Shoker 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 | $7.3M | Buy |
35,558
+1,343
| +4% | +$276K | 2.29% | 6 |
|
|
2025
Q1 | $7.6M | Sell |
34,215
-506
| -1% | -$112K | 2.57% | 6 |
|
|
2024
Q4 | $8.7M | Buy |
34,721
+149
| +0.4% | +$37.3K | 2.94% | 5 |
|
|
2024
Q3 | $8.06M | Sell |
34,572
-1,396
| -4% | -$325K | 2.71% | 6 |
|
|
2024
Q2 | $7.58M | Sell |
35,968
-1,071
| -3% | -$226K | 2.67% | 6 |
|
|
2024
Q1 | $6.3M | Sell |
37,039
-133
| -0.4% | -$22.6K | 2.25% | 8 |
|
|
2023
Q4 | $7.16M | Buy |
37,172
+1,128
| +3% | +$217K | 2.77% | 6 |
|
|
2023
Q3 | $6.17M | Sell |
36,044
-285
| -0.8% | -$48.8K | 2.68% | 6 |
|
|
2023
Q2 | $7.05M | Buy |
36,329
+105
| +0.3% | +$20.4K | 2.94% | 6 |
|
|
2023
Q1 | $5.97M | Sell |
36,224
-95
| -0.3% | -$15.7K | 2.61% | 6 |
|
|
2022
Q4 | $4.72M | Buy |
36,319
+433
| +1% | +$56.3K | 2.11% | 7 |
|
|
2022
Q3 | $4.96M | Buy |
35,886
+15,449
| +76% | +$2.13M | 2.6% | 7 |
|
|
2022
Q2 | $2.79M | Buy |
20,437
+162
| +0.8% | +$22.1K | 1.48% | 19 |
|
|
2022
Q1 | $3.54M | Sell |
20,275
-2,676
| -12% | -$467K | 1.76% | 13 |
|
|
2021
Q4 | $4.08M | Buy |
22,951
+103
| +0.5% | +$18.3K | 1.87% | 12 |
|
|
2021
Q3 | $3.23M | Buy |
22,848
+237
| +1% | +$33.5K | 1.61% | 14 |
|
|
2021
Q2 | $3.1M | Buy |
22,611
+16
| +0.1% | +$2.19K | 1.54% | 15 |
|
|
2021
Q1 | $2.76M | Buy |
22,595
+115
| +0.5% | +$14K | 1.45% | 18 |
|
|
2020
Q4 | $2.98M | Buy |
22,480
+104
| +0.5% | +$13.8K | 1.67% | 15 |
|
|
2020
Q3 | $2.59M | Sell |
22,376
-10,500
| -32% | -$1.22M | 1.7% | 13 |
|
|
2020
Q2 | $3M | Sell |
32,876
-2,336
| -7% | -$213K | 2.09% | 9 |
|
|
2020
Q1 | $2.24M | Buy |
35,212
+18,600
| +112% | +$1.18M | 1.88% | 14 |
|
|
2019
Q4 | $1.22M | Buy |
16,612
+2,380
| +17% | +$175K | 0.81% | 42 |
|
|
2019
Q3 | $796K | Buy |
14,232
+36
| +0.3% | +$2.01K | 0.57% | 51 |
|
|
2019
Q2 | $702K | Buy |
14,196
+560
| +4% | +$27.7K | 0.51% | 53 |
|
|
2019
Q1 | $647K | Sell |
13,636
-800
| -6% | -$38K | 0.48% | 55 |
|
|
2018
Q4 | $569K | Sell |
14,436
-2,004
| -12% | -$79K | 0.48% | 58 |
|
|
2018
Q3 | $927K | Buy |
16,440
+40
| +0.2% | +$2.26K | 0.67% | 45 |
|
|
2018
Q2 | $759K | Sell |
16,400
-1,904
| -10% | -$88.1K | 0.57% | 49 |
|
|
2018
Q1 | $767K | Buy |
18,304
+176
| +1% | +$7.38K | 0.58% | 48 |
|
|
2017
Q4 | $767K | Sell |
18,128
-1,732
| -9% | -$73.3K | 0.55% | 50 |
|
|
2017
Q3 | $765K | Sell |
19,860
-188
| -0.9% | -$7.24K | 0.58% | 50 |
|
|
2017
Q2 | $721K | Sell |
20,048
-736
| -4% | -$26.5K | 0.57% | 49 |
|
|
2017
Q1 | $746K | Buy |
20,784
+68
| +0.3% | +$2.44K | 0.63% | 49 |
|
|
2016
Q4 | $599K | Sell |
20,716
-2,520
| -11% | -$72.9K | 0.5% | 54 |
|
|
2016
Q3 | $656K | Buy |
23,236
+28
| +0.1% | +$790 | 0.56% | 51 |
|
|
2016
Q2 | $554K | Buy |
23,208
+76
| +0.3% | +$1.81K | 0.49% | 55 |
|
|
2016
Q1 | $630K | Buy |
23,132
+208
| +0.9% | +$5.67K | 0.59% | 48 |
|
|
2015
Q4 | $603K | Buy |
22,924
+52
| +0.2% | +$1.37K | 0.6% | 48 |
|
|
2015
Q3 | $630K | Buy |
22,872
+444
| +2% | +$12.2K | 0.66% | 45 |
|
|
2015
Q2 | $703K | Buy |
22,428
+40
| +0.2% | +$1.25K | 0.66% | 47 |
|
|
2015
Q1 | $696K | Buy |
22,388
+36
| +0.2% | +$1.12K | 0.66% | 46 |
|
|
2014
Q4 | $616K | Sell |
22,352
-368
| -2% | -$10.1K | 0.57% | 51 |
|
|
2014
Q3 | $572K | Sell |
22,720
-52,500
| -70% | -$1.32M | 0.53% | 54 |
|
|
2014
Q2 | $1.75M | Buy |
75,220
+68
| +0.1% | +$1.58K | 1.55% | 17 |
|
|
2014
Q1 | $1.44M | Sell |
75,152
-1,036
| -1% | -$19.9K | 1.35% | 21 |
|
|
2013
Q4 | $1.53M | Buy |
+76,188
| New | +$1.53M | 1.4% | 20 |
|