Weatherly Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85.4M | Sell |
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|
2025
Q2 | $71.3M | Sell |
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|
2025
Q1 | $78.5M | Sell |
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|
2024
Q4 | $89.8M | Sell |
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|
2024
Q3 | $85.2M | Sell |
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|
2024
Q2 | $78.3M | Sell |
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|
2024
Q1 | $64.2M | Sell |
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|
2023
Q4 | $73.6M | Sell |
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|
2023
Q3 | $67.5M | Sell |
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|
2023
Q2 | $78.6M | Sell |
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|
2023
Q1 | $69.5M | Sell |
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|
2022
Q4 | $55.6M | Sell |
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|
2022
Q3 | $60.7M | Sell |
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|
2022
Q2 | $60.9M | Sell |
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|
2022
Q1 | $79.1M | Sell |
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|
2021
Q4 | $81.3M | Sell |
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|
2021
Q3 | $65.5M | Sell |
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|
2021
Q2 | $64.4M | Sell |
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|
2021
Q1 | $58.3M | Sell |
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|
2020
Q4 | $63.6M | Sell |
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|
2020
Q3 | $57.7M | Sell |
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|
2020
Q2 | $47.1M | Sell |
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|
2020
Q1 | $33.2M | Sell |
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|
2019
Q4 | $39.1M | Sell |
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|
2019
Q3 | $30.2M | Sell |
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|
2019
Q2 | $28.1M | Sell |
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|
2019
Q1 | $27.4M | Sell |
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|
2018
Q4 | $22.9M | Buy |
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|
2018
Q3 | $32.6M | Buy |
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|
2018
Q2 | $26.6M | Buy |
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|
2018
Q1 | $24.1M | Buy |
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|
2017
Q4 | $24.2M | Buy |
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|
2017
Q3 | $21.5M | Sell |
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|
2017
Q2 | $20.9M | Buy |
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|
2017
Q1 | $20.6M | Sell |
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|
2016
Q4 | $16.7M | Sell |
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|
2016
Q3 | $16.5M | Sell |
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|
2016
Q2 | $15.1M | Buy |
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|
2016
Q1 | $17M | Buy |
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|
2015
Q4 | $16.4M | Buy |
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|
2015
Q3 | $15.1M | Sell |
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|
2015
Q2 | $17.3M | Buy |
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|
2015
Q1 | $16.8M | Buy |
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|
2014
Q4 | $14.7M | Sell |
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|
2014
Q3 | $13.9M | Buy |
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|
2014
Q2 | $12.7M | Buy |
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|
2014
Q1 | $10.1M | Sell |
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|
2013
Q4 | $10.5M | Sell |
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|
2013
Q3 | $9.07M | Buy |
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|
2013
Q2 | $7.21M | Buy |
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