SMA
Sage Mountain Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Buy |
137,200
+10,720
| +8% | +$2.2M | 1.83% | 10 |
|
|
2025
Q1 | $28.1M | Sell |
126,480
-833
| -0.7% | -$185K | 2.07% | 9 |
|
|
2024
Q4 | $31.9M | Buy |
127,313
+15,224
| +14% | +$3.81M | 2.33% | 8 |
|
|
2024
Q3 | $26.1M | Buy |
112,089
+4,135
| +4% | +$963K | 2.23% | 9 |
|
|
2024
Q2 | $22.7M | Buy |
107,954
+13,891
| +15% | +$2.93M | 2.1% | 9 |
|
|
2024
Q1 | $16.1M | Sell |
94,063
-6,175
| -6% | -$1.06M | 1.68% | 12 |
|
|
2023
Q4 | $19.3M | Sell |
100,238
-6,119
| -6% | -$1.18M | 2.24% | 10 |
|
|
2023
Q3 | $18.2M | Sell |
106,357
-1,815
| -2% | -$311K | 2.5% | 9 |
|
|
2023
Q2 | $21M | Buy |
108,172
+3,863
| +4% | +$749K | 2.99% | 9 |
|
|
2023
Q1 | $17.2M | Buy |
104,309
+68,901
| +195% | +$11.4M | 2.77% | 9 |
|
|
2022
Q4 | $4.6M | Buy |
35,408
+1,104
| +3% | +$143K | 1.05% | 17 |
|
|
2022
Q3 | $4.74M | Buy |
34,304
+1,599
| +5% | +$221K | 1.26% | 13 |
|
|
2022
Q2 | $4.47M | Sell |
32,705
-1,810
| -5% | -$247K | 0.79% | 14 |
|
|
2022
Q1 | $6.03M | Sell |
34,515
-41,963
| -55% | -$7.33M | 0.94% | 11 |
|
|
2021
Q4 | $13.6M | Buy |
76,478
+12,006
| +19% | +$2.13M | 1.63% | 8 |
|
|
2021
Q3 | $9.12M | Buy |
64,472
+54
| +0.1% | +$7.64K | 1.31% | 9 |
|
|
2021
Q2 | $8.82M | Buy |
64,418
+6,522
| +11% | +$893K | 1.46% | 9 |
|
|
2021
Q1 | $7.07M | Buy |
57,896
+5,899
| +11% | +$721K | 1.5% | 9 |
|
|
2020
Q4 | $6.9M | Buy |
+51,997
| New | +$6.9M | 2.26% | 8 |
|