McAlister Sweet & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Buy |
38,127
+8,094
| +27% | +$1.66M | 6.94% | 3 |
|
|
2025
Q1 | $6.67M | Sell |
30,033
-837
| -3% | -$186K | 5.05% | 6 |
|
|
2024
Q4 | $7.73M | Buy |
30,870
+393
| +1% | +$98.4K | 5.5% | 4 |
|
|
2024
Q3 | $7.1M | Buy |
30,477
+849
| +3% | +$198K | 5.86% | 4 |
|
|
2024
Q2 | $6.24M | Sell |
29,628
-318
| -1% | -$67K | 4.48% | 4 |
|
|
2024
Q1 | $5.14M | Buy |
29,946
+3,419
| +13% | +$586K | 4.03% | 7 |
|
|
2023
Q4 | $5.11M | Sell |
26,527
-284
| -1% | -$54.7K | 4.74% | 5 |
|
|
2023
Q3 | $4.59M | Buy |
26,811
+4,555
| +20% | +$780K | 3.9% | 6 |
|
|
2023
Q2 | $4.32M | Buy |
22,256
+1,087
| +5% | +$211K | 3.71% | 6 |
|
|
2023
Q1 | $3.49M | Buy |
21,169
+218
| +1% | +$35.9K | 3.84% | 7 |
|
|
2022
Q4 | $2.72M | Buy |
20,951
+31
| +0.1% | +$4.03K | 4.03% | 7 |
|
|
2022
Q3 | $2.89M | Sell |
20,920
-2,473
| -11% | -$342K | 3.09% | 8 |
|
|
2022
Q2 | $3.2M | Sell |
23,393
-9,540
| -29% | -$1.3M | 3.24% | 12 |
|
|
2022
Q1 | $5.75M | Sell |
32,933
-736
| -2% | -$129K | 6.11% | 6 |
|
|
2021
Q4 | $5.98M | Buy |
+33,669
| New | +$5.98M | 5.22% | 6 |
|