Sara-Bay Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
19,298
-551
| -3% | -$113K | 1.42% | 10 |
|
|
2025
Q1 | $4.33M | Sell |
19,849
-702
| -3% | -$153K | 1.91% | 11 |
|
|
2024
Q4 | $5.18M | Buy |
20,551
+132
| +0.6% | +$33.3K | 1.92% | 11 |
|
|
2024
Q3 | $4.76M | Sell |
20,419
-1,318
| -6% | -$307K | 1.72% | 14 |
|
|
2024
Q2 | $4.58M | Buy |
21,737
+1,021
| +5% | +$215K | 1.86% | 12 |
|
|
2024
Q1 | $3.52M | Sell |
20,716
-811
| -4% | -$138K | 1.58% | 14 |
|
|
2023
Q4 | $4.14M | Sell |
21,527
-240
| -1% | -$46.2K | 2.02% | 13 |
|
|
2023
Q3 | $3.73M | Sell |
21,767
-1,794
| -8% | -$307K | 1.89% | 13 |
|
|
2023
Q2 | $4.57M | Buy |
23,561
+28
| +0.1% | +$5.43K | 2.22% | 12 |
|
|
2023
Q1 | $3.88M | Sell |
23,533
-1,762
| -7% | -$291K | 1.98% | 15 |
|
|
2022
Q4 | $3.29M | Sell |
25,295
-1,797
| -7% | -$234K | 1.85% | 13 |
|
|
2022
Q3 | $3.74M | Sell |
27,092
-2,709
| -9% | -$374K | 2.08% | 14 |
|
|
2022
Q2 | $4.1M | Sell |
29,801
-315
| -1% | -$43.4K | 1.99% | 14 |
|
|
2022
Q1 | $5.26M | Sell |
30,116
-2,999
| -9% | -$524K | 2.08% | 14 |
|
|
2021
Q4 | $5.88M | Buy |
33,115
+1,473
| +5% | +$262K | 1.77% | 14 |
|
|
2021
Q3 | $4.48M | Sell |
31,642
-658
| -2% | -$93.1K | 1.75% | 14 |
|
|
2021
Q2 | $4.43M | Buy |
+32,300
| New | +$4.43M | 1.67% | 17 |
|
|
2021
Q1 | – | Sell |
-37,510
| Closed | -$4.98M | – | 80 |
|
|
2020
Q4 | $4.98M | Sell |
37,510
-423
| -1% | -$56.1K | 2.25% | 16 |
|
|
2020
Q3 | $4.39M | Buy |
37,933
+1,757
| +5% | +$203K | 2.39% | 13 |
|
|
2020
Q2 | $3.32M | Buy |
+36,176
| New | +$3.32M | 1.9% | 14 |
|