Sage Financial Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Hold |
3,513
| – | – | 0.25% | 29 |
|
|
2025
Q1 | $780K | Hold |
3,513
| – | – | 0.28% | 28 |
|
|
2024
Q4 | $880K | Sell |
3,513
-65
| -2% | -$16.3K | 0.33% | 28 |
|
|
2024
Q3 | $834K | Hold |
3,578
| – | – | 0.32% | 30 |
|
|
2024
Q2 | $754K | Sell |
3,578
-69
| -2% | -$14.5K | 2.29% | 6 |
|
|
2024
Q1 | $625K | Hold |
3,647
| – | – | 0.3% | 31 |
|
|
2023
Q4 | $702K | Sell |
3,647
-109
| -3% | -$21K | 0.38% | 29 |
|
|
2023
Q3 | $643K | Buy |
+3,756
| New | +$643K | 0.39% | 29 |
|
|
2023
Q2 | – | Sell |
-3,785
| Closed | -$624K | – | 8 |
|
|
2023
Q1 | $624K | Sell |
3,785
-143
| -4% | -$23.6K | 0.5% | 24 |
|
|
2022
Q4 | $510K | Sell |
3,928
-555
| -12% | -$72.1K | 0.36% | 26 |
|
|
2022
Q3 | $620K | Sell |
4,483
-200
| -4% | -$27.7K | 0.55% | 19 |
|
|
2022
Q2 | $640K | Sell |
4,683
-305
| -6% | -$41.7K | 0.45% | 21 |
|
|
2022
Q1 | $871K | Buy |
4,988
+825
| +20% | +$144K | 0.6% | 18 |
|
|
2021
Q4 | $739K | Buy |
+4,163
| New | +$739K | 0.49% | 19 |
|
|
2021
Q3 | – | Sell |
-4,233
| Closed | -$580K | – | 6 |
|
|
2021
Q2 | $580K | Hold |
4,233
| – | – | 0.53% | 16 |
|
|
2021
Q1 | $517K | Buy |
4,233
+648
| +18% | +$79.1K | 0.4% | 20 |
|
|
2020
Q4 | $476K | Buy |
+3,585
| New | +$476K | 0.37% | 21 |
|