Wunderlich Capital Managemnt’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.74M | Sell |
31,987
-111
| -0.3% | -$20.7K | 3.01% | 5 |
|
|
2024
Q1 | $5.5M | Sell |
32,098
-1,840
| -5% | -$335K | 2.48% | 5 |
|
|
2023
Q4 | $6.53M | Sell |
33,938
-674
| -2% | -$124K | 2.94% | 4 |
|
|
2023
Q3 | $5.93M | Sell |
34,612
-125
| -0.4% | -$22.9K | 2.92% | 4 |
|
|
2023
Q2 | $6.74M | Sell |
34,737
-121
| -0.3% | -$21.1K | 3.31% | 2 |
|
|
2023
Q1 | $5.75M | Buy |
34,858
+18
| +0.1% | +$2.66K | 2.99% | 2 |
|
|
2022
Q4 | $4.53M | Sell |
34,840
-40
| -0.1% | -$5.72K | 2.52% | 8 |
|
|
2022
Q3 | $4.82M | Buy |
34,880
+558
| +2% | +$87.6K | 3.08% | 2 |
|
|
2022
Q2 | $4.69M | Sell |
34,322
-97
| -0.3% | -$14.7K | 2.73% | 5 |
|
|
2022
Q1 | $6.01M | Sell |
34,419
-527
| -2% | -$88.6K | 2.84% | 3 |
|
|
2021
Q4 | $6.21M | Sell |
34,946
-177
| -0.5% | -$28K | 2.76% | 2 |
|
|
2021
Q3 | $4.97M | Sell |
35,123
-1,221
| -3% | -$180K | 2.39% | 5 |
|
|
2021
Q2 | $4.98M | Sell |
36,344
-349
| -1% | -$45.2K | 2.52% | 6 |
|
|
2021
Q1 | $4.48M | Sell |
36,693
-1,619
| -4% | -$208K | 2.45% | 6 |
|
|
2020
Q4 | $5.08M | Sell |
38,312
-1,075
| -3% | -$129K | 2.82% | 4 |
|
|
2020
Q3 | $4.56M | Sell |
39,387
-2,221
| -5% | -$242K | 2.82% | 5 |
|
|
2020
Q2 | $3.79M | Sell |
41,608
-704
| -2% | -$54.6K | 2.66% | 6 |
|
|
2020
Q1 | $2.69M | Sell |
42,312
-1,588
| -4% | -$117K | 2.22% | 9 |
|
|
2019
Q4 | $3.22M | Sell |
43,900
-836
| -2% | -$53.8K | 2.03% | 5 |
|
|
2019
Q3 | $2.5M | Sell |
44,736
-140
| -0.3% | -$7.32K | 1.72% | 12 |
|
|
2019
Q2 | $2.22M | Buy |
44,876
+580
| +1% | +$28.3K | 1.47% | 19 |
|
|
2019
Q1 | $2.1M | Buy |
44,296
+820
| +2% | +$34.8K | 1.47% | 20 |
|
|
2018
Q4 | $1.71M | Sell |
43,476
-256
| -0.6% | -$12.4K | 1.32% | 31 |
|
|
2018
Q3 | $2.47M | Sell |
43,732
-2,916
| -6% | -$152K | 1.75% | 9 |
|
|
2018
Q2 | $2.16M | Sell |
46,648
-476
| -1% | -$21.6K | 1.5% | 15 |
|
|
2018
Q1 | $1.98M | Sell |
47,124
-1,080
| -2% | -$46.5K | 1.36% | 19 |
|
|
2017
Q4 | $2.04M | Sell |
48,204
-24
| -0% | -$1K | 1.41% | 17 |
|
|
2017
Q3 | $1.86M | Sell |
48,228
-900
| -2% | -$34.9K | 1.39% | 21 |
|
|
2017
Q2 | $1.77M | Sell |
49,128
-636
| -1% | -$23.5K | 1.32% | 20 |
|
|
2017
Q1 | $1.79M | Sell |
49,764
-14,204
| -22% | -$468K | 1.39% | 16 |
|
|
2016
Q4 | $1.85M | Sell |
63,968
-1,324
| -2% | -$37.5K | 1.51% | 12 |
|
|
2016
Q3 | $1.84M | Buy |
65,292
+1,248
| +2% | +$33K | 1.47% | 12 |
|
|
2016
Q2 | $1.53M | Buy |
64,044
+1,680
| +3% | +$41.8K | 1.29% | 22 |
|
|
2016
Q1 | $1.7M | Buy |
62,364
+360
| +0.6% | +$8.97K | 1.46% | 13 |
|
|
2015
Q4 | $1.63M | Buy |
62,004
+816
| +1% | +$23.3K | 1.4% | 15 |
|
|
2015
Q3 | $1.69M | Sell |
61,188
-604
| -1% | -$17.7K | 1.56% | 10 |
|
|
2015
Q2 | $1.94M | Sell |
61,792
-1,988
| -3% | -$63.6K | 1.88% | 6 |
|
|
2015
Q1 | $1.98M | Sell |
63,780
-448
| -0.7% | -$13.5K | 1.79% | 7 |
|
|
2014
Q4 | $1.77M | Buy |
64,228
+1,716
| +3% | +$46.7K | 1.5% | 8 |
|
|
2014
Q3 | $1.57M | Sell |
62,512
-8,440
| -12% | -$207K | 1.41% | 12 |
|
|
2014
Q2 | $1.65M | Sell |
70,952
-2,184
| -3% | -$46.5K | 1.51% | 8 |
|
|
2014
Q1 | $1.4M | Sell |
73,136
-3,752
| -5% | -$71.4K | 1.32% | 15 |
|
|
2013
Q4 | $1.54M | Buy |
+76,888
| New | +$1.45M | 1.48% | 15 |
|
Other funds holding AAPL
Wunderlich Capital Managemnt's AAPL Position: Q2 2024 in Review
Wunderlich Capital Managemnt reduced its Apple (AAPL) stake by 0.35% in Q2 2024, selling an estimated $20.7K and leaving 31,987 shares worth $6.74M. The position accounts for 3.01% of the portfolio, ranked #5.
Wunderlich Capital Managemnt first reported a position in AAPL in Q4 2013 and has held it in 43 quarters since. The position peaked at $6.74M in Q2 2023. 5,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.
- Wunderlich Capital Managemnt held 31,987 shares of Apple worth $6.74M as of Q2 2024.
- Wunderlich Capital Managemnt sold 111 Apple shares in Q2 2024, an estimated $20.7K.
- Apple made up 3.01% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #5 holding.
- Wunderlich Capital Managemnt first reported a position in Apple in Q4 2013 and has held it in 43 quarters since.
- Wunderlich Capital Managemnt's Apple position peaked at $6.74M in Q2 2023.
- 5,118 funds tracked by Wall St. Rank held Apple as of Q2 2024.
Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.