Winthrop Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
155,787
+5,164
| +3% | +$1.06M | 3.08% | 10 |
|
|
2025
Q1 | $33.5M | Sell |
150,623
-3,965
| -3% | -$881K | 4.02% | 8 |
|
|
2024
Q4 | $38.7M | Sell |
154,588
-3,101
| -2% | -$777K | 4.65% | 7 |
|
|
2024
Q3 | $36.7M | Buy |
157,689
+3,819
| +2% | +$890K | 4.54% | 7 |
|
|
2024
Q2 | $32.4M | Sell |
153,870
-2,309
| -1% | -$486K | 4.41% | 7 |
|
|
2024
Q1 | $26.8M | Sell |
156,179
-2,047
| -1% | -$351K | 3.87% | 8 |
|
|
2023
Q4 | $30.5M | Sell |
158,226
-4,644
| -3% | -$894K | 4.76% | 7 |
|
|
2023
Q3 | $27.9M | Sell |
162,870
-1,751
| -1% | -$300K | 4.58% | 8 |
|
|
2023
Q2 | $31.9M | Sell |
164,621
-303
| -0.2% | -$58.8K | 5.12% | 8 |
|
|
2023
Q1 | $27.2M | Sell |
164,924
-1,517
| -0.9% | -$250K | 4.8% | 7 |
|
|
2022
Q4 | $21.6M | Buy |
166,441
+522
| +0.3% | +$67.8K | 4.1% | 7 |
|
|
2022
Q3 | $22.9M | Buy |
165,919
+746
| +0.5% | +$103K | 4.91% | 7 |
|
|
2022
Q2 | $22.6M | Buy |
165,173
+3,418
| +2% | +$467K | 5.3% | 6 |
|
|
2022
Q1 | $28.2M | Buy |
161,755
+3,052
| +2% | +$533K | 5.89% | 6 |
|
|
2021
Q4 | $28.2M | Sell |
158,703
-3,341
| -2% | -$593K | 5.66% | 6 |
|
|
2021
Q3 | $22.9M | Sell |
162,044
-685
| -0.4% | -$96.9K | 5.1% | 7 |
|
|
2021
Q2 | $22.3M | Sell |
162,729
-3,169
| -2% | -$434K | 5.01% | 6 |
|
|
2021
Q1 | $20.3M | Buy |
165,898
+1,095
| +0.7% | +$134K | 5% | 6 |
|
|
2020
Q4 | $21.9M | Buy |
164,803
+2,176
| +1% | +$289K | 5.72% | 6 |
|
|
2020
Q3 | $18.9M | Sell |
162,627
-353
| -0.2% | -$41K | 5.79% | 5 |
|
|
2020
Q2 | $14.8M | Sell |
162,980
-4,436
| -3% | -$404K | 5.24% | 5 |
|
|
2020
Q1 | $10.6M | Sell |
167,416
-6,244
| -4% | -$397K | 4.26% | 6 |
|
|
2019
Q4 | $12.7M | Sell |
173,660
-5,508
| -3% | -$404K | 4.59% | 7 |
|
|
2019
Q3 | $10M | Sell |
179,168
-2,428
| -1% | -$136K | 3.97% | 8 |
|
|
2019
Q2 | $8.99M | Sell |
181,596
-19,456
| -10% | -$963K | 3.76% | 8 |
|
|
2019
Q1 | $9.59M | Sell |
201,052
-93,896
| -32% | -$4.48M | 4.22% | 7 |
|
|
2018
Q4 | $11.6M | Buy |
294,948
+20,732
| +8% | +$818K | 5.91% | 6 |
|
|
2018
Q3 | $15.5M | Buy |
274,216
+7,464
| +3% | +$421K | 8.71% | 4 |
|
|
2018
Q2 | $12.3M | Buy |
266,752
+952
| +0.4% | +$44.1K | 8.09% | 4 |
|
|
2018
Q1 | $10.8M | Buy |
265,800
+3,304
| +1% | +$134K | 7.61% | 5 |
|
|
2017
Q4 | $11.4M | Buy |
+262,496
| New | +$11.4M | 8.12% | 4 |
|