Steigerwald Gordon & Koch’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.3M | Sell |
186,301
-2,381
| -1% | -$620K | 4.85% | 1 |
|
|
2025
Q4 | $51.3M | Sell |
188,682
-4,092
| -2% | -$1.1M | 4.92% | 1 |
|
|
2025
Q3 | $49.1M | Sell |
192,774
-3,500
| -2% | -$791K | 4.71% | 1 |
|
|
2025
Q2 | $40.3M | Sell |
196,274
-947
| -0.5% | -$191K | 4.25% | 2 |
|
|
2025
Q1 | $43.8M | Sell |
197,221
-3,975
| -2% | -$921K | 4.89% | 1 |
|
|
2024
Q4 | $50.4M | Sell |
201,196
-4,403
| -2% | -$1.04M | 5.69% | 1 |
|
|
2024
Q3 | $47.9M | Buy |
205,599
+1,132
| +0.6% | +$253K | 5.22% | 1 |
|
|
2024
Q2 | $43.1M | Sell |
204,467
-1,449
| -0.7% | -$270K | 5.21% | 1 |
|
|
2024
Q1 | $35.3M | Sell |
205,916
-4,424
| -2% | -$804K | 4.39% | 2 |
|
|
2023
Q4 | $40.5M | Sell |
210,340
-366
| -0.2% | -$67.6K | 5.48% | 1 |
|
|
2023
Q3 | $36.1M | Sell |
210,706
-2,302
| -1% | -$422K | 5.5% | 1 |
|
|
2023
Q2 | $41.3M | Sell |
213,008
-1,411
| -0.7% | -$246K | 6.06% | 1 |
|
|
2023
Q1 | $35.4M | Buy |
214,419
+2,375
| +1% | +$350K | 5.28% | 1 |
|
|
2022
Q4 | $27.6M | Buy |
212,044
+14,719
| +7% | +$2.1M | 4.38% | 1 |
|
|
2022
Q3 | $27.3M | Sell |
197,325
-12,173
| -6% | -$1.91M | 5% | 1 |
|
|
2022
Q2 | $28.6M | Buy |
209,498
+5,900
| +3% | +$893K | 4.99% | 1 |
|
|
2022
Q1 | $35.5M | Sell |
203,598
-14,132
| -6% | -$2.38M | 5.43% | 1 |
|
|
2021
Q4 | $38.7M | Sell |
217,730
-3,533
| -2% | -$558K | 5.81% | 1 |
|
|
2021
Q3 | $31.3M | Buy |
221,263
+8,091
| +4% | +$1.19M | 5.12% | 1 |
|
|
2021
Q2 | $29.2M | Buy |
213,172
+8
| +0% | +$1.04K | 4.83% | 1 |
|
|
2021
Q1 | $26M | Sell |
213,164
-5,910
| -3% | -$759K | 4.84% | 1 |
|
|
2020
Q4 | $29.1M | Sell |
219,074
-7,231
| -3% | -$870K | 5.9% | 1 |
|
|
2020
Q3 | $26.2M | Sell |
226,305
-4,699
| -2% | -$513K | 6.2% | 1 |
|
|
2020
Q2 | $21.1M | Sell |
231,004
-2,480
| -1% | -$192K | 5.58% | 1 |
|
|
2020
Q1 | $14.8M | Sell |
233,484
-16,424
| -7% | -$1.21M | 5.04% | 2 |
|
|
2019
Q4 | $18.3M | Sell |
249,908
-1,676
| -0.7% | -$108K | 4.31% | 1 |
|
|
2019
Q3 | $14.1M | Sell |
251,584
-7,252
| -3% | -$379K | 3.59% | 1 |
|
|
2019
Q2 | $12.8M | Sell |
258,836
-8,384
| -3% | -$409K | 3.31% | 2 |
|
|
2019
Q1 | $12.7M | Sell |
267,220
-2,616
| -1% | -$111K | 3.35% | 2 |
|
|
2018
Q4 | $10.6M | Sell |
269,836
-1,540
| -0.6% | -$74.7K | 3.17% | 6 |
|
|
2018
Q3 | $15.3M | Sell |
271,376
-22,320
| -8% | -$1.16M | 3.85% | 1 |
|
|
2018
Q2 | $13.6M | Sell |
293,696
-3,892
| -1% | -$177K | 3.6% | 1 |
|
|
2018
Q1 | $12.5M | Sell |
297,588
-8,660
| -3% | -$373K | 3.49% | 2 |
|
|
2017
Q4 | $12.9M | Sell |
306,248
-4,964
| -2% | -$207K | 3.54% | 2 |
|
|
2017
Q3 | $11.9M | Sell |
311,212
-1,556
| -0.5% | -$60.4K | 3.28% | 2 |
|
|
2017
Q2 | $11.1M | Buy |
312,768
+2,680
| +0.9% | +$99.1K | 3.14% | 4 |
|
|
2017
Q1 | $11M | Sell |
310,088
-32,092
| -9% | -$1.06M | 3.26% | 1 |
|
|
2016
Q4 | $9.7M | Buy |
342,180
+19,596
| +6% | +$556K | 3.09% | 3 |
|
|
2016
Q3 | $8.92M | Buy |
322,584
+7,748
| +2% | +$205K | 3.1% | 4 |
|
|
2016
Q2 | $7.32M | Buy |
314,836
+22,544
| +8% | +$560K | 2.62% | 17 |
|
|
2016
Q1 | $7.66M | Buy |
292,292
+6,448
| +2% | +$161K | 2.92% | 11 |
|
|
2015
Q4 | $7.22M | Sell |
285,844
-7,360
| -3% | -$210K | 2.95% | 12 |
|
|
2015
Q3 | $7.77M | Buy |
293,204
+12,404
| +4% | +$364K | 3.44% | 2 |
|
|
2015
Q2 | $8.46M | Sell |
280,800
-3,308
| -1% | -$106K | 3.85% | 2 |
|
|
2015
Q1 | $8.51M | Sell |
284,108
-12,360
| -4% | -$373K | 3.96% | 2 |
|
|
2014
Q4 | $7.89M | Sell |
296,468
-1,100
| -0.4% | -$29.9K | 3.95% | 1 |
|
|
2014
Q3 | $7.28M | Sell |
297,568
-19,684
| -6% | -$483K | 3.82% | 1 |
|
|
2014
Q2 | $7.17M | Sell |
317,252
-25,300
| -7% | -$538K | 3.82% | 1 |
|
|
2014
Q1 | $5.91M | Buy |
342,552
+53,480
| +19% | +$1.02M | 3.39% | 8 |
|
|
2013
Q4 | $5.74M | Buy |
289,072
+11,900
| +4% | +$225K | 3.43% | 4 |
|
|
2013
Q3 | $4.67M | Buy |
277,172
+14,140
| +5% | +$234K | 3.05% | 13 |
|
|
2013
Q2 | $3.69M | Buy |
+263,032
| New | +$4.05M | 2.61% | 25 |
|
Other funds holding AAPL
VCM
VPM
