The Family Firm’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
35,965
+11
| +0% | +$2.26K | 1.78% | 14 |
|
|
2025
Q1 | $7.99M | Buy |
35,954
+7
| +0% | +$1.56K | 1.78% | 11 |
|
|
2024
Q4 | $9M | Sell |
35,947
-2,313
| -6% | -$579K | 2% | 10 |
|
|
2024
Q3 | $8.91M | Buy |
38,260
+893
| +2% | +$208K | 1.95% | 10 |
|
|
2024
Q2 | $7.87M | Buy |
37,367
+175
| +0.5% | +$36.9K | 1.75% | 10 |
|
|
2024
Q1 | $6.38M | Sell |
37,192
-84
| -0.2% | -$14.4K | 1.55% | 12 |
|
|
2023
Q4 | $7.18M | Sell |
37,276
-165
| -0.4% | -$31.8K | 1.85% | 11 |
|
|
2023
Q3 | $6.41M | Sell |
37,441
-2,212
| -6% | -$379K | 1.8% | 10 |
|
|
2023
Q2 | $7.69M | Sell |
39,653
-423
| -1% | -$82.1K | 2.03% | 9 |
|
|
2023
Q1 | $6.61M | Sell |
40,076
-450
| -1% | -$74.2K | 1.83% | 10 |
|
|
2022
Q4 | $5.27M | Buy |
40,526
+3,545
| +10% | +$461K | 1.54% | 12 |
|
|
2022
Q3 | $5.11M | Sell |
36,981
-967
| -3% | -$134K | 1.63% | 13 |
|
|
2022
Q2 | $5.19M | Buy |
37,948
+8
| +0% | +$1.09K | 1.53% | 16 |
|
|
2022
Q1 | $6.63M | Sell |
37,940
-737,188
| -95% | -$129M | 1.74% | 11 |
|
|
2021
Q4 | $6.6M | Buy |
775,128
+742,022
| +2,241% | +$6.32M | 1.71% | 14 |
|
|
2021
Q3 | $4.94M | Buy |
33,106
+14,418
| +77% | +$2.15M | 1.3% | 16 |
|
|
2021
Q2 | $2.56M | Sell |
18,688
-4,977
| -21% | -$682K | 0.7% | 32 |
|
|
2021
Q1 | $2.89M | Buy |
23,665
+1
| +0% | +$122 | 0.83% | 27 |
|
|
2020
Q4 | $3.01M | Buy |
23,664
+382
| +2% | +$48.6K | 0.9% | 26 |
|
|
2020
Q3 | $2.7M | Buy |
23,282
+86
| +0.4% | +$9.96K | 0.97% | 23 |
|
|
2020
Q2 | $2.12M | Sell |
23,196
-1,484
| -6% | -$135K | 0.79% | 27 |
|
|
2020
Q1 | $1.57M | Sell |
24,680
-1,384
| -5% | -$88K | 0.67% | 35 |
|
|
2019
Q4 | $1.91M | Sell |
26,064
-2,304
| -8% | -$169K | 0.65% | 36 |
|
|
2019
Q3 | $1.59M | Sell |
28,368
-760
| -3% | -$42.5K | 0.56% | 41 |
|
|
2019
Q2 | $1.44M | Sell |
29,128
-368
| -1% | -$18.2K | 0.51% | 41 |
|
|
2019
Q1 | $1.4M | Sell |
29,496
-252
| -0.8% | -$12K | 0.51% | 41 |
|
|
2018
Q4 | $1.17M | Sell |
29,748
-5,548
| -16% | -$219K | 0.47% | 42 |
|
|
2018
Q3 | $1.99M | Sell |
35,296
-3,116
| -8% | -$176K | 0.72% | 31 |
|
|
2018
Q2 | $1.78M | Sell |
38,412
-1,192
| -3% | -$55.2K | 0.67% | 34 |
|
|
2018
Q1 | $1.66M | Buy |
39,604
+5,336
| +16% | +$224K | 0.65% | 35 |
|
|
2017
Q4 | $1.45M | Sell |
34,268
-816
| -2% | -$34.5K | 0.58% | 36 |
|
|
2017
Q3 | $1.35M | Buy |
35,084
+48
| +0.1% | +$1.85K | 0.56% | 36 |
|
|
2017
Q2 | $1.26M | Sell |
35,036
-3,392
| -9% | -$122K | 0.56% | 37 |
|
|
2017
Q1 | $1.38M | Sell |
38,428
-272
| -0.7% | -$9.77K | 0.66% | 32 |
|
|
2016
Q4 | $1.12M | Buy |
38,700
+140
| +0.4% | +$4.06K | 0.53% | 41 |
|
|
2016
Q3 | $1.09M | Sell |
38,560
-496
| -1% | -$14K | 0.52% | 42 |
|
|
2016
Q2 | $933K | Buy |
39,056
+156
| +0.4% | +$3.73K | 0.46% | 43 |
|
|
2016
Q1 | $1.06M | Sell |
38,900
-740
| -2% | -$20.2K | 0.54% | 40 |
|
|
2015
Q4 | $1.04M | Buy |
39,640
+1,092
| +3% | +$28.7K | 0.55% | 39 |
|
|
2015
Q3 | $1.06M | Buy |
38,548
+388
| +1% | +$10.7K | 0.58% | 37 |
|
|
2015
Q2 | $1.2M | Buy |
38,160
+12
| +0% | +$376 | 0.62% | 32 |
|
|
2015
Q1 | $1.19M | Buy |
38,148
+724
| +2% | +$22.5K | 0.6% | 33 |
|
|
2014
Q4 | $1.03M | Buy |
+37,424
| New | +$1.03M | 0.54% | 35 |
|