Whitener Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.1M | Sell |
90,157
-697
| -0.8% | -$199K | 5.53% | 3 |
|
|
2026
Q1 | $23.1M | Sell |
90,854
-9,699
| -10% | -$2.52M | 5.26% | 3 |
|
|
2025
Q4 | $27.3M | Sell |
100,553
-2,596
| -3% | -$697K | 6.22% | 2 |
|
|
2025
Q3 | $26.3M | Buy |
103,149
+1,198
| +1% | +$271K | 6.29% | 1 |
|
|
2025
Q2 | $20.9M | Sell |
101,951
-3,151
| -3% | -$636K | 5.54% | 2 |
|
|
2025
Q1 | $23.3M | Sell |
105,102
-2,644
| -2% | -$613K | 6.6% | 1 |
|
|
2024
Q4 | $27M | Sell |
107,746
-2,277
| -2% | -$537K | 7.56% | 1 |
|
|
2024
Q3 | $25.6M | Sell |
110,023
-1,783
| -2% | -$398K | 7.27% | 1 |
|
|
2024
Q2 | $23.5M | Sell |
111,806
-586
| -0.5% | -$109K | 7.13% | 1 |
|
|
2024
Q1 | $19.3M | Sell |
112,392
-4,412
| -4% | -$802K | 6.31% | 1 |
|
|
2023
Q4 | $22.5M | Buy |
116,804
+4,199
| +4% | +$775K | 8.14% | 1 |
|
|
2023
Q3 | $19.3M | Sell |
112,605
-1,310
| -1% | -$240K | 7.72% | 1 |
|
|
2023
Q2 | $22.1M | Sell |
113,915
-2,314
| -2% | -$403K | 8.48% | 1 |
|
|
2023
Q1 | $19.2M | Sell |
116,229
-4,533
| -4% | -$669K | 8.01% | 1 |
|
|
2022
Q4 | $15.7M | Sell |
120,762
-4,292
| -3% | -$613K | 6.85% | 1 |
|
|
2022
Q3 | $17.3M | Sell |
125,054
-6,026
| -5% | -$946K | 8.17% | 1 |
|
|
2022
Q2 | $17.9M | Sell |
131,080
-2,414
| -2% | -$366K | 8.08% | 1 |
|
|
2022
Q1 | $23.3M | Sell |
133,494
-8,727
| -6% | -$1.47M | 8.75% | 1 |
|
|
2021
Q4 | $25.3M | Sell |
142,221
-4,430
| -3% | -$700K | 9.03% | 1 |
|
|
2021
Q3 | $19.5M | Buy |
146,651
+1,802
| +1% | +$265K | 8.95% | 1 |
|
|
2021
Q2 | $19.8M | Sell |
144,849
-4,501
| -3% | -$583K | 7.9% | 1 |
|
|
2021
Q1 | $18.2M | Buy |
149,350
+2,699
| +2% | +$346K | 7.9% | 1 |
|
|
2020
Q4 | $19.5M | Sell |
146,651
-26,318
| -15% | -$3.17M | 8.91% | 1 |
|
|
2020
Q3 | $20M | Sell |
172,969
-11,947
| -6% | -$1.3M | 9.67% | 1 |
|
|
2020
Q2 | $16.9M | Sell |
184,916
-160
| -0.1% | -$12.4K | 8.78% | 1 |
|
|
2020
Q1 | $11.8M | Buy |
185,076
+3,452
| +2% | +$254K | 7.61% | 1 |
|
|
2019
Q4 | $13.3M | Buy |
181,624
+1,356
| +0.8% | +$87.2K | 6.91% | 1 |
|
|
2019
Q3 | $10.1M | Sell |
180,268
-1,236
| -0.7% | -$64.6K | 5.54% | 1 |
|
|
2019
Q2 | $8.98M | Buy |
181,504
+13,224
| +8% | +$644K | 5.11% | 2 |
|
|
2019
Q1 | $7.99M | Sell |
168,280
-6,776
| -4% | -$287K | 5.23% | 2 |
|
|
2018
Q4 | $6.9M | Buy |
175,056
+12,104
| +7% | +$587K | 5.1% | 2 |
|
|
2018
Q3 | $9.2M | Buy |
162,952
+952
| +0.6% | +$49.6K | 6.05% | 2 |
|
|
2018
Q2 | $7.5M | Buy |
162,000
+720
| +0.4% | +$32.7K | 5.89% | 2 |
|
|
2018
Q1 | $6.76M | Buy |
161,280
+33,044
| +26% | +$1.42M | 5.18% | 2 |
|
|
2017
Q4 | $5.42M | Buy |
+128,236
| New | +$5.36M | 4.68% | 3 |
|
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