SFP
Sandbox Financial Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Sell |
139,523
-11,306
| -7% | -$2.32M | 9.03% | 2 |
|
|
2025
Q1 | $33.5M | Sell |
150,829
-2,270
| -1% | -$504K | 11.83% | 1 |
|
|
2024
Q4 | $38.3M | Sell |
153,099
-3,905
| -2% | -$978K | 12.79% | 1 |
|
|
2024
Q3 | $36.6M | Sell |
157,004
-3,263
| -2% | -$760K | 12.95% | 1 |
|
|
2024
Q2 | $33.8M | Sell |
160,267
-25,363
| -14% | -$5.34M | 12.94% | 1 |
|
|
2024
Q1 | $31.8M | Sell |
185,630
-8,721
| -4% | -$1.5M | 13.37% | 1 |
|
|
2023
Q4 | $37.4M | Buy |
194,351
+721
| +0.4% | +$139K | 17.56% | 1 |
|
|
2023
Q3 | $33.2M | Sell |
193,630
-19
| -0% | -$3.25K | 17.53% | 1 |
|
|
2023
Q2 | $37.6M | Sell |
193,649
-5,184
| -3% | -$1.01M | 19.61% | 1 |
|
|
2023
Q1 | $32.8M | Sell |
198,833
-605
| -0.3% | -$99.8K | 19.79% | 1 |
|
|
2022
Q4 | $25.9M | Sell |
199,438
-3,715
| -2% | -$483K | 17.93% | 1 |
|
|
2022
Q3 | $28.1M | Sell |
203,153
-7,527
| -4% | -$1.04M | 20.54% | 1 |
|
|
2022
Q2 | $28.8M | Sell |
210,680
-2,673
| -1% | -$365K | 20.53% | 1 |
|
|
2022
Q1 | $37.3M | Buy |
213,353
+1,744
| +0.8% | +$305K | 21.29% | 1 |
|
|
2021
Q4 | $37.6M | Buy |
211,609
+8,836
| +4% | +$1.57M | 23.58% | 1 |
|
|
2021
Q3 | $28.7M | Buy |
202,773
+11,564
| +6% | +$1.64M | 20.46% | 1 |
|
|
2021
Q2 | $26.2M | Buy |
191,209
+1,072
| +0.6% | +$147K | 19.5% | 1 |
|
|
2021
Q1 | $24M | Buy |
190,137
+77
| +0% | +$9.72K | 19.57% | 1 |
|
|
2020
Q4 | $25.2M | Buy |
+190,060
| New | +$25.2M | 23.03% | 1 |
|