Stonehearth Capital 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 | $3.23M | Sell |
15,751
-370
| -2% | -$75.9K | 1.34% | 15 |
|
|
2025
Q1 | $3.58M | Sell |
16,121
-372
| -2% | -$82.6K | 1.48% | 14 |
|
|
2024
Q4 | $4.13M | Buy |
16,493
+3,059
| +23% | +$766K | 1.66% | 14 |
|
|
2024
Q3 | $3.13M | Sell |
13,434
-236
| -2% | -$55K | 1.24% | 18 |
|
|
2024
Q2 | $2.88M | Buy |
13,670
+27
| +0.2% | +$5.69K | 1.23% | 18 |
|
|
2024
Q1 | $2.34M | Sell |
13,643
-165
| -1% | -$28.3K | 1.06% | 19 |
|
|
2023
Q4 | $2.66M | Buy |
13,808
+488
| +4% | +$94K | 1.31% | 17 |
|
|
2023
Q3 | $2.28M | Sell |
13,320
-28
| -0.2% | -$4.79K | 1.24% | 17 |
|
|
2023
Q2 | $2.59M | Buy |
13,348
+7
| +0.1% | +$1.36K | 1.36% | 17 |
|
|
2023
Q1 | $2.2M | Sell |
13,341
-343
| -3% | -$56.6K | 1.18% | 18 |
|
|
2022
Q4 | $1.78M | Sell |
13,684
-499
| -4% | -$64.8K | 1% | 19 |
|
|
2022
Q3 | $1.96M | Sell |
14,183
-159
| -1% | -$22K | 1.2% | 17 |
|
|
2022
Q2 | $2.11M | Buy |
14,342
+300
| +2% | +$44.1K | 1.2% | 17 |
|
|
2022
Q1 | $2.45M | Buy |
14,042
+405
| +3% | +$70.7K | 1.27% | 18 |
|
|
2021
Q4 | $2.42M | Sell |
13,637
-3,097
| -19% | -$550K | 1.25% | 16 |
|
|
2021
Q3 | $2.37M | Buy |
16,734
+364
| +2% | +$51.5K | 1.23% | 15 |
|
|
2021
Q2 | $2.24M | Buy |
16,370
+407
| +3% | +$55.7K | 1.1% | 17 |
|
|
2021
Q1 | $1.95M | Buy |
15,963
+57
| +0.4% | +$6.96K | 1.06% | 19 |
|
|
2020
Q4 | $2.11M | Buy |
15,906
+314
| +2% | +$41.7K | 1.19% | 18 |
|
|
2020
Q3 | $1.81M | Sell |
15,592
-1,652
| -10% | -$191K | 1.2% | 19 |
|
|
2020
Q2 | $1.68M | Sell |
17,244
-924
| -5% | -$89.9K | 1.12% | 19 |
|
|
2020
Q1 | $1.16M | Sell |
18,168
-3,484
| -16% | -$221K | 0.94% | 19 |
|
|
2019
Q4 | $1.59M | Sell |
21,652
-1,240
| -5% | -$91.1K | 1.05% | 16 |
|
|
2019
Q3 | $1.28M | Buy |
22,892
+1,632
| +8% | +$91.4K | 0.94% | 17 |
|
|
2019
Q2 | $1.05M | Buy |
21,260
+684
| +3% | +$33.8K | 0.77% | 19 |
|
|
2019
Q1 | $977K | Buy |
20,576
+400
| +2% | +$19K | 0.75% | 19 |
|
|
2018
Q4 | $796K | Buy |
20,176
+8,824
| +78% | +$348K | 0.67% | 20 |
|
|
2018
Q3 | $641K | Hold |
11,352
| – | – | 0.49% | 26 |
|
|
2018
Q2 | $525K | Sell |
11,352
-828
| -7% | -$38.3K | 0.41% | 28 |
|
|
2018
Q1 | $511K | Sell |
12,180
-84
| -0.7% | -$3.52K | 0.4% | 28 |
|
|
2017
Q4 | $519K | Buy |
12,264
+1,964
| +19% | +$83.1K | 0.39% | 28 |
|
|
2017
Q3 | $397K | Buy |
10,300
+608
| +6% | +$23.4K | 0.31% | 27 |
|
|
2017
Q2 | $349K | Buy |
9,692
+180
| +2% | +$6.48K | 0.28% | 27 |
|
|
2017
Q1 | $342K | Buy |
9,512
+80
| +0.8% | +$2.88K | 0.27% | 28 |
|
|
2016
Q4 | $273K | Sell |
9,432
-400
| -4% | -$11.6K | 0.21% | 31 |
|
|
2016
Q3 | $278K | Sell |
9,832
-168
| -2% | -$4.75K | 0.22% | 30 |
|
|
2016
Q2 | $239K | Sell |
10,000
-732
| -7% | -$17.5K | 0.19% | 28 |
|
|
2016
Q1 | $292K | Sell |
10,732
-828
| -7% | -$22.5K | 0.26% | 27 |
|
|
2015
Q4 | $304K | Buy |
+11,560
| New | +$304K | 0.2% | 34 |
|