SICM
Sustainable Insight Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
83,698
+14,521
| +21% | +$2.98M | 7.77% | 1 |
|
|
2025
Q1 | $15.4M | Sell |
69,177
-1,663
| -2% | -$369K | 7.65% | 1 |
|
|
2024
Q4 | $17.7M | Sell |
70,840
-3,561
| -5% | -$892K | 7.76% | 1 |
|
|
2024
Q3 | $17.3M | Sell |
74,401
-3,400
| -4% | -$792K | 7.86% | 1 |
|
|
2024
Q2 | $16.4M | Buy |
77,801
+14,300
| +23% | +$3.01M | 8.21% | 1 |
|
|
2024
Q1 | $10.9M | Buy |
63,501
+54,400
| +598% | +$9.33M | 7.86% | 1 |
|
|
2023
Q4 | $1.75M | Sell |
9,101
-10,000
| -52% | -$1.93M | 1.43% | 25 |
|
|
2023
Q3 | $3.27M | Buy |
19,101
+9,500
| +99% | +$1.63M | 3.21% | 11 |
|
|
2023
Q2 | $1.86M | Sell |
9,601
-11,000
| -53% | -$2.13M | 1.73% | 23 |
|
|
2023
Q1 | $3.4M | Buy |
20,601
+2,400
| +13% | +$396K | 3.41% | 6 |
|
|
2022
Q4 | $2.36M | Buy |
18,201
+289
| +2% | +$37.6K | 2.67% | 8 |
|
|
2022
Q3 | $2.48M | Sell |
17,912
-4,119
| -19% | -$569K | 2.89% | 9 |
|
|
2022
Q2 | $3.37M | Buy |
22,031
+2,200
| +11% | +$337K | 3.36% | 6 |
|
|
2022
Q1 | $3.46M | Sell |
19,831
-2,657
| -12% | -$464K | 2.46% | 12 |
|
|
2021
Q4 | $3.99M | Sell |
22,488
-1,684
| -7% | -$299K | 2.14% | 13 |
|
|
2021
Q3 | $3.42M | Buy |
24,172
+2,792
| +13% | +$395K | 2.19% | 18 |
|
|
2021
Q2 | $2.93M | Sell |
21,380
-3,208
| -13% | -$439K | 1.73% | 19 |
|
|
2021
Q1 | $3M | Sell |
24,588
-6,409
| -21% | -$783K | 2% | 15 |
|
|
2020
Q4 | $4.11M | Buy |
+30,997
| New | +$4.11M | 2.8% | 13 |
|
|
2020
Q1 | $4.29M | Buy |
16,851
+14,103
| +513% | +$3.59M | 5.98% | 1 |
|
|
2019
Q4 | $807K | Sell |
2,748
-200
| -7% | -$58.7K | 0.83% | 33 |
|
|
2019
Q3 | $660K | Sell |
2,948
-400
| -12% | -$89.6K | 0.76% | 26 |
|
|
2019
Q2 | $663K | Sell |
3,348
-1,200
| -26% | -$238K | 0.77% | 27 |
|
|
2019
Q1 | $864K | Sell |
4,548
-21,082
| -82% | -$4.01M | 1.11% | 32 |
|
|
2018
Q4 | $4.04M | Sell |
25,630
-1,488
| -5% | -$235K | 5.26% | 5 |
|
|
2018
Q3 | $6.12M | Sell |
27,118
-14,512
| -35% | -$3.28M | 4% | 10 |
|
|
2018
Q2 | $7.71M | Sell |
41,630
-8,270
| -17% | -$1.53M | 2.93% | 16 |
|
|
2018
Q1 | $8.37M | Sell |
49,900
-5,400
| -10% | -$906K | 3.32% | 13 |
|
|
2017
Q4 | $9.36M | Buy |
55,300
+300
| +0.5% | +$50.8K | 3.54% | 14 |
|
|
2017
Q3 | $8.48M | Buy |
55,000
+4,700
| +9% | +$724K | 3.82% | 11 |
|
|
2017
Q2 | $7.24M | Buy |
50,300
+29,100
| +137% | +$4.19M | 3.4% | 13 |
|
|
2017
Q1 | $3.05M | Sell |
21,200
-6,900
| -25% | -$991K | 1.51% | 19 |
|
|
2016
Q4 | $3.26M | Buy |
+28,100
| New | +$3.26M | 1.68% | 20 |
|