Wilkins Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Sell |
23,733
-400
| -2% | -$82.1K | 0.69% | 43 |
|
|
2025
Q1 | $5.36M | Sell |
24,133
-1,555
| -6% | -$345K | 0.77% | 39 |
|
|
2024
Q4 | $6.43M | Buy |
25,688
+1,295
| +5% | +$324K | 0.93% | 39 |
|
|
2024
Q3 | $5.68M | Sell |
24,393
-165
| -0.7% | -$38.4K | 0.79% | 41 |
|
|
2024
Q2 | $5.17M | Buy |
24,558
+405
| +2% | +$85.3K | 0.77% | 42 |
|
|
2024
Q1 | $4.14M | Buy |
24,153
+6,439
| +36% | +$1.1M | 0.6% | 44 |
|
|
2023
Q4 | $3.41M | Buy |
17,714
+14,489
| +449% | +$2.79M | 0.83% | 38 |
|
|
2023
Q3 | $552K | Buy |
3,225
+1,000
| +45% | +$171K | 0.15% | 56 |
|
|
2023
Q2 | $432K | Sell |
2,225
-375
| -14% | -$72.8K | 0.11% | 63 |
|
|
2023
Q1 | $429K | Sell |
2,600
-39
| -1% | -$6.44K | 0.11% | 63 |
|
|
2022
Q4 | $343K | Hold |
2,639
| – | – | 0.09% | 69 |
|
|
2022
Q3 | $365K | Sell |
2,639
-43
| -2% | -$5.95K | 0.11% | 67 |
|
|
2022
Q2 | $367K | Hold |
2,682
| – | – | 0.1% | 70 |
|
|
2022
Q1 | $468K | Buy |
2,682
+800
| +43% | +$140K | 0.11% | 67 |
|
|
2021
Q4 | $334K | Hold |
1,882
| – | – | 0.07% | 75 |
|
|
2021
Q3 | $266K | Hold |
1,882
| – | – | 0.07% | 76 |
|
|
2021
Q2 | $258K | Hold |
1,882
| – | – | 0.06% | 73 |
|
|
2021
Q1 | $230K | Hold |
1,882
| – | – | 0.06% | 73 |
|
|
2020
Q4 | $250K | Buy |
1,882
+82
| +5% | +$10.9K | 0.07% | 70 |
|
|
2020
Q3 | $208K | Buy |
+1,800
| New | +$208K | 0.06% | 72 |
|
|
2018
Q4 | – | Sell |
-4,160
| Closed | -$235K | – | 74 |
|
|
2018
Q3 | $235K | Buy |
+4,160
| New | +$235K | 0.07% | 74 |
|