SIA
Sage Investment Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.37M | Buy |
10,173
+695
| +7% | +$162K | 2.48% | 14 |
|
|
2024
Q2 | $2M | Sell |
9,478
-921
| -9% | -$194K | 2.26% | 15 |
|
|
2024
Q1 | $1.78M | Sell |
10,399
-203
| -2% | -$34.8K | 2.04% | 16 |
|
|
2023
Q4 | $2.04M | Buy |
10,602
+108
| +1% | +$20.8K | 2.48% | 12 |
|
|
2023
Q3 | $1.8M | Sell |
10,494
-31
| -0.3% | -$5.31K | 2.46% | 14 |
|
|
2023
Q2 | $2.04M | Sell |
10,525
-906
| -8% | -$176K | 2.73% | 13 |
|
|
2023
Q1 | $1.89M | Buy |
11,431
+15
| +0.1% | +$2.47K | 2.52% | 12 |
|
|
2022
Q4 | $1.48M | Buy |
11,416
+16
| +0.1% | +$2.08K | 2.11% | 19 |
|
|
2022
Q3 | $1.58M | Buy |
11,400
+13
| +0.1% | +$1.8K | 2.49% | 13 |
|
|
2022
Q2 | $1.56M | Sell |
11,387
-58
| -0.5% | -$7.93K | 2.44% | 14 |
|
|
2022
Q1 | $2M | Buy |
11,445
+313
| +3% | +$54.6K | 2.65% | 10 |
|
|
2021
Q4 | $1.98M | Buy |
+11,132
| New | +$1.98M | 2.54% | 12 |
|