SHGA
Sand Hill Global Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Buy |
146,724
+1,614
| +1% | +$331K | 1.12% | 18 |
|
|
2025
Q1 | $32.2M | Buy |
145,110
+2,571
| +2% | +$571K | 1.33% | 15 |
|
|
2024
Q4 | $35.7M | Sell |
142,539
-65
| -0% | -$16.3K | 1.51% | 15 |
|
|
2024
Q3 | $33.2M | Sell |
142,604
-3,486
| -2% | -$812K | 1.4% | 14 |
|
|
2024
Q2 | $30.8M | Buy |
146,090
+1,518
| +1% | +$320K | 1.4% | 14 |
|
|
2024
Q1 | $24.8M | Sell |
144,572
-8,841
| -6% | -$1.52M | 1.18% | 15 |
|
|
2023
Q4 | $29.5M | Sell |
153,413
-3,860
| -2% | -$743K | 1.42% | 13 |
|
|
2023
Q3 | $26.9M | Sell |
157,273
-2,110
| -1% | -$361K | 1.48% | 12 |
|
|
2023
Q2 | $30.9M | Sell |
159,383
-2,299
| -1% | -$446K | 1.54% | 13 |
|
|
2023
Q1 | $26.7M | Buy |
161,682
+269
| +0.2% | +$44.4K | 1.43% | 14 |
|
|
2022
Q4 | $21M | Buy |
161,413
+3,996
| +3% | +$519K | 1.18% | 14 |
|
|
2022
Q3 | $21.8M | Sell |
157,417
-3,057
| -2% | -$422K | 1.37% | 15 |
|
|
2022
Q2 | $21.9M | Sell |
160,474
-16,826
| -9% | -$2.3M | 1.25% | 14 |
|
|
2022
Q1 | $31M | Sell |
177,300
-10,706
| -6% | -$1.87M | 1.71% | 10 |
|
|
2021
Q4 | $33.4M | Sell |
188,006
-12,724
| -6% | -$2.26M | 1.87% | 10 |
|
|
2021
Q3 | $28.4M | Buy |
200,730
+7,006
| +4% | +$991K | 1.72% | 11 |
|
|
2021
Q2 | $26.5M | Buy |
193,724
+8,356
| +5% | +$1.14M | 1.62% | 11 |
|
|
2021
Q1 | $22.6M | Sell |
185,368
-12,623
| -6% | -$1.54M | 1.47% | 13 |
|
|
2020
Q4 | $26.3M | Sell |
197,991
-7,625
| -4% | -$1.01M | 1.76% | 13 |
|
|
2020
Q3 | $23.8M | Buy |
205,616
+152,866
| +290% | +$17.7M | 1.81% | 13 |
|
|
2020
Q2 | $19.2M | Sell |
52,750
-3,574
| -6% | -$1.3M | 1.54% | 13 |
|
|
2020
Q1 | $14.3M | Buy |
56,324
+5,094
| +10% | +$1.3M | 1.36% | 11 |
|
|
2019
Q4 | $15M | Buy |
51,230
+2,034
| +4% | +$597K | 1.36% | 12 |
|
|
2019
Q3 | $11M | Sell |
49,196
-1,428
| -3% | -$320K | 1.03% | 14 |
|
|
2019
Q2 | $10M | Buy |
50,624
+97
| +0.2% | +$19.2K | 1.03% | 15 |
|
|
2019
Q1 | $9.6M | Sell |
50,527
-3,396
| -6% | -$645K | 0.98% | 14 |
|
|
2018
Q4 | $8.51M | Sell |
53,923
-19,386
| -26% | -$3.06M | 0.92% | 19 |
|
|
2018
Q3 | $16.5M | Sell |
73,309
-556
| -0.8% | -$126K | 1.58% | 14 |
|
|
2018
Q2 | $13.7M | Buy |
73,865
+53,923
| +270% | +$9.98M | 1.35% | 15 |
|
|
2018
Q1 | $3.35M | Sell |
19,942
-57,264
| -74% | -$9.61M | 3.23% | 7 |
|
|
2017
Q4 | $13.1M | Sell |
77,206
-2,804
| -4% | -$475K | 1.3% | 14 |
|
|
2017
Q3 | $12.3M | Buy |
80,010
+1,438
| +2% | +$222K | 1.32% | 14 |
|
|
2017
Q2 | $11.3M | Buy |
78,572
+8,930
| +13% | +$1.29M | 1.29% | 15 |
|
|
2017
Q1 | $10M | Sell |
69,642
-31,741
| -31% | -$4.56M | 1.29% | 13 |
|
|
2016
Q4 | $11.7M | Buy |
101,383
+25
| +0% | +$2.9K | 1.61% | 11 |
|
|
2016
Q3 | $11.5M | Buy |
101,358
+1,244
| +1% | +$141K | 1.75% | 11 |
|
|
2016
Q2 | $9.57M | Buy |
100,114
+1,307
| +1% | +$125K | 1.51% | 11 |
|
|
2016
Q1 | $10.8M | Buy |
98,807
+2,922
| +3% | +$318K | 1.64% | 11 |
|
|
2015
Q4 | $10.1M | Sell |
95,885
-2,327
| -2% | -$245K | 1.62% | 11 |
|
|
2015
Q3 | $10.8M | Buy |
98,212
+24,534
| +33% | +$2.71M | 1.73% | 14 |
|
|
2015
Q2 | $9.24M | Buy |
73,678
+8,795
| +14% | +$1.1M | 1.5% | 13 |
|
|
2015
Q1 | $8.07M | Sell |
64,883
-9,264
| -12% | -$1.15M | 1.31% | 13 |
|
|
2014
Q4 | $8.18M | Sell |
74,147
-3,586
| -5% | -$396K | 1.4% | 12 |
|
|
2014
Q3 | $7.83M | Buy |
77,733
+4,896
| +7% | +$493K | 1.3% | 11 |
|
|
2014
Q2 | $6.77M | Buy |
72,837
+60,267
| +479% | +$5.6M | 1.28% | 12 |
|
|
2014
Q1 | $6.75M | Buy |
12,570
+326
| +3% | +$175K | 1.37% | 10 |
|
|
2013
Q4 | $6.87M | Sell |
12,244
-3,946
| -24% | -$2.21M | 1.46% | 10 |
|
|
2013
Q3 | $7.72M | Buy |
16,190
+4,484
| +38% | +$2.14M | 1.33% | 11 |
|
|
2013
Q2 | $4.64M | Buy |
+11,706
| New | +$4.64M | 1.28% | 12 |
|