Wendell David Associates’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 | $55.5M | Sell |
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|
2025
Q1 | $65M | Sell |
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|
2024
Q4 | $74.5M | Sell |
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|
2024
Q3 | $70M | Sell |
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|
2024
Q2 | $63.5M | Sell |
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|
2024
Q1 | $51.8M | Sell |
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|
2023
Q4 | $58.6M | Sell |
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|
2023
Q3 | $52.7M | Sell |
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|
2023
Q2 | $61M | Sell |
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|
2023
Q1 | $52.5M | Sell |
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|
2022
Q4 | $42M | Sell |
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|
2022
Q3 | $44.9M | Sell |
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|
2022
Q2 | $44.7M | Sell |
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|
2022
Q1 | $58.1M | Sell |
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|
2021
Q4 | $60M | Sell |
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|
2021
Q3 | $50.7M | Sell |
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|
2021
Q2 | $49.7M | Sell |
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|
2021
Q1 | $44.5M | Sell |
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|
2020
Q4 | $49M | Sell |
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|
2020
Q3 | $42.9M | Sell |
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|
2020
Q2 | $34.8M | Sell |
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|
2020
Q1 | $24.9M | Sell |
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|
2019
Q4 | $29.5M | Sell |
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|
2019
Q3 | $22.7M | Sell |
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|
2019
Q2 | $20.2M | Sell |
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|
2019
Q1 | $19.6M | Buy |
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|
2018
Q4 | $16.1M | Sell |
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|
2018
Q3 | $23.1M | Sell |
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|
2018
Q2 | $19.1M | Buy |
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|
2018
Q1 | $17.2M | Sell |
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|
2017
Q4 | $19M | Sell |
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|
2017
Q3 | $17.4M | Buy |
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|
2017
Q2 | $16.1M | Sell |
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|
2017
Q1 | $16.4M | Sell |
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|
2016
Q4 | $13.6M | Buy |
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|
2016
Q3 | $13.2M | Buy |
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|
2016
Q2 | $11.1M | Sell |
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|
2016
Q1 | $12.7M | Sell |
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|
2015
Q4 | $12.5M | Buy |
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|
2015
Q3 | $13.1M | Buy |
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|
2015
Q2 | $14.4M | Buy |
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|
2015
Q1 | $14.2M | Buy |
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|
2014
Q4 | $12.5M | Buy |
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|
2014
Q3 | $11.4M | Buy |
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|
2014
Q2 | $10.3M | Sell |
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|
2014
Q1 | $8.7M | Buy |
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|
2013
Q4 | $8.91M | Buy |
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|
2013
Q3 | $7.23M | Sell |
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|
2013
Q2 | $6.16M | Buy |
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