |
63,509
-25,790
| -29% | -$5.43M | 1.49% | 21 |
|
2024
Q1 | $15.3M | Sell |
89,299
-2,778
| -3% | -$476K | 1.32% | 24 |
|
2023
Q4 | $15.8M | Hold |
92,077
| – | – | 1.65% | 21 |
|
2023
Q3 | $15.8M | Sell |
92,077
-131
| -0.1% | -$22.4K | 1.65% | 21 |
|
2023
Q2 | $17.9M | Buy |
92,208
+1,935
| +2% | +$375K | 1.9% | 17 |
|
2023
Q1 | $14.9M | Sell |
90,273
-612
| -0.7% | -$101K | 1.77% | 20 |
|
2022
Q4 | $11.8M | Buy |
90,885
+17,921
| +25% | +$2.33M | 1.5% | 24 |
|
2022
Q3 | $10.1M | Buy |
72,964
+26,291
| +56% | +$3.63M | 1.51% | 22 |
|
2022
Q2 | $6.38M | Buy |
46,673
+22,524
| +93% | +$3.08M | 0.99% | 28 |
|
2022
Q1 | $4.22M | Buy |
24,149
+721
| +3% | +$126K | 0.61% | 35 |
|
2021
Q4 | $4.16M | Buy |
23,428
+2,012
| +9% | +$357K | 0.59% | 35 |
|
2021
Q3 | $3.03M | Buy |
21,416
+5,398
| +34% | +$764K | 0.47% | 36 |
|
2021
Q2 | $2.19M | Buy |
16,018
+3,705
| +30% | +$507K | 0.34% | 37 |
|
2021
Q1 | $1.5M | Buy |
12,313
+1,353
| +12% | +$165K | 0.26% | 39 |
|
2020
Q4 | $1.45M | Buy |
10,960
+545
| +5% | +$72.3K | 0.27% | 38 |
|
2020
Q3 | $1.21M | Buy |
10,415
+267
| +3% | +$30.9K | 0.25% | 39 |
|
2020
Q2 | $925K | Hold |
10,148
| – | – | 0.2% | 40 |
|
2020
Q1 | $645K | Sell |
10,148
-4
| -0% | -$254 | 0.17% | 35 |
|
2019
Q4 | $745K | Sell |
10,152
-312
| -3% | -$22.9K | 0.15% | 28 |
|
2019
Q3 | $586K | Hold |
10,464
| – | – | 0.12% | 29 |
|
2019
Q2 | $518K | Buy |
10,464
+232
| +2% | +$11.5K | 0.1% | 27 |
|
2019
Q1 | $486K | Sell |
10,232
-1,104
| -10% | -$52.4K | 0.1% | 28 |
|
2018
Q4 | $447K | Buy |
+11,336
| New | +$447K | 0.1% | 27 |
|