Sage Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Sell |
26,697
-18,359
| -41% | -$3.77M | 3.91% | 7 |
|
|
2025
Q1 | $10M | Buy |
45,056
+959
| +2% | +$213K | 7.04% | 5 |
|
|
2024
Q4 | $11M | Sell |
44,097
-2,084
| -5% | -$522K | 8.25% | 5 |
|
|
2024
Q3 | $10.8M | Buy |
46,181
+1,778
| +4% | +$414K | 8.48% | 5 |
|
|
2024
Q2 | $9.35M | Buy |
44,403
+1,416
| +3% | +$298K | 7.6% | 5 |
|
|
2024
Q1 | $7.37M | Sell |
42,987
-11,579
| -21% | -$1.99M | 6.56% | 5 |
|
|
2023
Q4 | $10.5M | Buy |
+54,566
| New | +$10.5M | 10.44% | 4 |
|