Patrick M. Sweeney & 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 | $7.96M | Sell |
37,273
-88
| -0.2% | -$18.8K | 5.48% | 2 |
|
|
2025
Q1 | $8.3M | Sell |
37,361
-273
| -0.7% | -$60.6K | 6.2% | 2 |
|
|
2024
Q4 | $9.42M | Sell |
37,634
-445
| -1% | -$111K | 7.06% | 1 |
|
|
2024
Q3 | $8.87M | Buy |
38,079
+2
| +0% | +$466 | 6.52% | 1 |
|
|
2024
Q2 | $8.02M | Buy |
38,077
+269
| +0.7% | +$56.7K | 6.48% | 1 |
|
|
2024
Q1 | $6.48M | Buy |
37,808
+241
| +0.6% | +$41.3K | 5.33% | 2 |
|
|
2023
Q4 | $7.23M | Buy |
+37,567
| New | +$7.23M | 6.61% | 2 |
|