Wisconsin Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.66M | Sell |
42,220
-745
| -2% | -$153K | 4.78% | 6 |
|
|
2025
Q1 | $9.54M | Sell |
42,965
-3,105
| -7% | -$690K | 6.08% | 3 |
|
|
2024
Q4 | $11.5M | Sell |
46,070
-1,581
| -3% | -$396K | 6.34% | 2 |
|
|
2024
Q3 | $11.1M | Buy |
47,651
+1,800
| +4% | +$419K | 5.83% | 3 |
|
|
2024
Q2 | $9.66M | Sell |
45,851
-428
| -0.9% | -$90.1K | 4.89% | 4 |
|
|
2024
Q1 | $7.94M | Sell |
46,279
-4,213
| -8% | -$722K | 4.17% | 7 |
|
|
2023
Q4 | $9.72M | Sell |
50,492
-2,868
| -5% | -$552K | 5.78% | 3 |
|
|
2023
Q3 | $9.14M | Sell |
53,360
-1,815
| -3% | -$311K | 6.03% | 2 |
|
|
2023
Q2 | $10.7M | Sell |
55,175
-6,681
| -11% | -$1.3M | 6.93% | 1 |
|
|
2023
Q1 | $10.2M | Sell |
61,856
-7
| -0% | -$1.15K | 6.95% | 1 |
|
|
2022
Q4 | $8.04M | Sell |
61,863
-200
| -0.3% | -$26K | 6.1% | 1 |
|
|
2022
Q3 | $8.58M | Sell |
62,063
-6,043
| -9% | -$835K | 6.71% | 1 |
|
|
2022
Q2 | $9.31M | Sell |
68,106
-19,199
| -22% | -$2.62M | 6.25% | 1 |
|
|
2022
Q1 | $15.2M | Sell |
87,305
-4,095
| -4% | -$715K | 7.36% | 1 |
|
|
2021
Q4 | $16.2M | Buy |
91,400
+40
| +0% | +$7.1K | 6.67% | 2 |
|
|
2021
Q3 | $12.9M | Sell |
91,360
-3,103
| -3% | -$439K | 5.3% | 2 |
|
|
2021
Q2 | $12.9M | Sell |
94,463
-6,828
| -7% | -$935K | 5.07% | 3 |
|
|
2021
Q1 | $12.4M | Sell |
101,291
-7,876
| -7% | -$962K | 5.11% | 1 |
|
|
2020
Q4 | $14.5M | Buy |
109,167
+17,057
| +19% | +$2.26M | 5.59% | 1 |
|
|
2020
Q3 | $10.7M | Sell |
92,110
-8,610
| -9% | -$997K | 4.92% | 4 |
|
|
2020
Q2 | $9.19M | Buy |
100,720
+1,200
| +1% | +$109K | 4.63% | 7 |
|
|
2020
Q1 | $6.33M | Buy |
99,520
+47,684
| +92% | +$3.03M | 4.15% | 7 |
|
|
2019
Q4 | $3.81M | Buy |
51,836
+1,680
| +3% | +$123K | 1.86% | 25 |
|
|
2019
Q3 | $2.81M | Sell |
50,156
-2,140
| -4% | -$120K | 1.49% | 31 |
|
|
2019
Q2 | $2.59M | Buy |
52,296
+41,552
| +387% | +$2.06M | 1.39% | 32 |
|
|
2019
Q1 | $510K | Hold |
10,744
| – | – | 0.45% | 42 |
|
|
2018
Q4 | $424K | Buy |
+10,744
| New | +$424K | 0.45% | 45 |
|
|
2014
Q4 | $8.91M | Buy |
322,860
+20,252
| +7% | +$559K | 3.17% | 1 |
|
|
2014
Q3 | $7.62M | Sell |
302,608
-1,956
| -0.6% | -$49.3K | 2.82% | 2 |
|
|
2014
Q2 | $7.08M | Sell |
304,564
-22,308
| -7% | -$518K | 2.59% | 5 |
|
|
2014
Q1 | $6.27M | Sell |
326,872
-4,144
| -1% | -$79.4K | 2.41% | 8 |
|
|
2013
Q4 | $6.63M | Sell |
331,016
-12,992
| -4% | -$260K | 2.61% | 4 |
|
|
2013
Q3 | $5.86M | Sell |
344,008
-23,996
| -7% | -$409K | 2.49% | 9 |
|
|
2013
Q2 | $5.21M | Buy |
+368,004
| New | +$5.21M | 2.21% | 14 |
|