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Sicart Associates’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.36M Sell
16,364
-3,621
-18% -$743K 1.17% 28
2025
Q1
$4.44M Sell
19,985
-679
-3% -$151K 1.54% 27
2024
Q4
$5.17M Hold
20,664
1.85% 24
2024
Q3
$4.81M Hold
20,664
1.69% 26
2024
Q2
$4.35M Sell
20,664
-4,335
-17% -$913K 1.67% 27
2024
Q1
$4.29M Hold
24,999
1.57% 22
2023
Q4
$4.81M Buy
24,999
+270
+1% +$52K 1.84% 21
2023
Q3
$4.23M Hold
24,729
1.66% 23
2023
Q2
$4.8M Buy
24,729
+85
+0.3% +$16.5K 1.86% 21
2023
Q1
$4.06M Sell
24,644
-8,793
-26% -$1.45M 1.58% 26
2022
Q4
$4.34M Buy
33,437
+1,634
+5% +$212K 1.53% 24
2022
Q3
$4.4M Sell
31,803
-5,140
-14% -$710K 1.56% 26
2022
Q2
$5.05M Sell
36,943
-14
-0% -$1.91K 1.57% 25
2022
Q1
$6.45M Sell
36,957
-456
-1% -$79.6K 1.67% 23
2021
Q4
$6.67M Buy
37,413
+1,530
+4% +$273K 1.74% 21
2021
Q3
$5.08M Sell
35,883
-4,150
-10% -$587K 1.38% 26
2021
Q2
$5.48M Hold
40,033
1.31% 27
2021
Q1
$4.89M Buy
40,033
+140
+0.4% +$17.1K 1.29% 27
2020
Q4
$5.29M Sell
39,893
-3,727
-9% -$494K 1.31% 27
2020
Q3
$5.05M Buy
43,620
+32,688
+299% +$3.79M 1.51% 19
2020
Q2
$3.99M Hold
10,932
1.28% 22
2020
Q1
$2.78M Buy
10,932
+600
+6% +$153K 1.06% 24
2019
Q4
$3.03M Sell
10,332
-3,585
-26% -$1.05M 1.01% 26
2019
Q3
$3.12M Buy
13,917
+3,627
+35% +$812K 1.02% 23
2019
Q2
$2.04M Hold
10,290
0.83% 30
2019
Q1
$1.96M Hold
10,290
0.83% 29
2018
Q4
$1.62M Sell
10,290
-200
-2% -$31.5K 0.79% 29
2018
Q3
$2.37M Hold
10,490
1.14% 24
2018
Q2
$1.94M Sell
10,490
-300
-3% -$55.5K 1.02% 23
2018
Q1
$1.81M Sell
10,790
-17,530
-62% -$2.94M 1.08% 24
2017
Q4
$4.79M Buy
28,320
+4,500
+19% +$762K 2.53% 9
2017
Q3
$3.67M Hold
23,820
2.63% 10
2017
Q2
$3.43M Buy
23,820
+500
+2% +$72K 2.49% 11
2017
Q1
$3.35M Sell
23,320
-1,500
-6% -$215K 2.42% 13
2016
Q4
$2.88M Buy
+24,820
New +$2.88M 1.98% 14