Sandy Cove 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 | $12.4M | Buy |
60,631
+1,056
| +2% | +$217K | 4.49% | 6 |
|
|
2025
Q1 | $13.2M | Sell |
59,575
-459
| -0.8% | -$102K | 5.32% | 4 |
|
|
2024
Q4 | $15M | Buy |
60,034
+6,442
| +12% | +$1.61M | 5.9% | 3 |
|
|
2024
Q3 | $12.5M | Sell |
53,592
-1,496
| -3% | -$349K | 5.09% | 4 |
|
|
2024
Q2 | $11.6M | Buy |
55,088
+7,394
| +16% | +$1.56M | 5.16% | 3 |
|
|
2024
Q1 | $8.18M | Buy |
47,694
+6,796
| +17% | +$1.17M | 3.77% | 7 |
|
|
2023
Q4 | $7.87M | Buy |
40,898
+388
| +1% | +$74.7K | 4.03% | 7 |
|
|
2023
Q3 | $6.94M | Buy |
40,510
+344
| +0.9% | +$58.9K | 4.02% | 8 |
|
|
2023
Q2 | $7.79M | Buy |
40,166
+4,808
| +14% | +$933K | 4.43% | 7 |
|
|
2023
Q1 | $5.83M | Buy |
35,358
+818
| +2% | +$135K | 4.22% | 8 |
|
|
2022
Q4 | $4.49M | Buy |
34,540
+1,186
| +4% | +$154K | 3.62% | 9 |
|
|
2022
Q3 | $4.61M | Buy |
33,354
+164
| +0.5% | +$22.7K | 4.15% | 8 |
|
|
2022
Q2 | $4.54M | Sell |
33,190
-602
| -2% | -$82.3K | 4.12% | 8 |
|
|
2022
Q1 | $5.9M | Buy |
33,792
+3,760
| +13% | +$656K | 4.9% | 5 |
|
|
2021
Q4 | $5.33M | Buy |
+30,032
| New | +$5.33M | 4.49% | 6 |
|