Welch & Forbes’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 | $356M | Sell |
|
|||||
|
2025
Q1 | $387M | Sell |
|
|||||
|
2024
Q4 | $440M | Sell |
|
|||||
|
2024
Q3 | $413M | Sell |
|
|||||
|
2024
Q2 | $403M | Buy |
|
|||||
|
2024
Q1 | $306M | Buy |
|
|||||
|
2023
Q4 | $343M | Sell |
|
|||||
|
2023
Q3 | $306M | Sell |
|
|||||
|
2023
Q2 | $348M | Sell |
|
|||||
|
2023
Q1 | $302M | Sell |
|
|||||
|
2022
Q4 | $240M | Sell |
|
|||||
|
2022
Q3 | $256M | Buy |
|
|||||
|
2022
Q2 | $252M | Sell |
|
|||||
|
2022
Q1 | $322M | Sell |
|
|||||
|
2021
Q4 | $328M | Sell |
|
|||||
|
2021
Q3 | $264M | Sell |
|
|||||
|
2021
Q2 | $257M | Buy |
|
|||||
|
2021
Q1 | $227M | Sell |
|
|||||
|
2020
Q4 | $248M | Sell |
|
|||||
|
2020
Q3 | $222M | Sell |
|
|||||
|
2020
Q2 | $185M | Sell |
|
|||||
|
2020
Q1 | $132M | Sell |
|
|||||
|
2019
Q4 | $158M | Sell |
|
|||||
|
2019
Q3 | $122M | Sell |
|
|||||
|
2019
Q2 | $109M | Sell |
|
|||||
|
2019
Q1 | $107M | Sell |
|
|||||
|
2018
Q4 | $89.9M | Sell |
|
|||||
|
2018
Q3 | $133M | Sell |
|
|||||
|
2018
Q2 | $110M | Sell |
|
|||||
|
2018
Q1 | $101M | Buy |
|
|||||
|
2017
Q4 | $100M | Sell |
|
|||||
|
2017
Q3 | $92.1M | Buy |
|
|||||
|
2017
Q2 | $85.9M | Sell |
|
|||||
|
2017
Q1 | $85.7M | Sell |
|
|||||
|
2016
Q4 | $69.3M | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $57.4M | Sell |
|
|||||
|
2016
Q1 | $66M | Sell |
|
|||||
|
2015
Q4 | $64M | Buy |
|
|||||
|
2015
Q3 | $65.7M | Buy |
|
|||||
|
2015
Q2 | $73.2M | Buy |
|
|||||
|
2015
Q1 | $72M | Sell |
|
|||||
|
2014
Q4 | $65.1M | Buy |
|
|||||
|
2014
Q3 | $59.2M | Buy |
|
|||||
|
2014
Q2 | $54.4M | Buy |
|
|||||
|
2014
Q1 | $44.5M | Sell |
|
|||||
|
2013
Q4 | $46.7M | Buy |
|
|||||
|
2013
Q3 | $38.9M | Buy |
|
|||||
|
2013
Q2 | $31.8M | Buy |
|