WealthTrust Axiom’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.8M | Sell |
78,201
-423
| -0.5% | -$110K | 4.88% | 1 |
|
|
2025
Q4 | $21.4M | Sell |
78,624
-607
| -0.8% | -$163K | 5.5% | 1 |
|
|
2025
Q3 | $20.2M | Buy |
79,231
+107
| +0.1% | +$24.2K | 5.4% | 1 |
|
|
2025
Q2 | $16.2M | Buy |
79,124
+332
| +0.4% | +$67K | 4.77% | 1 |
|
|
2025
Q1 | $17.5M | Sell |
78,792
-1,139
| -1% | -$264K | 5.33% | 1 |
|
|
2024
Q4 | $20M | Sell |
79,931
-527
| -0.7% | -$124K | 5.96% | 1 |
|
|
2024
Q3 | $18.7M | Buy |
80,458
+3,497
| +5% | +$781K | 5.55% | 1 |
|
|
2024
Q2 | $16.2M | Sell |
76,961
-4
| -0% | -$746 | 5.37% | 1 |
|
|
2024
Q1 | $13.2M | Sell |
76,965
-5,793
| -7% | -$1.05M | 4.25% | 1 |
|
|
2023
Q4 | $15.9M | Buy |
82,758
+14,680
| +22% | +$2.71M | 5.33% | 1 |
|
|
2023
Q3 | $11.7M | Sell |
68,078
-24,515
| -26% | -$4.5M | 4.19% | 2 |
|
|
2023
Q2 | $18M | Sell |
92,593
-112
| -0.1% | -$19.5K | 5.96% | 1 |
|
|
2023
Q1 | $15.3M | Buy |
92,705
+739
| +0.8% | +$109K | 5.21% | 1 |
|
|
2022
Q4 | $11.9M | Buy |
91,966
+290
| +0.3% | +$41.4K | 4.17% | 3 |
|
|
2022
Q3 | $12.7M | Buy |
91,676
+121
| +0.1% | +$19K | 4.83% | 1 |
|
|
2022
Q2 | $12.5M | Buy |
91,555
+34
| +0% | +$5.15K | 4.46% | 1 |
|
|
2022
Q1 | $16M | Sell |
91,521
-350
| -0.4% | -$58.9K | 4.99% | 1 |
|
|
2021
Q4 | $16.3M | Sell |
91,871
-812
| -0.9% | -$128K | 5.21% | 1 |
|
|
2021
Q3 | $13.1M | Sell |
92,683
-1,373
| -1% | -$202K | 4.44% | 1 |
|
|
2021
Q2 | $12.9M | Sell |
94,056
-14
| -0% | -$1.81K | 4.13% | 1 |
|
|
2021
Q1 | $11.5M | Buy |
94,070
+209
| +0.2% | +$26.8K | 3.89% | 1 |
|
|
2020
Q4 | $12.5M | Sell |
93,861
-2,767
| -3% | -$333K | 4.52% | 2 |
|
|
2020
Q3 | $11.2M | Sell |
96,628
-2,860
| -3% | -$312K | 4.82% | 1 |
|
|
2020
Q2 | $9.07M | Sell |
99,488
-4,972
| -5% | -$385K | 3.99% | 2 |
|
|
2020
Q1 | $6.64M | Sell |
104,460
-4,560
| -4% | -$335K | 3.26% | 3 |
|
|
2019
Q4 | $8M | Sell |
109,020
-4,200
| -4% | -$270K | 2.68% | 5 |
|
|
2019
Q3 | $6.34M | Sell |
113,220
-180
| -0.2% | -$9.41K | 2.24% | 9 |
|
|
2019
Q2 | $5.61M | Sell |
113,400
-6,584
| -5% | -$321K | 1.95% | 8 |
|
|
2019
Q1 | $5.7M | Hold |
119,984
| – | – | 2.03% | 9 |
|
|
2018
Q4 | $4.73M | Sell |
119,984
-3,304
| -3% | -$160K | 1.94% | 11 |
|
|
2018
Q3 | $6.96M | Sell |
123,288
-120
| -0.1% | -$6.25K | 2.35% | 7 |
|
|
2018
Q2 | $5.71M | Sell |
123,408
-2,492
| -2% | -$113K | 2.02% | 9 |
|
|
2018
Q1 | $5.28M | Buy |
125,900
+49,920
| +66% | +$2.15M | 1.93% | 9 |
|
|
2017
Q4 | $3.21M | Sell |
75,980
-100
| -0.1% | -$4.18K | 1.2% | 22 |
|
|
2017
Q3 | $2.93M | Sell |
76,080
-1,300
| -2% | -$50.4K | 1.12% | 26 |
|
|
2017
Q2 | $2.79M | Sell |
77,380
-2,396
| -3% | -$88.6K | 1.05% | 27 |
|
|
2017
Q1 | $2.87M | Sell |
79,776
-760
| -0.9% | -$25K | 1.05% | 26 |
|
|
2016
Q4 | $2.33M | Buy |
80,536
+308
| +0.4% | +$8.73K | 0.85% | 35 |
|
|
2016
Q3 | $2.27M | Sell |
80,228
-3,916
| -5% | -$104K | 0.85% | 37 |
|
|
2016
Q2 | $2.01M | Sell |
84,144
-15,144
| -15% | -$376K | 0.77% | 37 |
|
|
2016
Q1 | $2.71M | Buy |
99,288
+4,636
| +5% | +$116K | 1.07% | 25 |
|
|
2015
Q4 | $2.49M | Sell |
94,652
-68
| -0.1% | -$1.94K | 0.99% | 31 |
|
|
2015
Q3 | $2.61M | Buy |
94,720
+2,728
| +3% | +$80K | 1.09% | 25 |
|
|
2015
Q2 | $2.88M | Buy |
91,992
+1,304
| +1% | +$41.7K | 1.07% | 31 |
|
|
2015
Q1 | $2.82M | Buy |
90,688
+432
| +0.5% | +$13K | 1.01% | 32 |
|
|
2014
Q4 | $2.49M | Sell |
90,256
-424
| -0.5% | -$11.5K | 0.89% | 31 |
|
|
2014
Q3 | $2.28M | Sell |
90,680
-3,108
| -3% | -$76.3K | 0.81% | 35 |
|
|
2014
Q2 | $2.18M | Sell |
93,788
-4,772
| -5% | -$102K | 0.74% | 36 |
|
|
2014
Q1 | $1.89M | Buy |
98,560
+8,204
| +9% | +$156K | 0.68% | 41 |
|
|
2013
Q4 | $1.81M | Buy |
90,356
+4,508
| +5% | +$85.2K | 0.7% | 39 |
|
|
2013
Q3 | $1.46M | Sell |
85,848
-588
| -0.7% | -$9.75K | 0.6% | 46 |
|
|
2013
Q2 | $1.22M | Buy |
+86,436
| New | +$1.33M | 0.53% | 50 |
|
Other funds holding AAPL
VCM
VPM
