SAM Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
20,739
+598
| +3% | +$123K | 1.47% | 14 |
|
|
2025
Q1 | $4.47M | Sell |
20,141
-355
| -2% | -$78.9K | 1.68% | 12 |
|
|
2024
Q4 | $5.13M | Sell |
20,496
-26
| -0.1% | -$6.51K | 1.86% | 11 |
|
|
2024
Q3 | $4.78M | Sell |
20,522
-618
| -3% | -$144K | 1.76% | 12 |
|
|
2024
Q2 | $4.45M | Buy |
21,140
+174
| +0.8% | +$36.6K | 1.61% | 12 |
|
|
2024
Q1 | $3.6M | Buy |
20,966
+278
| +1% | +$47.7K | 1.31% | 15 |
|
|
2023
Q4 | $3.98M | Sell |
20,688
-112
| -0.5% | -$21.6K | 1.57% | 12 |
|
|
2023
Q3 | $3.56M | Buy |
20,800
+371
| +2% | +$63.5K | 1.55% | 13 |
|
|
2023
Q2 | $3.96M | Sell |
20,429
-2,896
| -12% | -$562K | 1.65% | 13 |
|
|
2023
Q1 | $3.85M | Sell |
23,325
-1,012
| -4% | -$167K | 1.73% | 13 |
|
|
2022
Q4 | $3.16M | Buy |
24,337
+1,477
| +6% | +$192K | 1.39% | 14 |
|
|
2022
Q3 | $3.16M | Sell |
22,860
-1,679
| -7% | -$232K | 1.54% | 15 |
|
|
2022
Q2 | $3.38M | Buy |
24,539
+777
| +3% | +$107K | 1.69% | 11 |
|
|
2022
Q1 | $4.15M | Buy |
23,762
+110
| +0.5% | +$19.2K | 1.79% | 11 |
|
|
2021
Q4 | $4.03M | Sell |
23,652
-1,049
| -4% | -$179K | 1.84% | 10 |
|
|
2021
Q3 | $3.48M | Buy |
+24,701
| New | +$3.48M | 1.68% | 13 |
|