WF
Welch & Forbes’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356M | Sell |
1,735,567
-7,098
| -0.4% | -$1.46M | 4.45% | 3 |
|
|
2025
Q1 | $387M | Sell |
1,742,665
-15,513
| -0.9% | -$3.45M | 5.06% | 2 |
|
|
2024
Q4 | $440M | Sell |
1,758,178
-14,378
| -0.8% | -$3.6M | 5.66% | 2 |
|
|
2024
Q3 | $413M | Sell |
1,772,556
-14,721
| -0.8% | -$3.43M | 5.26% | 2 |
|
|
2024
Q2 | $403M | Buy |
1,787,277
+1,801
| +0.1% | +$406K | 5.37% | 3 |
|
|
2024
Q1 | $306M | Buy |
1,785,476
+3,742
| +0.2% | +$642K | 4.2% | 3 |
|
|
2023
Q4 | $343M | Sell |
1,781,734
-3,528
| -0.2% | -$679K | 5.18% | 1 |
|
|
2023
Q3 | $306M | Sell |
1,785,262
-11,319
| -0.6% | -$1.94M | 5.05% | 1 |
|
|
2023
Q2 | $348M | Sell |
1,796,581
-33,730
| -2% | -$6.54M | 5.5% | 1 |
|
|
2023
Q1 | $302M | Sell |
1,830,311
-17,751
| -1% | -$2.93M | 5.11% | 1 |
|
|
2022
Q4 | $240M | Sell |
1,848,062
-7,504
| -0.4% | -$975K | 4.3% | 1 |
|
|
2022
Q3 | $256M | Buy |
1,855,566
+12,626
| +0.7% | +$1.74M | 5.01% | 1 |
|
|
2022
Q2 | $252M | Sell |
1,842,940
-876
| -0% | -$120K | 4.61% | 1 |
|
|
2022
Q1 | $322M | Sell |
1,843,816
-1,625
| -0.1% | -$284K | 5.07% | 1 |
|
|
2021
Q4 | $328M | Sell |
1,845,441
-17,794
| -1% | -$3.16M | 4.91% | 1 |
|
|
2021
Q3 | $264M | Sell |
1,863,235
-16,408
| -0.9% | -$2.32M | 4.38% | 1 |
|
|
2021
Q2 | $257M | Buy |
1,879,643
+21,408
| +1% | +$2.93M | 4.35% | 1 |
|
|
2021
Q1 | $227M | Sell |
1,858,235
-8,156
| -0.4% | -$996K | 4.19% | 1 |
|
|
2020
Q4 | $248M | Sell |
1,866,391
-53,463
| -3% | -$7.09M | 4.84% | 1 |
|
|
2020
Q3 | $222M | Buy |
1,919,854
+1,412,502
| +278% | +$164M | 4.8% | 1 |
|
|
2020
Q2 | $185M | Sell |
507,352
-12,978
| -2% | -$4.73M | 4.34% | 2 |
|
|
2020
Q1 | $132M | Sell |
520,330
-16,133
| -3% | -$4.1M | 3.7% | 2 |
|
|
2019
Q4 | $158M | Sell |
536,463
-10,247
| -2% | -$3.01M | 3.51% | 1 |
|
|
2019
Q3 | $122M | Sell |
546,710
-3,779
| -0.7% | -$846K | 2.92% | 3 |
|
|
2019
Q2 | $109M | Sell |
550,489
-11,811
| -2% | -$2.34M | 2.65% | 4 |
|
|
2019
Q1 | $107M | Sell |
562,300
-7,412
| -1% | -$1.41M | 2.68% | 3 |
|
|
2018
Q4 | $89.9M | Sell |
569,712
-18,947
| -3% | -$2.99M | 2.53% | 4 |
|
|
2018
Q3 | $133M | Sell |
588,659
-6,081
| -1% | -$1.37M | 3.17% | 1 |
|
|
2018
Q2 | $110M | Sell |
594,740
-4,889
| -0.8% | -$905K | 2.85% | 2 |
|
|
2018
Q1 | $101M | Buy |
599,629
+6,606
| +1% | +$1.11M | 2.59% | 1 |
|
|
2017
Q4 | $100M | Sell |
593,023
-4,616
| -0.8% | -$781K | 2.68% | 1 |
|
|
2017
Q3 | $92.1M | Buy |
597,639
+1,308
| +0.2% | +$202K | 2.42% | 1 |
|
|
2017
Q2 | $85.9M | Sell |
596,331
-443
| -0.1% | -$63.8K | 2.4% | 3 |
|
|
2017
Q1 | $85.7M | Sell |
596,774
-1,917
| -0.3% | -$275K | 2.45% | 2 |
|
|
2016
Q4 | $69.3M | Buy |
+598,691
| New | +$69.3M | 2.08% | 7 |
|
|
2016
Q3 | – | Sell |
-600,320
| Closed | -$57.4M | – | 304 |
|
|
2016
Q2 | $57.4M | Sell |
600,320
-4,907
| -0.8% | -$469K | 1.75% | 10 |
|
|
2016
Q1 | $66M | Sell |
605,227
-2,538
| -0.4% | -$277K | 2.05% | 7 |
|
|
2015
Q4 | $64M | Buy |
607,765
+12,131
| +2% | +$1.28M | 2.05% | 7 |
|
|
2015
Q3 | $65.7M | Buy |
595,634
+12,065
| +2% | +$1.33M | 2.19% | 6 |
|
|
2015
Q2 | $73.2M | Buy |
583,569
+5,039
| +0.9% | +$632K | 2.28% | 5 |
|
|
2015
Q1 | $72M | Sell |
578,530
-11,475
| -2% | -$1.43M | 2.16% | 7 |
|
|
2014
Q4 | $65.1M | Buy |
590,005
+2,452
| +0.4% | +$271K | 1.91% | 7 |
|
|
2014
Q3 | $59.2M | Buy |
587,553
+1,701
| +0.3% | +$171K | 1.81% | 8 |
|
|
2014
Q2 | $54.4M | Buy |
585,852
+502,924
| +606% | +$46.7M | 1.72% | 11 |
|
|
2014
Q1 | $44.5M | Sell |
82,928
-361
| -0.4% | -$194K | 1.41% | 17 |
|
|
2013
Q4 | $46.7M | Buy |
83,289
+1,728
| +2% | +$969K | 1.48% | 14 |
|
|
2013
Q3 | $38.9M | Buy |
81,561
+1,488
| +2% | +$709K | 1.31% | 21 |
|
|
2013
Q2 | $31.8M | Buy |
+80,073
| New | +$31.8M | 1.14% | 31 |
|