Stolper & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
58,794
-872
| -1% | -$179K | 3.96% | 3 |
|
|
2025
Q1 | $13.3M | Sell |
59,666
-1,368
| -2% | -$304K | 4.35% | 3 |
|
|
2024
Q4 | $15.3M | Sell |
61,034
-438
| -0.7% | -$110K | 5.09% | 2 |
|
|
2024
Q3 | $14.3M | Sell |
61,472
-1,700
| -3% | -$396K | 4.69% | 2 |
|
|
2024
Q2 | $13.3M | Buy |
63,172
+44
| +0.1% | +$9.27K | 4.68% | 2 |
|
|
2024
Q1 | $10.8M | Sell |
63,128
-4,761
| -7% | -$816K | 3.91% | 3 |
|
|
2023
Q4 | $13.1M | Sell |
67,889
-266
| -0.4% | -$51.2K | 5.26% | 2 |
|
|
2023
Q3 | $11.7M | Buy |
68,155
+34
| +0% | +$5.82K | 5.06% | 2 |
|
|
2023
Q2 | $13.2M | Sell |
68,121
-1,243
| -2% | -$241K | 5.56% | 2 |
|
|
2023
Q1 | $11.4M | Buy |
69,364
+242
| +0.4% | +$39.9K | 4.9% | 2 |
|
|
2022
Q4 | $8.98M | Buy |
69,122
+2,697
| +4% | +$350K | 3.94% | 2 |
|
|
2022
Q3 | $9.18M | Buy |
66,425
+297
| +0.4% | +$41K | 4.52% | 2 |
|
|
2022
Q2 | $9.04M | Sell |
66,128
-118
| -0.2% | -$16.1K | 4.24% | 2 |
|
|
2022
Q1 | $11.6M | Sell |
66,246
-3,058
| -4% | -$534K | 4.9% | 2 |
|
|
2021
Q4 | $12.3M | Sell |
69,304
-496
| -0.7% | -$88.1K | 5.49% | 1 |
|
|
2021
Q3 | $9.88M | Sell |
69,800
-522
| -0.7% | -$73.9K | 4.72% | 2 |
|
|
2021
Q2 | $9.63M | Buy |
70,322
+256
| +0.4% | +$35.1K | 4.54% | 2 |
|
|
2021
Q1 | $8.56M | Sell |
70,066
-3,054
| -4% | -$373K | 4.41% | 2 |
|
|
2020
Q4 | $9.7M | Sell |
73,120
-48,107
| -40% | -$6.38M | 5.44% | 1 |
|
|
2020
Q3 | $14M | Sell |
121,227
-2,669
| -2% | -$309K | 9.08% | 1 |
|
|
2020
Q2 | $11.3M | Sell |
123,896
-6,800
| -5% | -$620K | 7.38% | 1 |
|
|
2020
Q1 | $8.31M | Buy |
+130,696
| New | +$8.31M | 5.97% | 1 |
|