Whitney & Co’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 | $114M | Sell |
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|
2025
Q1 | $124M | Sell |
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|
2024
Q4 | $140M | Sell |
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|
2024
Q3 | $132M | Buy |
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|
2024
Q2 | $118M | Sell |
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|
2024
Q1 | $97M | Buy |
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|
2023
Q4 | $109M | Sell |
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|
2023
Q3 | $97.7M | Sell |
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|
2023
Q2 | $111M | Sell |
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|
2023
Q1 | $94.6M | Buy |
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|
2022
Q4 | $49.2M | Sell |
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|
2022
Q3 | $52.7M | Sell |
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|
2022
Q2 | $52.3M | Sell |
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|
2022
Q1 | $66.8M | Sell |
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|
2021
Q4 | $68.8M | Buy |
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|
2021
Q3 | $54.3M | Sell |
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|
2021
Q2 | $52.7M | Buy |
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|
2021
Q1 | $46.9M | Buy |
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|
2020
Q4 | $54.8M | Sell |
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|
2020
Q3 | $44.7M | Buy |
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|
2020
Q2 | $33.8M | Sell |
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|
2020
Q1 | $23.8M | Sell |
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|
2019
Q4 | $31.8M | Sell |
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|
2019
Q3 | $28M | Sell |
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|
2019
Q2 | $21.6M | Sell |
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|
2019
Q1 | $22M | Sell |
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|
2018
Q4 | $18.9M | Buy |
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|
2018
Q3 | $22.5M | Sell |
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|
2018
Q2 | $20.1M | Buy |
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|
2018
Q1 | $17.7M | Sell |
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|
2017
Q4 | $18.3M | Sell |
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|
2017
Q3 | $16M | Hold |
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|
2017
Q2 | $16M | Buy |
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|
2017
Q1 | $14.7M | Sell |
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|
2016
Q4 | $12M | Sell |
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|
2016
Q3 | $11.8M | Sell |
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|
2016
Q2 | $9.95M | Buy |
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|
2016
Q1 | $10.9M | Buy |
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|
2015
Q4 | $10M | Buy |
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|
2015
Q3 | $9.73M | Buy |
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|
2015
Q2 | $10.7M | Buy |
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|
2015
Q1 | $10.5M | Sell |
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|
2014
Q4 | $9.67M | Sell |
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|
2014
Q3 | $8.9M | Sell |
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|
2014
Q2 | $8.53M | Sell |
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|
2014
Q1 | $7.2M | Sell |
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|
2013
Q4 | $7.54M | Buy |
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|
2013
Q3 | $6.04M | Buy |
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|
2013
Q2 | $5M | Buy |
|