Towercrest 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 | $7.22M | Sell |
35,188
-119
| -0.3% | -$24.4K | 1.29% | 25 |
|
2025
Q1 | $7.84M | Sell |
35,307
-27,406
| -44% | -$6.09M | 1.49% | 24 |
|
2024
Q4 | $15.7M | Buy |
62,713
+3,331
| +6% | +$834K | 2.54% | 11 |
|
2024
Q3 | $13.8M | Sell |
59,382
-4,009
| -6% | -$934K | 2.23% | 15 |
|
2024
Q2 | $13.4M | Sell |
63,391
-2,080
| -3% | -$438K | 2.2% | 16 |
|
2024
Q1 | $11.2M | Buy |
65,471
+773
| +1% | +$133K | 1.89% | 18 |
|
2023
Q4 | $12.5M | Buy |
64,698
+143
| +0.2% | +$27.5K | 2.23% | 16 |
|
2023
Q3 | $11.1M | Sell |
64,555
-804
| -1% | -$138K | 2.15% | 18 |
|
2023
Q2 | $12.7M | Buy |
65,359
+622
| +1% | +$121K | 2.36% | 15 |
|
2023
Q1 | $10.7M | Sell |
64,737
-29
| -0% | -$4.78K | 2.22% | 16 |
|
2022
Q4 | $8.42M | Sell |
64,766
-15
| -0% | -$1.95K | 1.86% | 22 |
|
2022
Q3 | $8.95M | Buy |
64,781
+3
| +0% | +$415 | 2.09% | 18 |
|
2022
Q2 | $8.86M | Buy |
64,778
+41
| +0.1% | +$5.61K | 1.98% | 19 |
|
2022
Q1 | $11.3M | Buy |
64,737
+875
| +1% | +$153K | 2.2% | 16 |
|
2021
Q4 | $11.3M | Sell |
63,862
-1,192
| -2% | -$212K | 2.07% | 21 |
|
2021
Q3 | $9.21M | Buy |
65,054
+4,660
| +8% | +$659K | 1.74% | 26 |
|
2021
Q2 | $8.27M | Sell |
60,394
-1,059
| -2% | -$145K | 1.6% | 28 |
|
2021
Q1 | $7.51M | Sell |
61,453
-1,702
| -3% | -$208K | 1.61% | 28 |
|
2020
Q4 | $8.38M | Sell |
63,155
-1,329
| -2% | -$176K | 1.88% | 22 |
|
2020
Q3 | $7.47M | Sell |
64,484
-2,100
| -3% | -$243K | 1.83% | 21 |
|
2020
Q2 | $6.07M | Sell |
66,584
-860
| -1% | -$78.4K | 1.59% | 27 |
|
2020
Q1 | $4.29M | Buy |
67,444
+7,400
| +12% | +$470K | 1.29% | 29 |
|
2019
Q4 | $4.41M | Buy |
60,044
+7,396
| +14% | +$543K | 1.13% | 29 |
|
2019
Q3 | $2.95M | Sell |
52,648
-9,280
| -15% | -$520K | 0.82% | 32 |
|
2019
Q2 | $3.06M | Buy |
61,928
+488
| +0.8% | +$24.1K | 0.87% | 32 |
|
2019
Q1 | $2.92M | Buy |
61,440
+8,164
| +15% | +$388K | 0.84% | 32 |
|
2018
Q4 | $2.1M | Buy |
53,276
+13,404
| +34% | +$529K | 0.67% | 34 |
|
2018
Q3 | $2.25M | Buy |
39,872
+1,580
| +4% | +$89.2K | 0.67% | 37 |
|
2018
Q2 | $1.77M | Buy |
38,292
+8,024
| +27% | +$371K | 0.56% | 41 |
|
2018
Q1 | $1.27M | Buy |
30,268
+2,620
| +9% | +$110K | 0.88% | 21 |
|
2017
Q4 | $1.17M | Buy |
27,648
+164
| +0.6% | +$6.94K | 0.85% | 19 |
|
2017
Q3 | $1.06M | Hold |
27,484
| – | – | 0.81% | 20 |
|
2017
Q2 | $990K | Buy |
27,484
+3,740
| +16% | +$135K | 0.78% | 20 |
|
2017
Q1 | $853K | Hold |
23,744
| – | – | 0.71% | 20 |
|
2016
Q4 | $688K | Hold |
23,744
| – | – | 0.6% | 23 |
|
2016
Q3 | $671K | Hold |
23,744
| – | – | 0.6% | 21 |
|
2016
Q2 | $567K | Hold |
23,744
| – | – | 0.54% | 19 |
|
2016
Q1 | $647K | Hold |
23,744
| – | – | 0.68% | 21 |
|
2015
Q4 | $625K | Hold |
23,744
| – | – | 0.68% | 20 |
|
2015
Q3 | $655K | Hold |
23,744
| – | – | 0.72% | 20 |
|
2015
Q2 | $745K | Hold |
23,744
| – | – | 0.79% | 20 |
|
2015
Q1 | $743K | Buy |
23,744
+3,880
| +20% | +$121K | 0.78% | 19 |
|
2014
Q4 | $548K | Buy |
+19,864
| New | +$548K | 0.64% | 19 |
|