SWK
Stephen W. Kidder’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Buy |
139,065
+751
| +0.5% | +$154K | 8.58% | 1 |
|
|
2025
Q1 | $30.7M | Sell |
138,314
-1,127
| -0.8% | -$250K | 9.58% | 1 |
|
|
2024
Q4 | $34.9M | Sell |
139,441
-533
| -0.4% | -$133K | 10.51% | 1 |
|
|
2024
Q3 | $32.6M | Sell |
139,974
-1,123
| -0.8% | -$262K | 9.63% | 1 |
|
|
2024
Q2 | $29.7M | Buy |
141,097
+135
| +0.1% | +$28.4K | 9.29% | 1 |
|
|
2024
Q1 | $24.2M | Sell |
140,962
-4,770
| -3% | -$818K | 7.71% | 1 |
|
|
2023
Q4 | $28.1M | Sell |
145,732
-1,735
| -1% | -$334K | 9.04% | 1 |
|
|
2023
Q3 | $25.2M | Sell |
147,467
-1,350
| -0.9% | -$231K | 8.76% | 1 |
|
|
2023
Q2 | $28.9M | Sell |
148,817
-2,341
| -2% | -$454K | 9.45% | 1 |
|
|
2023
Q1 | $24.9M | Sell |
151,158
-1,850
| -1% | -$305K | 8.68% | 1 |
|
|
2022
Q4 | $19.9M | Sell |
153,008
-809
| -0.5% | -$105K | 7.28% | 1 |
|
|
2022
Q3 | $21.3M | Sell |
153,817
-2,219
| -1% | -$307K | 8.67% | 1 |
|
|
2022
Q2 | $21.3M | Sell |
156,036
-5,032
| -3% | -$688K | 8.26% | 1 |
|
|
2022
Q1 | $28.1M | Sell |
161,068
-1,020
| -0.6% | -$178K | 9.08% | 1 |
|
|
2021
Q4 | $28.8M | Sell |
162,088
-7,558
| -4% | -$1.34M | 8.74% | 1 |
|
|
2021
Q3 | $24M | Sell |
169,646
-4,964
| -3% | -$702K | 7.53% | 1 |
|
|
2021
Q2 | $23.9M | Sell |
174,610
-6,945
| -4% | -$951K | 7.38% | 1 |
|
|
2021
Q1 | $22.2M | Sell |
181,555
-7,189
| -4% | -$878K | 7.16% | 1 |
|
|
2020
Q4 | $25M | Sell |
188,744
-13,012
| -6% | -$1.73M | 8.33% | 1 |
|
|
2020
Q3 | $23.4M | Buy |
201,756
+147,925
| +275% | +$17.1M | 8.29% | 1 |
|
|
2020
Q2 | $19.6M | Sell |
53,831
-2,104
| -4% | -$768K | 7.49% | 1 |
|
|
2020
Q1 | $14.2M | Sell |
55,935
-5,421
| -9% | -$1.38M | 6.46% | 1 |
|
|
2019
Q4 | $18M | Sell |
61,356
-2,358
| -4% | -$692K | 6.63% | 1 |
|
|
2019
Q3 | $14.3M | Buy |
63,714
+191
| +0.3% | +$42.8K | 5.62% | 1 |
|
|
2019
Q2 | $12.6M | Sell |
63,523
-64
| -0.1% | -$12.7K | 5.04% | 1 |
|
|
2019
Q1 | $12.1M | Sell |
63,587
-4,210
| -6% | -$800K | 4.91% | 1 |
|
|
2018
Q4 | $10.7M | Sell |
67,797
-2,657
| -4% | -$419K | 4.71% | 2 |
|
|
2018
Q3 | $15.9M | Sell |
70,454
-1,915
| -3% | -$432K | 5.81% | 1 |
|
|
2018
Q2 | $13.4M | Sell |
72,369
-810
| -1% | -$150K | 5.14% | 1 |
|
|
2018
Q1 | $12.3M | Sell |
73,179
-2,412
| -3% | -$405K | 4.69% | 2 |
|
|
2017
Q4 | $12.8M | Sell |
75,591
-85
| -0.1% | -$14.4K | 4.59% | 2 |
|
|
2017
Q3 | $11.7M | Sell |
75,676
-738
| -1% | -$114K | 4.3% | 2 |
|
|
2017
Q2 | $11M | Sell |
76,414
-783
| -1% | -$113K | 4.17% | 2 |
|
|
2017
Q1 | $11.1M | Sell |
77,197
-60
| -0.1% | -$8.62K | 4.27% | 2 |
|
|
2016
Q4 | $8.95M | Sell |
77,257
-500
| -0.6% | -$57.9K | 3.62% | 4 |
|
|
2016
Q3 | $8.79M | Buy |
77,757
+900
| +1% | +$102K | 3.5% | 5 |
|
|
2016
Q2 | $7.35M | Buy |
76,857
+8,039
| +12% | +$768K | 2.93% | 11 |
|
|
2016
Q1 | $7.5M | Buy |
68,818
+4,800
| +7% | +$523K | 3.04% | 8 |
|
|
2015
Q4 | $6.74M | Buy |
64,018
+8,670
| +16% | +$913K | 2.88% | 12 |
|
|
2015
Q3 | $6.11M | Buy |
55,348
+1,965
| +4% | +$217K | 3.06% | 8 |
|
|
2015
Q2 | $6.7M | Sell |
53,383
-485
| -0.9% | -$60.8K | 3.02% | 7 |
|
|
2015
Q1 | $6.7M | Buy |
53,868
+496
| +0.9% | +$61.7K | 2.9% | 8 |
|
|
2014
Q4 | $5.89M | Buy |
53,372
+950
| +2% | +$105K | 2.55% | 12 |
|
|
2014
Q3 | $5.28M | Buy |
52,422
+16,120
| +44% | +$1.62M | 2.4% | 13 |
|
|
2014
Q2 | $3.37M | Buy |
36,302
+32,822
| +943% | +$3.05M | 2.24% | 22 |
|
|
2014
Q1 | $1.87M | Buy |
3,480
+300
| +9% | +$161K | 1.26% | 36 |
|
|
2013
Q4 | $1.78M | Buy |
3,180
+857
| +37% | +$481K | 1.23% | 37 |
|
|
2013
Q3 | $1.11M | Buy |
2,323
+736
| +46% | +$351K | 0.85% | 40 |
|
|
2013
Q2 | $629K | Buy |
+1,587
| New | +$629K | 0.51% | 45 |
|