SFE 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 | $18.3M | Buy |
89,398
+1,537
| +2% | +$315K | 3.23% | 4 |
|
|
2025
Q1 | $19.5M | Buy |
87,861
+2,930
| +3% | +$651K | 3.9% | 1 |
|
|
2024
Q4 | $21.3M | Sell |
84,931
-1,053
| -1% | -$264K | 4.52% | 1 |
|
|
2024
Q3 | $20M | Sell |
85,984
-1,087
| -1% | -$253K | 4.17% | 1 |
|
|
2024
Q2 | $18.3M | Buy |
87,071
+1,078
| +1% | +$227K | 4.07% | 2 |
|
|
2024
Q1 | $14.7M | Buy |
85,993
+1,886
| +2% | +$323K | 3.34% | 4 |
|
|
2023
Q4 | $16.2M | Sell |
84,107
-2,016
| -2% | -$388K | 4.22% | 1 |
|
|
2023
Q3 | $14.7M | Sell |
86,123
-2,183
| -2% | -$374K | 4.29% | 1 |
|
|
2023
Q2 | $17.1M | Sell |
88,306
-3,225
| -4% | -$626K | 4.85% | 1 |
|
|
2023
Q1 | $15.4M | Sell |
91,531
-3,457
| -4% | -$583K | 4.77% | 1 |
|
|
2022
Q4 | $12.8M | Sell |
94,988
-1,847
| -2% | -$250K | 4% | 2 |
|
|
2022
Q3 | $13.4M | Sell |
96,835
-589
| -0.6% | -$81.4K | 4.22% | 1 |
|
|
2022
Q2 | $13.3M | Buy |
97,424
+385
| +0.4% | +$52.6K | 3.97% | 1 |
|
|
2022
Q1 | $16.9M | Sell |
97,039
-7,963
| -8% | -$1.39M | 4.29% | 2 |
|
|
2021
Q4 | $18.6M | Buy |
105,002
+3,950
| +4% | +$701K | 4.79% | 1 |
|
|
2021
Q3 | $14.3M | Sell |
101,052
-7,242
| -7% | -$1.02M | 4.01% | 1 |
|
|
2021
Q2 | $14.8M | Sell |
108,294
-1,444
| -1% | -$198K | 4.08% | 2 |
|
|
2021
Q1 | $13.4M | Sell |
109,738
-2,475
| -2% | -$302K | 3.9% | 2 |
|
|
2020
Q4 | $14.9M | Buy |
112,213
+2,392
| +2% | +$317K | 4.73% | 2 |
|
|
2020
Q3 | $12.7M | Sell |
109,821
-19,003
| -15% | -$2.2M | 5.07% | 1 |
|
|
2020
Q2 | $11.7M | Sell |
128,824
-6,524
| -5% | -$595K | 5.2% | 1 |
|
|
2020
Q1 | $8.6M | Sell |
135,348
-23,896
| -15% | -$1.52M | 4.73% | 1 |
|
|
2019
Q4 | $11.7M | Sell |
159,244
-22,664
| -12% | -$1.66M | 4.78% | 1 |
|
|
2019
Q3 | $10.2M | Sell |
181,908
-4,928
| -3% | -$276K | 4.31% | 1 |
|
|
2019
Q2 | $9.25M | Sell |
186,836
-2,864
| -2% | -$142K | 3.96% | 1 |
|
|
2019
Q1 | $9.01M | Buy |
189,700
+4,748
| +3% | +$225K | 4.06% | 1 |
|
|
2018
Q4 | $7.29M | Buy |
184,952
+3,256
| +2% | +$128K | 3.73% | 1 |
|
|
2018
Q3 | $10.3M | Sell |
181,696
-9,188
| -5% | -$519K | 3.95% | 1 |
|
|
2018
Q2 | $8.83M | Sell |
190,884
-10,220
| -5% | -$473K | 3.66% | 1 |
|
|
2018
Q1 | $8.44M | Sell |
201,104
-7,924
| -4% | -$332K | 4.37% | 1 |
|
|
2017
Q4 | $8.84M | Sell |
209,028
-18,456
| -8% | -$781K | 3.57% | 1 |
|
|
2017
Q3 | $8.77M | Sell |
227,484
-23,552
| -9% | -$907K | 3.69% | 1 |
|
|
2017
Q2 | $9.04M | Sell |
251,036
-69,408
| -22% | -$2.5M | 3.67% | 1 |
|
|
2017
Q1 | $11.5M | Sell |
320,444
-19,520
| -6% | -$701K | 4.22% | 1 |
|
|
2016
Q4 | $10.2M | Buy |
339,964
+52,704
| +18% | +$1.58M | 3.93% | 1 |
|
|
2016
Q3 | $6.87M | Hold |
287,260
| – | – | 3.3% | 4 |
|
|
2016
Q2 | $6.87M | Sell |
287,260
-16,396
| -5% | -$392K | 3.19% | 4 |
|
|
2016
Q1 | $8.27M | Buy |
303,656
+4,932
| +2% | +$134K | 3.82% | 2 |
|
|
2015
Q4 | $7.86M | Buy |
298,724
+33,520
| +13% | +$882K | 3.73% | 4 |
|
|
2015
Q3 | $7.31M | Buy |
265,204
+19,260
| +8% | +$531K | 3.49% | 4 |
|
|
2015
Q2 | $7.71M | Sell |
245,944
-47,504
| -16% | -$1.49M | 3.14% | 6 |
|
|
2015
Q1 | $9.13M | Sell |
293,448
-41,088
| -12% | -$1.28M | 3.69% | 2 |
|
|
2014
Q4 | $9.23M | Sell |
334,536
-14,936
| -4% | -$412K | 3.81% | 2 |
|
|
2014
Q3 | $8.8M | Sell |
349,472
-43,196
| -11% | -$1.09M | 3.81% | 2 |
|
|
2014
Q2 | $9.12M | Sell |
392,668
-24,028
| -6% | -$558K | 3.72% | 2 |
|
|
2014
Q1 | $7.99M | Buy |
416,696
+6,132
| +1% | +$118K | 3.46% | 3 |
|
|
2013
Q4 | $8.23M | Sell |
410,564
-17,192
| -4% | -$344K | 3.58% | 2 |
|
|
2013
Q3 | $7.28M | Buy |
427,756
+9,352
| +2% | +$159K | 3.53% | 3 |
|
|
2013
Q2 | $5.93M | Buy |
+418,404
| New | +$5.93M | 3.06% | 4 |
|