SAG
SageView Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40M | Sell |
186,710
-1,341
| -0.7% | -$287K | 1.51% | 10 |
|
|
2025
Q1 | $41.8M | Buy |
188,051
+3,915
| +2% | +$870K | 1.78% | 10 |
|
|
2024
Q4 | $46.1M | Buy |
184,136
+38,847
| +27% | +$9.73M | 1.98% | 10 |
|
|
2024
Q3 | $33.9M | Sell |
145,289
-28,872
| -17% | -$6.73M | 1.72% | 10 |
|
|
2024
Q2 | $36.7M | Buy |
174,161
+7,968
| +5% | +$1.68M | 1.7% | 10 |
|
|
2024
Q1 | $28.5M | Sell |
166,193
-21,072
| -11% | -$3.61M | 1.44% | 11 |
|
|
2023
Q4 | $35.2M | Buy |
187,265
+41,393
| +28% | +$7.78M | 1.52% | 10 |
|
|
2023
Q3 | $25M | Buy |
145,872
+3,482
| +2% | +$596K | 1.43% | 12 |
|
|
2023
Q2 | $27.6M | Buy |
142,390
+14,920
| +12% | +$2.89M | 1.54% | 10 |
|
|
2023
Q1 | $21M | Buy |
127,470
+21,027
| +20% | +$3.47M | 1.34% | 12 |
|
|
2022
Q4 | $13.8M | Buy |
+106,443
| New | +$13.8M | 1.12% | 16 |
|