Stone House Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
6,963
+234
| +3% | +$48K | 0.26% | 29 |
|
|
2025
Q1 | $1.49M | Buy |
6,729
+793
| +13% | +$176K | 0.3% | 28 |
|
|
2024
Q4 | $1.49M | Sell |
5,936
-176
| -3% | -$44.1K | 0.38% | 26 |
|
|
2024
Q3 | $1.42M | Sell |
6,112
-23
| -0.4% | -$5.36K | 0.29% | 26 |
|
|
2024
Q2 | $1.29M | Sell |
6,135
-70
| -1% | -$14.7K | 0.34% | 25 |
|
|
2024
Q1 | $1.06M | Buy |
6,205
+917
| +17% | +$157K | 0.25% | 30 |
|
|
2023
Q4 | $1.02M | Sell |
5,288
-250
| -5% | -$48.1K | 0.35% | 27 |
|
|
2023
Q3 | $948K | Sell |
5,538
-224
| -4% | -$38.3K | 0.33% | 25 |
|
|
2023
Q2 | $1.12M | Sell |
5,762
-608
| -10% | -$118K | 0.41% | 20 |
|
|
2023
Q1 | $1.05M | Sell |
6,370
-1,250
| -16% | -$206K | 0.36% | 21 |
|
|
2022
Q4 | $990K | Sell |
7,620
-174
| -2% | -$22.6K | 0.35% | 25 |
|
|
2022
Q3 | $1.08M | Sell |
7,794
-72
| -0.9% | -$9.95K | 0.5% | 21 |
|
|
2022
Q2 | $1.08M | Sell |
7,866
-306
| -4% | -$41.9K | 0.49% | 22 |
|
|
2022
Q1 | $1.43M | Sell |
8,172
-95
| -1% | -$16.6K | 0.49% | 21 |
|
|
2021
Q4 | $1.47M | Sell |
8,267
-233
| -3% | -$41.4K | 0.5% | 22 |
|
|
2021
Q3 | $1.16M | Hold |
8,500
| – | – | 0.45% | 22 |
|
|
2021
Q2 | $1.16M | Sell |
8,500
-144
| -2% | -$19.7K | 0.45% | 22 |
|
|
2021
Q1 | $1.15M | Hold |
8,644
| – | – | 0.58% | 22 |
|
|
2020
Q4 | $1.15M | Sell |
8,644
-110
| -1% | -$14.6K | 0.58% | 22 |
|
|
2020
Q3 | $1.01M | Buy |
8,754
+278
| +3% | +$32.2K | 0.41% | 28 |
|
|
2020
Q2 | $773K | Hold |
8,476
| – | – | 0.39% | 28 |
|
|
2020
Q1 | $539K | Buy |
+8,476
| New | +$539K | 0.31% | 25 |
|
|
2019
Q4 | – | Sell |
-7,904
| Closed | -$442K | – | 28 |
|
|
2019
Q3 | $442K | Buy |
7,904
+24
| +0.3% | +$1.34K | 0.22% | 38 |
|
|
2019
Q2 | $390K | Buy |
7,880
+92
| +1% | +$4.55K | 0.2% | 36 |
|
|
2019
Q1 | $370K | Sell |
7,788
-1,016
| -12% | -$48.3K | 0.19% | 41 |
|
|
2018
Q4 | $347K | Sell |
8,804
-188
| -2% | -$7.41K | 0.22% | 40 |
|
|
2018
Q3 | $508K | Buy |
8,992
+300
| +3% | +$16.9K | 0.29% | 39 |
|
|
2018
Q2 | $402K | Buy |
8,692
+2,176
| +33% | +$101K | 0.26% | 35 |
|
|
2018
Q1 | $273K | Buy |
6,516
+24
| +0.4% | +$1.01K | 0.18% | 35 |
|
|
2017
Q4 | $275K | Buy |
6,492
+188
| +3% | +$7.96K | 0.19% | 33 |
|
|
2017
Q3 | $243K | Buy |
6,304
+24
| +0.4% | +$925 | 0.17% | 35 |
|
|
2017
Q2 | $226K | Buy |
6,280
+24
| +0.4% | +$864 | 0.16% | 37 |
|
|
2017
Q1 | $225K | Buy |
+6,256
| New | +$225K | 0.17% | 36 |
|