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