Wimmer Associates 1’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
56,921
-100
| -0.2% | -$20.5K | 5.97% | 2 |
|
|
2025
Q1 | $12.1M | Sell |
57,021
-3,211
| -5% | -$684K | 6.4% | 1 |
|
|
2024
Q4 | $15.1M | Sell |
60,232
-859
| -1% | -$215K | 7.46% | 1 |
|
|
2024
Q3 | $14.2M | Sell |
61,091
-338
| -0.6% | -$78.8K | 6.97% | 1 |
|
|
2024
Q2 | $12.9M | Sell |
61,429
-654
| -1% | -$138K | 6.63% | 1 |
|
|
2024
Q1 | $10.6M | Sell |
62,083
-30
| -0% | -$5.14K | 5.6% | 2 |
|
|
2023
Q4 | $12M | Sell |
62,113
-423
| -0.7% | -$81.4K | 6.75% | 1 |
|
|
2023
Q3 | $10.7M | Buy |
62,536
+146
| +0.2% | +$25K | 6.68% | 1 |
|
|
2023
Q2 | $12.1M | Sell |
62,390
-14
| -0% | -$2.72K | 7.28% | 1 |
|
|
2023
Q1 | $10.7M | Sell |
62,404
-3,431
| -5% | -$590K | 6.86% | 1 |
|
|
2022
Q4 | $8.55M | Sell |
65,835
-224
| -0.3% | -$29.1K | 5.65% | 1 |
|
|
2022
Q3 | $10.1M | Sell |
66,059
-783
| -1% | -$120K | 6.7% | 1 |
|
|
2022
Q2 | $9.14M | Buy |
66,842
+15
| +0% | +$2.05K | 5.96% | 1 |
|
|
2022
Q1 | $11.7M | Sell |
66,827
-29
| -0% | -$5.06K | 6.49% | 1 |
|
|
2021
Q4 | $11.9M | Buy |
66,856
+122
| +0.2% | +$21.7K | 6.36% | 1 |
|
|
2021
Q3 | $9.44M | Sell |
66,734
-4,384
| -6% | -$620K | 5.6% | 1 |
|
|
2021
Q2 | $9.74M | Sell |
71,118
-2,376
| -3% | -$325K | 5.71% | 1 |
|
|
2021
Q1 | $8.98M | Sell |
73,494
-3,183
| -4% | -$389K | 4.89% | 2 |
|
|
2020
Q4 | $10.2M | Buy |
76,677
+2,541
| +3% | +$337K | 6.07% | 2 |
|
|
2020
Q3 | $8.59M | Buy |
74,136
+4,324
| +6% | +$501K | 5.78% | 2 |
|
|
2020
Q2 | $7.87M | Sell |
69,812
-9,448
| -12% | -$1.07M | 6.12% | 1 |
|
|
2020
Q1 | $5.04M | Buy |
79,260
+9,164
| +13% | +$583K | 4.69% | 1 |
|
|
2019
Q4 | $5.15M | Sell |
70,096
-1,144
| -2% | -$84K | 4.12% | 1 |
|
|
2019
Q3 | $3.99M | Sell |
71,240
-1,380
| -2% | -$77.3K | 3.48% | 4 |
|
|
2019
Q2 | $3.59M | Sell |
72,620
-2,316
| -3% | -$115K | 3.14% | 4 |
|
|
2019
Q1 | $3.56M | Sell |
74,936
-376
| -0.5% | -$17.9K | 3.16% | 4 |
|
|
2018
Q4 | $2.97M | Sell |
75,312
-556
| -0.7% | -$21.9K | 2.94% | 4 |
|
|
2018
Q3 | $4.28M | Buy |
75,868
+628
| +0.8% | +$35.4K | 3.56% | 2 |
|
|
2018
Q2 | $3.48M | Buy |
75,240
+520
| +0.7% | +$24.1K | 3.1% | 4 |
|
|
2018
Q1 | $3.13M | Sell |
74,720
-396
| -0.5% | -$16.6K | 2.76% | 4 |
|
|
2017
Q4 | $3.18M | Sell |
75,116
-3,612
| -5% | -$153K | 2.86% | 3 |
|
|
2017
Q3 | $3.03M | Sell |
78,728
-3,060
| -4% | -$118K | 2.79% | 3 |
|
|
2017
Q2 | $2.95M | Buy |
81,788
+2,668
| +3% | +$96.1K | 2.71% | 3 |
|
|
2017
Q1 | $2.84M | Sell |
79,120
-2,732
| -3% | -$98.1K | 2.66% | 3 |
|
|
2016
Q4 | $2.37M | Sell |
81,852
-3,448
| -4% | -$99.8K | 2.2% | 10 |
|
|
2016
Q3 | $2.41M | Sell |
85,300
-7,948
| -9% | -$225K | 2.17% | 11 |
|
|
2016
Q2 | $2.23M | Sell |
93,248
-64
| -0.1% | -$1.53K | 1.99% | 14 |
|
|
2016
Q1 | $2.54M | Buy |
93,312
+18,680
| +25% | +$509K | 2.33% | 8 |
|
|
2015
Q4 | $1.96M | Buy |
+74,632
| New | +$1.96M | 2.06% | 11 |
|