WIS
Wright Investors Service’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
65,809
-7,345
| -10% | -$1.51M | 4.08% | 4 |
|
|
2025
Q1 | $16.2M | Sell |
73,154
-7,351
| -9% | -$1.63M | 5.37% | 1 |
|
|
2024
Q4 | $20.2M | Sell |
80,505
-6,842
| -8% | -$1.71M | 6.55% | 1 |
|
|
2024
Q3 | $20.4M | Buy |
87,347
+5,841
| +7% | +$1.36M | 5.33% | 2 |
|
|
2024
Q2 | $17.2M | Buy |
81,506
+12,755
| +19% | +$2.69M | 4.52% | 2 |
|
|
2024
Q1 | $11.8M | Sell |
68,751
-22,934
| -25% | -$3.93M | 2.99% | 3 |
|
|
2023
Q4 | $17.7M | Sell |
91,685
-1,328
| -1% | -$256K | 4.97% | 2 |
|
|
2023
Q3 | $15.9M | Sell |
93,013
-2,315
| -2% | -$396K | 4.62% | 2 |
|
|
2023
Q2 | $18.5M | Sell |
95,328
-8,154
| -8% | -$1.58M | 5.21% | 2 |
|
|
2023
Q1 | $17.1M | Sell |
103,482
-6,416
| -6% | -$1.06M | 4.85% | 2 |
|
|
2022
Q4 | $14.3M | Sell |
109,898
-10,506
| -9% | -$1.37M | 4.09% | 2 |
|
|
2022
Q3 | $16.6M | Buy |
120,404
+6,903
| +6% | +$954K | 5.23% | 1 |
|
|
2022
Q2 | $15.5M | Buy |
113,501
+1,100
| +1% | +$150K | 4.43% | 2 |
|
|
2022
Q1 | $19.6M | Buy |
112,401
+12,777
| +13% | +$2.23M | 4.88% | 2 |
|
|
2021
Q4 | $17.7M | Sell |
99,624
-15,151
| -13% | -$2.69M | 4.47% | 2 |
|
|
2021
Q3 | $16.2M | Sell |
114,775
-14,263
| -11% | -$2.02M | 4.62% | 2 |
|
|
2021
Q2 | $17.7M | Buy |
129,038
+3,091
| +2% | +$423K | 4.79% | 2 |
|
|
2021
Q1 | $15.4M | Sell |
125,947
-950
| -0.7% | -$116K | 4.66% | 2 |
|
|
2020
Q4 | $16.8M | Sell |
126,897
-25,486
| -17% | -$3.38M | 5.78% | 1 |
|
|
2020
Q3 | $17.6M | Buy |
152,383
+113,957
| +297% | +$13.2M | 6.28% | 2 |
|
|
2020
Q2 | $14M | Sell |
38,426
-10,967
| -22% | -$4M | 5.38% | 2 |
|
|
2020
Q1 | $12.6M | Sell |
49,393
-4,732
| -9% | -$1.2M | 5.41% | 2 |
|
|
2019
Q4 | $15.9M | Sell |
54,125
-3,196
| -6% | -$939K | 5.44% | 2 |
|
|
2019
Q3 | $12.8M | Sell |
57,321
-940
| -2% | -$211K | 4.61% | 2 |
|
|
2019
Q2 | $11.5M | Buy |
58,261
+5,333
| +10% | +$1.06M | 4.39% | 2 |
|
|
2019
Q1 | $10.1M | Buy |
52,928
+844
| +2% | +$160K | 4.06% | 2 |
|
|
2018
Q4 | $8.22M | Sell |
52,084
-1,276
| -2% | -$201K | 3.52% | 2 |
|
|
2018
Q3 | $12M | Buy |
53,360
+5,561
| +12% | +$1.26M | 4.41% | 2 |
|
|
2018
Q2 | $8.85M | Sell |
47,799
-3,396
| -7% | -$629K | 3.52% | 2 |
|
|
2018
Q1 | $8.59M | Sell |
51,195
-14,539
| -22% | -$2.44M | 2.95% | 3 |
|
|
2017
Q4 | $11.1M | Buy |
65,734
+4,882
| +8% | +$826K | 3.72% | 2 |
|
|
2017
Q3 | $9.38M | Buy |
60,852
+1,421
| +2% | +$219K | 3.41% | 2 |
|
|
2017
Q2 | $8.56M | Buy |
59,431
+2,925
| +5% | +$421K | 3.23% | 2 |
|
|
2017
Q1 | $8.12M | Buy |
56,506
+3,230
| +6% | +$464K | 3.29% | 2 |
|
|
2016
Q4 | $6.17M | Buy |
53,276
+3,065
| +6% | +$355K | 2.67% | 2 |
|
|
2016
Q3 | $5.68M | Sell |
50,211
-160
| -0.3% | -$18.1K | 2.37% | 2 |
|
|
2016
Q2 | $4.82M | Sell |
50,371
-2,080
| -4% | -$199K | 1.98% | 2 |
|
|
2016
Q1 | $5.72M | Buy |
52,451
+10,626
| +25% | +$1.16M | 2.26% | 1 |
|
|
2015
Q4 | $4.4M | Buy |
41,825
+2,786
| +7% | +$293K | 1.63% | 6 |
|
|
2015
Q3 | $4.31M | Buy |
39,039
+18,045
| +86% | +$1.99M | 1.95% | 4 |
|
|
2015
Q2 | $2.63M | Sell |
20,994
-1,499
| -7% | -$188K | 1.26% | 18 |
|
|
2015
Q1 | $2.8M | Sell |
22,493
-1,672
| -7% | -$208K | 1.35% | 14 |
|
|
2014
Q4 | $2.67M | Sell |
24,165
-2,130
| -8% | -$235K | 1.31% | 18 |
|
|
2014
Q3 | $2.65M | Buy |
26,295
+1,518
| +6% | +$153K | 1.31% | 17 |
|
|
2014
Q2 | $2.3M | Buy |
24,777
+21,327
| +618% | +$1.98M | 1.04% | 22 |
|
|
2014
Q1 | $1.85M | Sell |
3,450
-50
| -1% | -$26.8K | 0.83% | 29 |
|
|
2013
Q4 | $1.96M | Buy |
3,500
+317
| +10% | +$178K | 0.87% | 29 |
|
|
2013
Q3 | $1.52M | Buy |
3,183
+340
| +12% | +$162K | 0.69% | 39 |
|
|
2013
Q2 | $1.13M | Buy |
+2,843
| New | +$1.13M | 0.53% | 58 |
|