SIC
Sigma Investment Counselors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
123,338
+7,123
| +6% | +$1.46M | 1.39% | 19 |
|
|
2025
Q1 | $25.8M | Sell |
116,215
-8,329
| -7% | -$1.85M | 1.58% | 17 |
|
|
2024
Q4 | $31.2M | Sell |
124,544
-1,805
| -1% | -$452K | 1.83% | 10 |
|
|
2024
Q3 | $29.4M | Buy |
126,349
+265
| +0.2% | +$61.7K | 1.73% | 11 |
|
|
2024
Q2 | $26.6M | Sell |
126,084
-2,562
| -2% | -$540K | 1.66% | 11 |
|
|
2024
Q1 | $22.1M | Sell |
128,646
-2,291
| -2% | -$393K | 1.42% | 20 |
|
|
2023
Q4 | $25.2M | Sell |
130,937
-479
| -0.4% | -$92.2K | 1.78% | 9 |
|
|
2023
Q3 | $22.5M | Sell |
131,416
-2,241
| -2% | -$384K | 1.7% | 12 |
|
|
2023
Q2 | $25.9M | Buy |
133,657
+1,604
| +1% | +$311K | 1.9% | 9 |
|
|
2023
Q1 | $21.8M | Sell |
132,053
-2,095
| -2% | -$345K | 1.69% | 14 |
|
|
2022
Q4 | $17.4M | Sell |
134,148
-4,433
| -3% | -$576K | 1.43% | 19 |
|
|
2022
Q3 | $19.2M | Sell |
138,581
-4,429
| -3% | -$612K | 1.63% | 16 |
|
|
2022
Q2 | $19.6M | Buy |
143,010
+47
| +0% | +$6.43K | 1.59% | 17 |
|
|
2022
Q1 | $25M | Sell |
142,963
-106
| -0.1% | -$18.5K | 1.79% | 14 |
|
|
2021
Q4 | $25.4M | Sell |
143,069
-1,240
| -0.9% | -$220K | 1.78% | 14 |
|
|
2021
Q3 | $20.4M | Sell |
144,309
-550
| -0.4% | -$77.8K | 1.51% | 16 |
|
|
2021
Q2 | $19.8M | Sell |
144,859
-481
| -0.3% | -$65.9K | 1.49% | 18 |
|
|
2021
Q1 | $17.8M | Sell |
145,340
-2,231
| -2% | -$273K | 1.44% | 18 |
|
|
2020
Q4 | $19.6M | Buy |
147,571
+80,679
| +121% | +$10.7M | 1.68% | 11 |
|
|
2020
Q3 | $7.75M | Buy |
66,892
+28,415
| +74% | +$3.29M | 1.51% | 12 |
|
|
2020
Q2 | $14M | Buy |
38,477
+854
| +2% | +$312K | 1.49% | 18 |
|
|
2020
Q1 | $9.57M | Sell |
37,623
-3,590
| -9% | -$913K | 1.22% | 22 |
|
|
2019
Q4 | $12.1M | Sell |
41,213
-561
| -1% | -$165K | 1.27% | 14 |
|
|
2019
Q3 | $9.36M | Buy |
41,774
+1,226
| +3% | +$275K | 1.06% | 23 |
|
|
2019
Q2 | $8.03M | Sell |
40,548
-1,908
| -4% | -$378K | 0.94% | 26 |
|
|
2019
Q1 | $8.07M | Buy |
42,456
+922
| +2% | +$175K | 0.99% | 23 |
|
|
2018
Q4 | $6.55M | Sell |
41,534
-39
| -0.1% | -$6.15K | 0.91% | 20 |
|
|
2018
Q3 | $9.39M | Buy |
41,573
+2,651
| +7% | +$598K | 1.17% | 15 |
|
|
2018
Q2 | $7.21M | Sell |
38,922
-2,281
| -6% | -$422K | 0.95% | 18 |
|
|
2018
Q1 | $6.91M | Sell |
41,203
-420
| -1% | -$70.5K | 0.94% | 17 |
|
|
2017
Q4 | $7.04M | Sell |
41,623
-4,697
| -10% | -$795K | 0.96% | 20 |
|
|
2017
Q3 | $7.14M | Sell |
46,320
-1,179
| -2% | -$182K | 1.02% | 17 |
|
|
2017
Q2 | $6.84M | Buy |
47,499
+419
| +0.9% | +$60.3K | 1.05% | 17 |
|
|
2017
Q1 | $6.76M | Sell |
47,080
-12,128
| -20% | -$1.74M | 1.08% | 16 |
|
|
2016
Q4 | $6.86M | Buy |
59,208
+1,594
| +3% | +$185K | 1.1% | 14 |
|
|
2016
Q3 | $6.51M | Sell |
57,614
-1,297
| -2% | -$147K | 1.08% | 15 |
|
|
2016
Q2 | $5.63M | Buy |
58,911
+1,356
| +2% | +$130K | 0.96% | 17 |
|
|
2016
Q1 | $6.27M | Buy |
57,555
+419
| +0.7% | +$45.7K | 1.11% | 15 |
|
|
2015
Q4 | $6.01M | Buy |
57,136
+500
| +0.9% | +$52.6K | 1.11% | 14 |
|
|
2015
Q3 | $6.25M | Sell |
56,636
-1,597
| -3% | -$176K | 1.21% | 14 |
|
|
2015
Q2 | $7.3M | Sell |
58,233
-1,240
| -2% | -$156K | 1.36% | 14 |
|
|
2015
Q1 | $7.4M | Sell |
59,473
-1,261
| -2% | -$157K | 1.38% | 14 |
|
|
2014
Q4 | $6.7M | Sell |
60,734
-635
| -1% | -$70.1K | 1.27% | 14 |
|
|
2014
Q3 | $6.18M | Buy |
61,369
+4,195
| +7% | +$423K | 1.19% | 15 |
|
|
2014
Q2 | $5.31M | Buy |
57,174
+48,505
| +560% | +$4.51M | 1.04% | 16 |
|
|
2014
Q1 | $4.65M | Sell |
8,669
-84
| -1% | -$45.1K | 0.94% | 17 |
|
|
2013
Q4 | $4.91M | Sell |
8,753
-308
| -3% | -$173K | 1.06% | 16 |
|
|
2013
Q3 | $4.32M | Buy |
9,061
+1,896
| +26% | +$904K | 1% | 17 |
|
|
2013
Q2 | $2.84M | Buy |
+7,165
| New | +$2.84M | 0.74% | 37 |
|