Scholtz & 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 | $342K | Sell |
1,666
-154
| -8% | -$31.6K | 0.15% | 44 |
|
|
2025
Q1 | $404K | Sell |
1,820
-487
| -21% | -$108K | 0.2% | 42 |
|
|
2024
Q4 | $578K | Sell |
2,307
-1,143
| -33% | -$286K | 0.28% | 36 |
|
|
2024
Q3 | $804K | Buy |
3,450
+1,215
| +54% | +$283K | 0.38% | 35 |
|
|
2024
Q2 | $471K | Sell |
2,235
-225
| -9% | -$47.4K | 0.2% | 41 |
|
|
2024
Q1 | $422K | Sell |
2,460
-7,945
| -76% | -$1.36M | 0.19% | 44 |
|
|
2023
Q4 | $2M | Buy |
+10,405
| New | +$2M | 0.99% | 30 |
|
|
2023
Q1 | – | Sell |
-7,921
| Closed | -$1.03M | – | 35 |
|
|
2022
Q4 | $1.03M | Buy |
7,921
+3,029
| +62% | +$393K | 0.73% | 31 |
|
|
2022
Q3 | $732K | Sell |
4,892
-12,562
| -72% | -$1.88M | 0.52% | 35 |
|
|
2022
Q2 | $2.39M | Sell |
17,454
-1,549
| -8% | -$212K | 1.47% | 25 |
|
|
2022
Q1 | $3.32M | Buy |
19,003
+2,252
| +13% | +$393K | 1.31% | 28 |
|
|
2021
Q4 | $2.97M | Buy |
16,751
+3,850
| +30% | +$684K | 0.96% | 32 |
|
|
2021
Q3 | $1.83M | Buy |
12,901
+2,089
| +19% | +$296K | 0.65% | 39 |
|
|
2021
Q2 | $1.48M | Buy |
10,812
+316
| +3% | +$43.3K | 0.51% | 43 |
|
|
2021
Q1 | $1.28M | Sell |
10,496
-4,720
| -31% | -$577K | 0.49% | 44 |
|
|
2020
Q4 | $2.02M | Sell |
15,216
-1,930
| -11% | -$256K | 0.79% | 40 |
|
|
2020
Q3 | $1.99M | Buy |
17,146
+1,786
| +12% | +$207K | 0.87% | 36 |
|
|
2020
Q2 | $1.4M | Buy |
15,360
+524
| +4% | +$47.8K | 0.7% | 39 |
|
|
2020
Q1 | $943K | Buy |
+14,836
| New | +$943K | 0.72% | 33 |
|
|
2016
Q1 | – | Sell |
-74,024
| Closed | -$1.95M | – | 38 |
|
|
2015
Q4 | $1.95M | Buy |
74,024
+980
| +1% | +$25.8K | 2.05% | 20 |
|
|
2015
Q3 | $2.01M | Buy |
+73,044
| New | +$2.01M | 2.15% | 19 |
|