Welch Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.26M | Hold |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.34M | Hold |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $508K | Hold |
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|
2023
Q4 | $570K | Hold |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $567K | Hold |
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|
2023
Q1 | $482K | Hold |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $510K | Hold |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $413K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $394K | Hold |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $252K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4.6M | Sell |
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|
2017
Q3 | $4.21M | Sell |
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|
2017
Q2 | $4.09M | Buy |
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|
2017
Q1 | $3.38M | Sell |
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|
2016
Q4 | $6.47M | Buy |
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|
2016
Q3 | $1.56M | Sell |
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|
2016
Q2 | $11M | Buy |
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|
2016
Q1 | $7.5M | Sell |
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|
2015
Q4 | $8.39M | Sell |
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|
2015
Q3 | $12.1M | Buy |
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|
2015
Q2 | $2.7M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $9.86M | Sell |
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|
2014
Q1 | $12.4M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $20K | Buy |
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