Santori & Peters Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.38M | Sell |
9,387
-57
| -0.6% | -$14.8K | 0.74% | 15 |
|
|
2025
Q4 | $2.57M | Buy |
9,444
+540
| +6% | +$145K | 0.88% | 14 |
|
|
2025
Q3 | $2.27M | Buy |
8,904
+1
| +0% | +$226 | 0.81% | 15 |
|
|
2025
Q2 | $1.83M | Sell |
8,903
-56
| -0.6% | -$11.3K | 0.66% | 19 |
|
|
2025
Q1 | $1.99M | Hold |
8,959
| – | – | 0.8% | 15 |
|
|
2024
Q4 | $2.24M | Buy |
8,959
+1
| +0% | +$236 | 0.86% | 15 |
|
|
2024
Q3 | $2.09M | Sell |
8,958
-687
| -7% | -$153K | 0.83% | 15 |
|
|
2024
Q2 | $2.03M | Sell |
9,645
-602
| -6% | -$112K | 0.87% | 17 |
|
|
2024
Q1 | $1.76M | Sell |
10,247
-49
| -0.5% | -$8.91K | 0.76% | 18 |
|
|
2023
Q4 | $1.98M | Hold |
10,296
| – | – | 0.94% | 16 |
|
|
2023
Q3 | $1.76M | Hold |
10,296
| – | – | 0.95% | 15 |
|
|
2023
Q2 | $2M | Buy |
10,296
+11
| +0.1% | +$1.92K | 1% | 15 |
|
|
2023
Q1 | $1.7M | Sell |
10,285
-91
| -0.9% | -$13.4K | 0.91% | 16 |
|
|
2022
Q4 | $1.35M | Sell |
10,376
-89
| -0.9% | -$12.7K | 0.79% | 16 |
|
|
2022
Q3 | $1.45M | Buy |
10,465
+587
| +6% | +$92.1K | 0.97% | 14 |
|
|
2022
Q2 | $1.35M | Buy |
9,878
+1
| +0% | +$151 | 0.87% | 16 |
|
|
2022
Q1 | $1.72M | Buy |
9,877
+2,117
| +27% | +$356K | 0.97% | 13 |
|
|
2021
Q4 | $1.38M | Buy |
7,760
+1
| +0% | +$158 | 0.73% | 16 |
|
|
2021
Q3 | $1.1M | Sell |
7,759
-394
| -5% | -$58K | 0.62% | 19 |
|
|
2021
Q2 | $1.12M | Buy |
8,153
+2
| +0% | +$259 | 0.63% | 18 |
|
|
2021
Q1 | $995K | Buy |
8,151
+1
| +0% | +$128 | 0.59% | 18 |
|
|
2020
Q4 | $1.08M | Buy |
8,150
+64
| +0.8% | +$7.7K | 0.6% | 17 |
|
|
2020
Q3 | $936K | Buy |
8,086
+2
| +0% | +$218 | 0.62% | 19 |
|
|
2020
Q2 | $737K | Buy |
8,084
+4
| +0% | +$310 | 0.57% | 24 |
|
|
2020
Q1 | $513K | Buy |
8,080
+84
| +1% | +$6.18K | 0.44% | 31 |
|
|
2019
Q4 | $587K | Buy |
7,996
+4
| +0.1% | +$257 | 0.39% | 36 |
|
|
2019
Q3 | $447K | Sell |
7,992
-64
| -0.8% | -$3.35K | 0.32% | 40 |
|
|
2019
Q2 | $398K | Buy |
8,056
+3,740
| +87% | +$182K | 0.29% | 43 |
|
|
2019
Q1 | $205K | Buy |
+4,316
| New | +$183K | 0.17% | 49 |
|
|
2018
Q4 | – | Sell |
-5,128
| Closed | -$289K | – | 77 |
|
|
2018
Q3 | $289K | Buy |
+5,128
| New | +$267K | 0.22% | 39 |
|
|
2018
Q1 | – | Sell |
-3,812
| Closed | -$149K | – | 55 |
|
|
2017
Q4 | $149K | Buy |
+3,812
| New | +$159K | 0.13% | 58 |
|
Other funds holding AAPL
VCM
VPM
