SMH
Sanders Morris Harris’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Sell |
40,509
-68,407
| -63% | -$14M | 1.99% | 7 |
|
|
2025
Q1 | $24.3M | Sell |
108,916
-586
| -0.5% | -$131K | 3.75% | 5 |
|
|
2024
Q4 | $27.6M | Sell |
109,502
-8,213
| -7% | -$2.07M | 4.13% | 3 |
|
|
2024
Q3 | $27.4M | Sell |
117,715
-11,275
| -9% | -$2.63M | 4.55% | 3 |
|
|
2024
Q2 | $27.2M | Buy |
128,990
+478
| +0.4% | +$101K | 4.46% | 3 |
|
|
2024
Q1 | $22M | Buy |
128,512
+40,605
| +46% | +$6.96M | 4.05% | 3 |
|
|
2023
Q4 | $16.3M | Sell |
87,907
-58,650
| -40% | -$10.9M | 8% | 1 |
|
|
2023
Q3 | $25.3M | Buy |
146,557
+18,173
| +14% | +$3.13M | 5.19% | 3 |
|
|
2023
Q2 | $24.8M | Buy |
128,384
+66,884
| +109% | +$12.9M | 5.49% | 3 |
|
|
2023
Q1 | $10.1M | Sell |
61,500
-66,318
| -52% | -$10.9M | 3.54% | 6 |
|
|
2022
Q4 | $16.6M | Sell |
127,818
-2,995
| -2% | -$389K | 6.29% | 2 |
|
|
2022
Q3 | $18.4M | Buy |
130,813
+8,375
| +7% | +$1.18M | 4.5% | 3 |
|
|
2022
Q2 | $16.9M | Buy |
122,438
+500
| +0.4% | +$69K | 3.69% | 4 |
|
|
2022
Q1 | $21.3M | Sell |
121,938
-138
| -0.1% | -$24.1K | 4.15% | 3 |
|
|
2021
Q4 | $22M | Sell |
122,076
-1,492
| -1% | -$268K | 3.8% | 4 |
|
|
2021
Q3 | $17.6M | Sell |
123,568
-50,091
| -29% | -$7.15M | 3.21% | 5 |
|
|
2021
Q2 | $24.1M | Buy |
173,659
+74,132
| +74% | +$10.3M | 4.69% | 3 |
|
|
2021
Q1 | $12.4M | Buy |
99,527
+3,595
| +4% | +$447K | 2.62% | 6 |
|
|
2020
Q4 | $12.7M | Buy |
95,932
+1,658
| +2% | +$219K | 2.88% | 7 |
|
|
2020
Q3 | $11.1M | Buy |
94,274
+75,367
| +399% | +$8.89M | 3.02% | 6 |
|
|
2020
Q2 | $6.89M | Buy |
18,907
+1,227
| +7% | +$447K | 3.35% | 9 |
|
|
2020
Q1 | $801K | Sell |
17,680
-28,507
| -62% | -$1.29M | 0.78% | 35 |
|
|
2019
Q4 | $12.3M | Sell |
46,187
-850
| -2% | -$226K | 2.79% | 6 |
|
|
2019
Q3 | $10.4M | Buy |
47,037
+450
| +1% | +$99.5K | 2.52% | 7 |
|
|
2019
Q2 | $9.32M | Buy |
46,587
+32,300
| +226% | +$6.46M | 2.42% | 7 |
|
|
2019
Q1 | $2.71M | Buy |
14,287
+235
| +2% | +$44.6K | 1.32% | 15 |
|
|
2018
Q4 | $2.22M | Buy |
14,052
+291
| +2% | +$45.9K | 1.22% | 18 |
|
|
2018
Q3 | $3.11M | Buy |
13,761
+129
| +0.9% | +$29.1K | 1.46% | 20 |
|
|
2018
Q2 | $2.52M | Sell |
13,632
-4,708
| -26% | -$871K | 1.17% | 23 |
|
|
2018
Q1 | $3.08M | Buy |
18,340
+250
| +1% | +$42K | 1.29% | 18 |
|
|
2017
Q4 | $3.06M | Buy |
18,090
+5,150
| +40% | +$871K | 1.29% | 19 |
|
|
2017
Q3 | $2M | Sell |
12,940
-5,650
| -30% | -$871K | 0.85% | 31 |
|
|
2017
Q2 | $2.68M | Buy |
18,590
+1,050
| +6% | +$151K | 1.09% | 22 |
|
|
2017
Q1 | $2.52M | Sell |
17,540
-3,050
| -15% | -$438K | 0.92% | 26 |
|
|
2016
Q4 | $1.53M | Sell |
20,590
-310
| -1% | -$23K | 0.71% | 29 |
|
|
2016
Q3 | $2.42M | Sell |
20,900
-10,798
| -34% | -$1.25M | 0.73% | 37 |
|
|
2016
Q2 | $3.03M | Sell |
31,698
-67,096
| -68% | -$6.41M | 0.7% | 27 |
|
|
2016
Q1 | $10.7M | Buy |
+98,794
| New | +$10.7M | 1.85% | 6 |
|