Samalin Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.61M | Buy |
37,086
+61
| +0.2% | +$12.5K | 2.92% | 1 |
|
2025
Q1 | $8.22M | Buy |
37,025
+3,205
| +9% | +$712K | 3.33% | 1 |
|
2024
Q4 | $8.47M | Buy |
33,820
+168
| +0.5% | +$42.1K | 3.63% | 1 |
|
2024
Q3 | $7.84M | Sell |
33,652
-320
| -0.9% | -$74.6K | 3.41% | 1 |
|
2024
Q2 | $7.16M | Sell |
33,972
-2,163
| -6% | -$456K | 3.34% | 1 |
|
2024
Q1 | $6.2M | Sell |
36,135
-6,882
| -16% | -$1.18M | 2.95% | 1 |
|
2023
Q4 | $8.28M | Buy |
43,017
+208
| +0.5% | +$40K | 4.18% | 1 |
|
2023
Q3 | $7.33M | Buy |
42,809
+1,229
| +3% | +$210K | 4.21% | 1 |
|
2023
Q2 | $8.07M | Sell |
41,580
-6,142
| -13% | -$1.19M | 4.36% | 1 |
|
2023
Q1 | $7.87M | Sell |
47,722
-3,509
| -7% | -$579K | 4.75% | 1 |
|
2022
Q4 | $6.66M | Buy |
51,231
+218
| +0.4% | +$28.3K | 4.21% | 1 |
|
2022
Q3 | $7.05M | Buy |
51,013
+1,740
| +4% | +$240K | 5.17% | 1 |
|
2022
Q2 | $6.74M | Buy |
49,273
+1,720
| +4% | +$235K | 4.75% | 1 |
|
2022
Q1 | $8.3M | Sell |
47,553
-391
| -0.8% | -$68.3K | 5.03% | 1 |
|
2021
Q4 | $8.51M | Buy |
47,944
+6,389
| +15% | +$1.13M | 5.11% | 1 |
|
2021
Q3 | $5.88M | Buy |
41,555
+720
| +2% | +$102K | 3.82% | 1 |
|
2021
Q2 | $5.59M | Buy |
40,835
+294
| +0.7% | +$40.3K | 3.63% | 1 |
|
2021
Q1 | $4.95M | Buy |
40,541
+158
| +0.4% | +$19.3K | 3.32% | 1 |
|
2020
Q4 | $5.36M | Sell |
40,383
-3,319
| -8% | -$440K | 4.02% | 1 |
|
2020
Q3 | $5.06M | Sell |
43,702
-9,090
| -17% | -$1.05M | 4.52% | 1 |
|
2020
Q2 | $4.81M | Sell |
52,792
-4,964
| -9% | -$453K | 5.04% | 1 |
|
2020
Q1 | $3.67M | Buy |
57,756
+7,104
| +14% | +$452K | 4.91% | 2 |
|
2019
Q4 | $3.72M | Buy |
+50,652
| New | +$3.72M | 3.12% | 3 |
|