Santori & Peters Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
8,903
-56
| -0.6% | -$11.5K | 0.66% | 19 |
|
|
2025
Q1 | $1.99M | Hold |
8,959
| – | – | 0.8% | 15 |
|
|
2024
Q4 | $2.24M | Buy |
8,959
+1
| +0% | +$250 | 0.86% | 15 |
|
|
2024
Q3 | $2.09M | Sell |
8,958
-687
| -7% | -$160K | 0.83% | 15 |
|
|
2024
Q2 | $2.03M | Sell |
9,645
-602
| -6% | -$127K | 0.87% | 17 |
|
|
2024
Q1 | $1.76M | Sell |
10,247
-49
| -0.5% | -$8.4K | 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% | +$2.13K | 1% | 15 |
|
|
2023
Q1 | $1.7M | Sell |
10,285
-91
| -0.9% | -$15K | 0.91% | 16 |
|
|
2022
Q4 | $1.35M | Sell |
10,376
-89
| -0.9% | -$11.6K | 0.79% | 16 |
|
|
2022
Q3 | $1.45M | Buy |
10,465
+587
| +6% | +$81.1K | 0.97% | 14 |
|
|
2022
Q2 | $1.35M | Buy |
9,878
+1
| +0% | +$137 | 0.87% | 16 |
|
|
2022
Q1 | $1.72M | Buy |
9,877
+2,117
| +27% | +$370K | 0.97% | 13 |
|
|
2021
Q4 | $1.38M | Buy |
7,760
+1
| +0% | +$178 | 0.73% | 16 |
|
|
2021
Q3 | $1.1M | Sell |
7,759
-394
| -5% | -$55.8K | 0.62% | 19 |
|
|
2021
Q2 | $1.12M | Buy |
8,153
+2
| +0% | +$274 | 0.63% | 18 |
|
|
2021
Q1 | $995K | Buy |
8,151
+1
| +0% | +$122 | 0.59% | 18 |
|
|
2020
Q4 | $1.08M | Buy |
8,150
+64
| +0.8% | +$8.45K | 0.6% | 17 |
|
|
2020
Q3 | $936K | Buy |
8,086
+2
| +0% | +$232 | 0.62% | 19 |
|
|
2020
Q2 | $737K | Buy |
8,084
+4
| +0% | +$365 | 0.57% | 24 |
|
|
2020
Q1 | $513K | Buy |
8,080
+84
| +1% | +$5.33K | 0.44% | 31 |
|
|
2019
Q4 | $587K | Buy |
7,996
+4
| +0.1% | +$294 | 0.39% | 36 |
|
|
2019
Q3 | $447K | Sell |
7,992
-64
| -0.8% | -$3.58K | 0.32% | 40 |
|
|
2019
Q2 | $398K | Buy |
8,056
+3,740
| +87% | +$185K | 0.29% | 43 |
|
|
2019
Q1 | $205K | Buy |
+4,316
| New | +$205K | 0.17% | 49 |
|
|
2018
Q4 | – | Sell |
-5,128
| Closed | -$289K | – | 77 |
|
|
2018
Q3 | $289K | Buy |
+5,128
| New | +$289K | 0.22% | 39 |
|
|
2018
Q1 | – | Sell |
-3,812
| Closed | -$149K | – | 55 |
|
|
2017
Q4 | $149K | Buy |
+3,812
| New | +$149K | 0.13% | 58 |
|