Shepherd Kaplan Krochuk’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Buy |
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|
2025
Q1 | $6.74M | Sell |
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|
2024
Q4 | $7.65M | Sell |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $8.2M | Buy |
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|
2023
Q4 | $9.21M | Buy |
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|
2023
Q3 | $8.19M | Buy |
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|
2023
Q2 | $9.27M | Sell |
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|
2023
Q1 | $8.21M | Sell |
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|
2022
Q4 | $6.48M | Buy |
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|
2022
Q3 | $6.82M | Buy |
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|
2022
Q2 | $6.74M | Sell |
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|
2022
Q1 | $8.62M | Sell |
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|
2021
Q4 | $10.5M | Sell |
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|
2021
Q3 | $8.47M | Buy |
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|
2021
Q2 | $8.08M | Sell |
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|
2021
Q1 | $7.29M | Buy |
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|
2020
Q4 | $6.05M | Sell |
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|
2020
Q3 | $6.23M | Sell |
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|
2020
Q2 | $6.08M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $247K | Hold |
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|
2017
Q2 | $230K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $288K | Hold |
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|
2016
Q1 | $328K | Sell |
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|
2015
Q4 | $532K | Buy |
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|
2015
Q3 | $222K | Sell |
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|
2015
Q2 | $375K | Buy |
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|
2015
Q1 | $305K | Sell |
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|
2014
Q4 | $368K | Sell |
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|
2014
Q3 | $475K | Sell |
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|
2014
Q2 | $448K | Buy |
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|
2014
Q1 | $215K | Hold |
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|
2013
Q4 | $224K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $238K | Buy |
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