WIM
Wittenberg Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
107,797
-450
| -0.4% | -$92.3K | 9.66% | 3 |
|
|
2025
Q1 | $24M | Sell |
108,247
-18,954
| -15% | -$4.21M | 10.84% | 3 |
|
|
2024
Q4 | $31.9M | Sell |
127,201
-14,944
| -11% | -$3.74M | 12.5% | 2 |
|
|
2024
Q3 | $33.1M | Sell |
142,145
-16,150
| -10% | -$3.76M | 10.63% | 2 |
|
|
2024
Q2 | $33.3M | Sell |
158,295
-1,290
| -0.8% | -$272K | 11.36% | 2 |
|
|
2024
Q1 | $27.4M | Hold |
159,585
| – | – | 9.33% | 2 |
|
|
2023
Q4 | $30.7M | Sell |
159,585
-19,140
| -11% | -$3.69M | 10.67% | 2 |
|
|
2023
Q3 | $30.6M | Sell |
178,725
-4,790
| -3% | -$820K | 11.21% | 2 |
|
|
2023
Q2 | $35.6M | Sell |
183,515
-8,910
| -5% | -$1.73M | 12.88% | 2 |
|
|
2023
Q1 | $31.7M | Buy |
192,425
+350
| +0.2% | +$57.7K | 11.81% | 2 |
|
|
2022
Q4 | $25M | Buy |
192,075
+2,080
| +1% | +$270K | 10.16% | 2 |
|
|
2022
Q3 | $26.3M | Sell |
189,995
-1,126
| -0.6% | -$156K | 11.17% | 2 |
|
|
2022
Q2 | $26.1M | Sell |
191,121
-210
| -0.1% | -$28.7K | 11.05% | 2 |
|
|
2022
Q1 | $33.4M | Sell |
191,331
-12,690
| -6% | -$2.22M | 12.6% | 2 |
|
|
2021
Q4 | $36.2M | Sell |
204,021
-11,750
| -5% | -$2.09M | 13.15% | 2 |
|
|
2021
Q3 | $30.5M | Hold |
215,771
| – | – | 11.73% | 2 |
|
|
2021
Q2 | $29.6M | Buy |
215,771
+2,560
| +1% | +$351K | 11.91% | 2 |
|
|
2021
Q1 | $26M | Sell |
213,211
-8,510
| -4% | -$1.04M | 11.96% | 2 |
|
|
2020
Q4 | $29.4M | Sell |
221,721
-330
| -0.1% | -$43.8K | 14.35% | 2 |
|
|
2020
Q3 | $25.7M | Buy |
222,051
+160,194
| +259% | +$18.6M | 13.8% | 2 |
|
|
2020
Q2 | $22.6M | Sell |
61,857
-16,599
| -21% | -$6.06M | 12.6% | 2 |
|
|
2020
Q1 | $20M | Sell |
78,456
-35,577
| -31% | -$9.05M | 10.91% | 2 |
|
|
2019
Q4 | $33.5M | Sell |
114,033
-10,096
| -8% | -$2.96M | 12.99% | 2 |
|
|
2019
Q3 | $27.8M | Sell |
124,129
-13,075
| -10% | -$2.93M | 12.12% | 2 |
|
|
2019
Q2 | $27.2M | Sell |
137,204
-4,560
| -3% | -$903K | 11.6% | 2 |
|
|
2019
Q1 | $26.9M | Buy |
141,764
+4,359
| +3% | +$828K | 11.4% | 2 |
|
|
2018
Q4 | $21.7M | Buy |
137,405
+13,463
| +11% | +$2.12M | 10.2% | 2 |
|
|
2018
Q3 | $28M | Sell |
123,942
-34,935
| -22% | -$7.89M | 11.45% | 2 |
|
|
2018
Q2 | $29.4M | Sell |
158,877
-2,552
| -2% | -$472K | 12.41% | 2 |
|
|
2018
Q1 | $27.1M | Sell |
161,429
-9,058
| -5% | -$1.52M | 11.66% | 2 |
|
|
2017
Q4 | $28.9M | Sell |
170,487
-2,864
| -2% | -$485K | 12.56% | 2 |
|
|
2017
Q3 | $26.7M | Sell |
173,351
-10,256
| -6% | -$1.58M | 11.49% | 2 |
|
|
2017
Q2 | $26.4M | Sell |
183,607
-14,015
| -7% | -$2.02M | 12.02% | 2 |
|
|
2017
Q1 | $28.4M | Sell |
197,622
-22,466
| -10% | -$3.23M | 13.7% | 2 |
|
|
2016
Q4 | $25.6M | Buy |
+220,088
| New | +$25.6M | 11.63% | 2 |
|