Townsend & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
14,216
-325
| -2% | -$69.5K | 0.3% | 46 |
|
|
2025
Q1 | $2.81M | Sell |
14,541
-26
| -0.2% | -$5.02K | 0.29% | 43 |
|
|
2024
Q4 | $3.24M | Sell |
14,567
-69
| -0.5% | -$15.4K | 0.33% | 46 |
|
|
2024
Q3 | $3.38M | Sell |
14,636
-98
| -0.7% | -$22.6K | 0.35% | 45 |
|
|
2024
Q2 | $3.21M | Sell |
14,734
-193
| -1% | -$42.1K | 0.36% | 44 |
|
|
2024
Q1 | $2.49M | Sell |
14,927
-1,990
| -12% | -$332K | 0.29% | 44 |
|
|
2023
Q4 | $3.29M | Sell |
16,917
-522
| -3% | -$102K | 0.41% | 41 |
|
|
2023
Q3 | $2.93M | Sell |
17,439
-1,497
| -8% | -$252K | 0.62% | 40 |
|
|
2023
Q2 | $3.67M | Buy |
18,936
+231
| +1% | +$44.7K | 0.94% | 39 |
|
|
2023
Q1 | $3.17M | Buy |
18,705
+14,325
| +327% | +$2.43M | 1.27% | 28 |
|
|
2022
Q4 | $674K | Sell |
4,380
-482
| -10% | -$74.2K | 0.33% | 66 |
|
|
2022
Q3 | $678K | Sell |
4,862
-17,969
| -79% | -$2.51M | 0.31% | 59 |
|
|
2022
Q2 | $3.31M | Buy |
22,831
+420
| +2% | +$60.9K | 1.53% | 10 |
|
|
2022
Q1 | $3.81M | Buy |
22,411
+442
| +2% | +$75.2K | 1.75% | 8 |
|
|
2021
Q4 | $3.8M | Buy |
21,969
+57
| +0.3% | +$9.87K | 2.08% | 8 |
|
|
2021
Q3 | $3.13M | Sell |
21,912
-675
| -3% | -$96.4K | 1.54% | 11 |
|
|
2021
Q2 | $3.26M | Buy |
22,587
+1,885
| +9% | +$272K | 1.91% | 13 |
|
|
2021
Q1 | $2.53M | Buy |
20,702
+2,142
| +12% | +$262K | 1.64% | 16 |
|
|
2020
Q4 | $2.46M | Buy |
18,560
+287
| +2% | +$38.1K | 1.79% | 10 |
|
|
2020
Q3 | $2.14M | Sell |
18,273
-11,595
| -39% | -$1.36M | 1.67% | 10 |
|
|
2020
Q2 | $2.72M | Buy |
29,868
+1,736
| +6% | +$158K | 2.29% | 4 |
|
|
2020
Q1 | $1.83M | Buy |
28,132
+612
| +2% | +$39.7K | 1.9% | 16 |
|
|
2019
Q4 | $2.09M | Buy |
27,520
+528
| +2% | +$40K | 1.82% | 18 |
|
|
2019
Q3 | $1.51M | Buy |
26,992
+1,496
| +6% | +$83.9K | 1.45% | 29 |
|
|
2019
Q2 | $1.3M | Buy |
25,496
+2,992
| +13% | +$153K | 0.99% | 38 |
|
|
2019
Q1 | $1.07M | Buy |
22,504
+476
| +2% | +$22.6K | 1.08% | 39 |
|
|
2018
Q4 | $869K | Buy |
22,028
+1,392
| +7% | +$54.9K | 1% | 42 |
|
|
2018
Q3 | $1.17M | Buy |
20,636
+3,820
| +23% | +$216K | 1.15% | 33 |
|
|
2018
Q2 | $778K | Buy |
16,816
+1,072
| +7% | +$49.6K | 0.87% | 46 |
|
|
2018
Q1 | $660K | Buy |
15,744
+2,284
| +17% | +$95.7K | 0.53% | 48 |
|
|
2017
Q4 | $569K | Buy |
+13,460
| New | +$569K | 0.49% | 56 |
|