Sageworth Trust’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 | $1.76M | Buy |
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2025
Q1 | $1.8M | Sell |
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2024
Q4 | $2.09M | Sell |
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2024
Q3 | $2.41M | Sell |
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2024
Q2 | $3.65M | Buy |
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2024
Q1 | $1.17M | Hold |
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2023
Q4 | $1.32M | Hold |
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2023
Q3 | $1.17M | Sell |
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2023
Q2 | $1.36M | Buy |
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2023
Q1 | $1.15M | Buy |
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2022
Q4 | $801K | Buy |
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2022
Q3 | $845K | Buy |
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2022
Q2 | $793K | Buy |
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2022
Q1 | $404K | Sell |
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2021
Q4 | $447K | Hold |
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2021
Q3 | $356K | Sell |
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2021
Q2 | $408K | Sell |
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2021
Q1 | $547K | Sell |
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2020
Q4 | $636K | Buy |
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2020
Q3 | $376K | Sell |
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2020
Q2 | $378K | Buy |
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2020
Q1 | $253K | Hold |
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2019
Q4 | $293K | Buy |
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2019
Q3 | $198K | Hold |
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2019
Q2 | $175K | Sell |
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2019
Q1 | $172K | Sell |
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2018
Q4 | $173K | Buy |
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2018
Q3 | $244K | Hold |
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2018
Q2 | $200K | Sell |
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2018
Q1 | $220K | Buy |
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2017
Q4 | $202K | Buy |
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2017
Q3 | $167K | Sell |
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2017
Q2 | $264K | Buy |
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2017
Q1 | $156K | Buy |
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2016
Q4 | $102K | Buy |
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2015
Q1 | – | Sell |
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2014
Q4 | $500K | Buy |
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