Washburn 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 | $3.07M | Sell |
14,939
-1,813
| -11% | -$372K | 1.8% | 12 |
|
|
2025
Q1 | $3.72M | Sell |
16,752
-1,344
| -7% | -$299K | 2.45% | 6 |
|
|
2024
Q4 | $4.53M | Buy |
18,096
+81
| +0.4% | +$20.3K | 2.81% | 6 |
|
|
2024
Q3 | $4.2M | Sell |
18,015
-543
| -3% | -$127K | 3.01% | 6 |
|
|
2024
Q2 | $3.91M | Sell |
18,558
-503
| -3% | -$106K | 2.79% | 6 |
|
|
2024
Q1 | $3.27M | Sell |
19,061
-2,020
| -10% | -$346K | 2.42% | 7 |
|
|
2023
Q4 | $4.06M | Buy |
21,081
+48
| +0.2% | +$9.24K | 3.05% | 5 |
|
|
2023
Q3 | $3.6M | Buy |
21,033
+174
| +0.8% | +$29.8K | 3.04% | 6 |
|
|
2023
Q2 | $4.05M | Sell |
20,859
-517
| -2% | -$100K | 3.38% | 6 |
|
|
2023
Q1 | $3.52M | Sell |
21,376
-1,110
| -5% | -$183K | 3.04% | 7 |
|
|
2022
Q4 | $2.92M | Buy |
22,486
+286
| +1% | +$37.2K | 2.66% | 9 |
|
|
2022
Q3 | $3.07M | Sell |
22,200
-589
| -3% | -$81.4K | 2.93% | 7 |
|
|
2022
Q2 | $3.12M | Sell |
22,789
-437
| -2% | -$59.8K | 2.68% | 8 |
|
|
2022
Q1 | $4.06M | Sell |
23,226
-9,583
| -29% | -$1.67M | 2.66% | 8 |
|
|
2021
Q4 | $5.83M | Sell |
32,809
-230
| -0.7% | -$40.8K | 3.46% | 8 |
|
|
2021
Q3 | $4.68M | Sell |
33,039
-680
| -2% | -$96.2K | 3.06% | 8 |
|
|
2021
Q2 | $4.62M | Sell |
33,719
-723
| -2% | -$99K | 3.09% | 8 |
|
|
2021
Q1 | $4.21M | Sell |
34,442
-4,036
| -10% | -$493K | 2.86% | 8 |
|
|
2020
Q4 | $5.11M | Buy |
38,478
+367
| +1% | +$48.7K | 3.55% | 5 |
|
|
2020
Q3 | $4.41M | Sell |
38,111
-1,809
| -5% | -$210K | 3.49% | 5 |
|
|
2020
Q2 | $3.64M | Buy |
39,920
+808
| +2% | +$73.7K | 3.35% | 6 |
|
|
2020
Q1 | $2.49M | Buy |
39,112
+664
| +2% | +$42.2K | 3.4% | 7 |
|
|
2019
Q4 | $2.82M | Buy |
+38,448
| New | +$2.82M | 2.56% | 7 |
|