Welch Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
5,601
-84
| -1% | -$17.2K | 0.26% | 14 |
|
|
2025
Q1 | $1.26M | Hold |
5,685
| – | – | 0.3% | 13 |
|
|
2024
Q4 | $1.42M | Sell |
5,685
-78
| -1% | -$19.5K | 0.31% | 12 |
|
|
2024
Q3 | $1.34M | Hold |
5,763
| – | – | 0.3% | 14 |
|
|
2024
Q2 | $1.21M | Buy |
5,763
+2,800
| +94% | +$590K | 0.29% | 14 |
|
|
2024
Q1 | $508K | Hold |
2,963
| – | – | 0.13% | 15 |
|
|
2023
Q4 | $570K | Hold |
2,963
| – | – | 0.15% | 14 |
|
|
2023
Q3 | $507K | Buy |
2,963
+41
| +1% | +$7.02K | 0.15% | 16 |
|
|
2023
Q2 | $567K | Hold |
2,922
| – | – | 0.16% | 13 |
|
|
2023
Q1 | $482K | Hold |
2,922
| – | – | 0.14% | 13 |
|
|
2022
Q4 | $380K | Hold |
2,922
| – | – | 0.12% | 18 |
|
|
2022
Q3 | $404K | Hold |
2,922
| – | – | 0.13% | 17 |
|
|
2022
Q2 | $399K | Hold |
2,922
| – | – | 0.12% | 21 |
|
|
2022
Q1 | $510K | Hold |
2,922
| – | – | 0.12% | 19 |
|
|
2021
Q4 | $519K | Hold |
2,922
| – | – | 0.11% | 20 |
|
|
2021
Q3 | $413K | Hold |
2,922
| – | – | 0.1% | 16 |
|
|
2021
Q2 | $400K | Hold |
2,922
| – | – | 0.09% | 19 |
|
|
2021
Q1 | $357K | Sell |
2,922
-50
| -2% | -$6.11K | 0.09% | 21 |
|
|
2020
Q4 | $394K | Hold |
2,972
| – | – | 0.11% | 18 |
|
|
2020
Q3 | $344K | Hold |
2,972
| – | – | 0.11% | 18 |
|
|
2020
Q2 | $271K | Buy |
+2,972
| New | +$271K | 0.09% | 22 |
|
|
2020
Q1 | – | Sell |
-2,972
| Closed | -$218K | – | 22 |
|
|
2019
Q4 | $218K | Buy |
+2,972
| New | +$218K | 0.06% | 26 |
|
|
2019
Q3 | – | Sell |
-4,460
| Closed | -$221K | – | 29 |
|
|
2019
Q2 | $221K | Hold |
4,460
| – | – | 0.08% | 27 |
|
|
2019
Q1 | $212K | Buy |
+4,460
| New | +$212K | 0.07% | 30 |
|
|
2018
Q4 | – | Sell |
-4,460
| Closed | -$252K | – | 31 |
|
|
2018
Q3 | $252K | Buy |
+4,460
| New | +$252K | 0.08% | 31 |
|
|
2018
Q1 | – | Sell |
-108,772
| Closed | -$4.6M | – | 38 |
|
|
2017
Q4 | $4.6M | Sell |
108,772
-496
| -0.5% | -$21K | 1.64% | 26 |
|
|
2017
Q3 | $4.21M | Sell |
109,268
-4,360
| -4% | -$168K | 1.42% | 34 |
|
|
2017
Q2 | $4.09M | Buy |
113,628
+19,564
| +21% | +$704K | 1.35% | 35 |
|
|
2017
Q1 | $3.38M | Sell |
94,064
-129,532
| -58% | -$4.65M | 1.11% | 32 |
|
|
2016
Q4 | $6.47M | Buy |
223,596
+168,264
| +304% | +$4.87M | 2.19% | 22 |
|
|
2016
Q3 | $1.56M | Sell |
55,332
-406,896
| -88% | -$11.5M | 0.51% | 38 |
|
|
2016
Q2 | $11M | Buy |
462,228
+187,008
| +68% | +$4.47M | 3.98% | 8 |
|
|
2016
Q1 | $7.5M | Sell |
275,220
-43,508
| -14% | -$1.19M | 2.74% | 21 |
|
|
2015
Q4 | $8.39M | Sell |
318,728
-118,308
| -27% | -$3.11M | 2.83% | 22 |
|
|
2015
Q3 | $12.1M | Buy |
437,036
+350,876
| +407% | +$9.68M | 4.1% | 12 |
|
|
2015
Q2 | $2.7M | Buy |
+86,160
| New | +$2.7M | 0.81% | 30 |
|
|
2014
Q3 | – | Sell |
-424,544
| Closed | -$9.86M | – | 36 |
|
|
2014
Q2 | $9.86M | Sell |
424,544
-223,124
| -34% | -$5.18M | 3.48% | 14 |
|
|
2014
Q1 | $12.4M | Buy |
+647,668
| New | +$12.4M | 4.42% | 9 |
|
|
2013
Q3 | – | Sell |
-1,400
| Closed | -$20K | – | 41 |
|
|
2013
Q2 | $20K | Buy |
+1,400
| New | +$20K | 0.01% | 49 |
|