Weil Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.2M | Sell |
108,273
-2,189
| -2% | -$449K | 5.86% | 4 |
|
2025
Q1 | $24.5M | Sell |
110,462
-2,662
| -2% | -$591K | 7.32% | 3 |
|
2024
Q4 | $28.3M | Buy |
113,124
+13,879
| +14% | +$3.48M | 9.8% | 1 |
|
2024
Q3 | $23.1M | Sell |
99,245
-539
| -0.5% | -$126K | 7.58% | 1 |
|
2024
Q2 | $21M | Sell |
99,784
-575
| -0.6% | -$121K | 7.67% | 1 |
|
2024
Q1 | $17.2M | Sell |
100,359
-1,828
| -2% | -$313K | 6.83% | 2 |
|
2023
Q4 | $19.7M | Sell |
102,187
-84
| -0.1% | -$16.2K | 8.64% | 1 |
|
2023
Q3 | $17.5M | Sell |
102,271
-1,708
| -2% | -$292K | 8.7% | 1 |
|
2023
Q2 | $20.2M | Buy |
103,979
+1,765
| +2% | +$342K | 8.98% | 1 |
|
2023
Q1 | $16.9M | Buy |
102,214
+101
| +0.1% | +$16.7K | 7.65% | 2 |
|
2022
Q4 | $13.3M | Sell |
102,113
-1,457
| -1% | -$189K | 6.04% | 3 |
|
2022
Q3 | $14.3M | Buy |
103,570
+1,111
| +1% | +$154K | 8.79% | 2 |
|
2022
Q2 | $14M | Buy |
102,459
+101
| +0.1% | +$13.8K | 7.88% | 2 |
|
2022
Q1 | $17.9M | Sell |
102,358
-16,616
| -14% | -$2.9M | 8.98% | 2 |
|
2021
Q4 | $21.1M | Buy |
118,974
+2,988
| +3% | +$531K | 9.85% | 2 |
|
2021
Q3 | $16.4M | Buy |
115,986
+4
| +0% | +$566 | 8.54% | 2 |
|
2021
Q2 | $15.9M | Sell |
115,982
-2,780
| -2% | -$381K | 8.03% | 2 |
|
2021
Q1 | $14.5M | Buy |
118,762
+2,305
| +2% | +$282K | 8.21% | 2 |
|
2020
Q4 | $15.5M | Sell |
116,457
-1,273
| -1% | -$169K | 9.25% | 1 |
|
2020
Q3 | $13.6M | Sell |
117,730
-3,534
| -3% | -$409K | 9.94% | 2 |
|
2020
Q2 | $11.1M | Sell |
121,264
-1,732
| -1% | -$158K | 9.34% | 2 |
|
2020
Q1 | $7.82M | Sell |
122,996
-12,880
| -9% | -$819K | 7.35% | 3 |
|
2019
Q4 | $9.98M | Buy |
135,876
+1,072
| +0.8% | +$78.7K | 7.62% | 3 |
|
2019
Q3 | $7.55M | Sell |
134,804
-848
| -0.6% | -$47.5K | 5.61% | 4 |
|
2019
Q2 | $6.71M | Sell |
135,652
-2,580
| -2% | -$128K | 5.45% | 4 |
|
2019
Q1 | $6.56M | Buy |
138,232
+2,428
| +2% | +$115K | 5.49% | 4 |
|
2018
Q4 | $5.36M | Buy |
135,804
+432
| +0.3% | +$17K | 4.85% | 4 |
|
2018
Q3 | $7.61M | Sell |
135,372
-3,684
| -3% | -$207K | 6.28% | 3 |
|
2018
Q2 | $6.44M | Sell |
139,056
-184
| -0.1% | -$8.52K | 5.44% | 3 |
|
2018
Q1 | $5.84M | Sell |
139,240
-36,548
| -21% | -$1.53M | 5.47% | 3 |
|
2017
Q4 | $7.44M | Buy |
+175,788
| New | +$7.44M | 6.8% | 2 |
|