ZIG
Zuckerman Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
99,012
+3,411
| +4% | +$700K | 1.97% | 22 |
|
|
2025
Q1 | $21.2M | Sell |
95,601
-317
| -0.3% | -$70.4K | 2.28% | 17 |
|
|
2024
Q4 | $21.9M | Sell |
95,918
-459
| -0.5% | -$105K | 2.1% | 18 |
|
|
2024
Q3 | $22.5M | Buy |
96,377
+2,129
| +2% | +$496K | 2.31% | 16 |
|
|
2024
Q2 | $19.9M | Buy |
94,248
+241
| +0.3% | +$50.8K | 2.3% | 13 |
|
|
2024
Q1 | $16.1M | Buy |
94,007
+3,363
| +4% | +$577K | 1.83% | 19 |
|
|
2023
Q4 | $17.5M | Buy |
90,644
+3,280
| +4% | +$632K | 2.25% | 14 |
|
|
2023
Q3 | $15M | Sell |
87,364
-4,608
| -5% | -$789K | 2.14% | 20 |
|
|
2023
Q2 | $17.8M | Buy |
91,972
+56
| +0.1% | +$10.9K | 2.55% | 13 |
|
|
2023
Q1 | $15.2M | Buy |
91,916
+291
| +0.3% | +$48K | 2.3% | 16 |
|
|
2022
Q4 | $11.9M | Buy |
91,625
+1,271
| +1% | +$165K | 1.88% | 20 |
|
|
2022
Q3 | $12.5M | Buy |
90,354
+401
| +0.4% | +$55.4K | 2.34% | 16 |
|
|
2022
Q2 | $12.3M | Buy |
89,953
+3,632
| +4% | +$497K | 2.24% | 16 |
|
|
2022
Q1 | $15.1M | Buy |
86,321
+11
| +0% | +$1.92K | 2.43% | 11 |
|
|
2021
Q4 | $15.3M | Buy |
86,310
+637
| +0.7% | +$113K | 2.38% | 12 |
|
|
2021
Q3 | $12.1M | Sell |
85,673
-1,145
| -1% | -$162K | 2.01% | 19 |
|
|
2021
Q2 | $11.9M | Buy |
86,818
+1,007
| +1% | +$138K | 1.88% | 22 |
|
|
2021
Q1 | $10.5M | Buy |
85,811
+1,880
| +2% | +$230K | 1.72% | 21 |
|
|
2020
Q4 | $11.1M | Sell |
83,931
-260
| -0.3% | -$34.5K | 2.05% | 19 |
|
|
2020
Q3 | $9.75M | Buy |
84,191
+63,239
| +302% | +$7.32M | 2.16% | 20 |
|
|
2020
Q2 | $7.64M | Buy |
20,952
+17,882
| +582% | +$6.52M | 1.81% | 22 |
|
|
2020
Q1 | $781K | Buy |
3,070
+509
| +20% | +$129K | 0.23% | 44 |
|
|
2019
Q4 | $752K | Sell |
2,561
-57
| -2% | -$16.7K | 0.16% | 44 |
|
|
2019
Q3 | $586K | Buy |
2,618
+43
| +2% | +$9.63K | 0.14% | 44 |
|
|
2019
Q2 | $510K | Buy |
2,575
+40
| +2% | +$7.92K | 0.11% | 46 |
|
|
2019
Q1 | $482K | Sell |
2,535
-110
| -4% | -$20.9K | 0.11% | 47 |
|
|
2018
Q4 | $417K | Hold |
2,645
| – | – | 0.12% | 45 |
|
|
2018
Q3 | $597K | Buy |
2,645
+36
| +1% | +$8.13K | 0.13% | 44 |
|
|
2018
Q2 | $483K | Sell |
2,609
-33
| -1% | -$6.11K | 0.11% | 43 |
|
|
2018
Q1 | $443K | Buy |
2,642
+210
| +9% | +$35.2K | 0.11% | 45 |
|
|
2017
Q4 | $412K | Hold |
2,432
| – | – | 0.1% | 46 |
|
|
2017
Q3 | $375K | Hold |
2,432
| – | – | 0.09% | 42 |
|
|
2017
Q2 | $350K | Hold |
2,432
| – | – | 0.09% | 42 |
|
|
2017
Q1 | $349K | Buy |
2,432
+295
| +14% | +$42.3K | 0.08% | 50 |
|
|
2016
Q4 | $248K | Hold |
2,137
| – | – | 0.06% | 52 |
|
|
2016
Q3 | $242K | Buy |
+2,137
| New | +$242K | 0.06% | 54 |
|
|
2015
Q3 | – | Sell |
-1,626
| Closed | -$204K | – | 46 |
|
|
2015
Q2 | $204K | Hold |
1,626
| – | – | 0.05% | 43 |
|
|
2015
Q1 | $202K | Buy |
+1,626
| New | +$202K | 0.04% | 50 |
|