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