Sage Mountain Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28.1M Buy
2025
Q1
$28.1M Sell
2024
Q4
$31.9M Buy
2024
Q3
$26.1M Buy
2024
Q2
$22.7M Buy
2024
Q1
$16.1M Sell
2023
Q4
$19.3M Sell
2023
Q3
$18.2M Sell
2023
Q2
$21M Buy
2023
Q1
$17.2M Buy
2022
Q4
$4.6M Buy
2022
Q3
$4.74M Buy
2022
Q2
$4.47M Sell
2022
Q1
$6.03M Sell
2021
Q4
$13.6M Buy
2021
Q3
$9.12M Buy
2021
Q2
$8.82M Buy
2021
Q1
$7.07M Buy
2020
Q4
$6.9M Buy