SBL
Sargent Bickham Lagudis’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $22.8M | Sell |
175,576
-1,274
| -0.7% | -$166K | 1.87% | 10 |
|
|
2022
Q3 | $24.4M | Sell |
176,850
-897
| -0.5% | -$124K | 2.19% | 9 |
|
|
2022
Q2 | $24.3M | Buy |
177,747
+1,639
| +0.9% | +$224K | 2.1% | 10 |
|
|
2022
Q1 | $30.8M | Sell |
176,108
-47,979
| -21% | -$8.38M | 2.39% | 7 |
|
|
2021
Q4 | $39.8M | Sell |
224,087
-820
| -0.4% | -$146K | 3% | 6 |
|
|
2021
Q3 | $31.8M | Buy |
224,907
+6,504
| +3% | +$920K | 2.59% | 7 |
|
|
2021
Q2 | $29.9M | Sell |
218,403
-3,722
| -2% | -$510K | 2.44% | 7 |
|
|
2021
Q1 | $27.1M | Sell |
222,125
-18,024
| -8% | -$2.2M | 2.39% | 7 |
|
|
2020
Q4 | $31.9M | Buy |
240,149
+17,304
| +8% | +$2.3M | 2.94% | 6 |
|
|
2020
Q3 | $25.8M | Buy |
222,845
+165,699
| +290% | +$19.2M | 2.59% | 6 |
|
|
2020
Q2 | $20.8M | Sell |
57,146
-829
| -1% | -$302K | 2.24% | 9 |
|
|
2020
Q1 | $14.7M | Buy |
57,975
+10,308
| +22% | +$2.62M | 1.9% | 9 |
|
|
2019
Q4 | $14M | Sell |
47,667
-2,325
| -5% | -$683K | 1.55% | 10 |
|
|
2019
Q3 | $11.2M | Sell |
49,992
-618
| -1% | -$138K | 1.35% | 13 |
|
|
2019
Q2 | $10M | Sell |
50,610
-1,298
| -3% | -$257K | 1.19% | 18 |
|
|
2019
Q1 | $9.86M | Sell |
51,908
-667
| -1% | -$127K | 1.14% | 20 |
|
|
2018
Q4 | $8.29M | Buy |
52,575
+1,202
| +2% | +$190K | 1.07% | 19 |
|
|
2018
Q3 | $11.6M | Buy |
51,373
+1,124
| +2% | +$254K | 1.37% | 15 |
|
|
2018
Q2 | $9.3M | Sell |
50,249
-975
| -2% | -$180K | 1.15% | 18 |
|
|
2018
Q1 | $8.59M | Sell |
51,224
-5,170
| -9% | -$867K | 1.07% | 19 |
|
|
2017
Q4 | $9.54M | Buy |
56,394
+1,720
| +3% | +$291K | 1.14% | 18 |
|
|
2017
Q3 | $8.43M | Sell |
54,674
-1,586
| -3% | -$244K | 1.05% | 19 |
|
|
2017
Q2 | $8.1M | Sell |
56,260
-939
| -2% | -$135K | 1.03% | 17 |
|
|
2017
Q1 | $8.22M | Sell |
57,199
-1,309
| -2% | -$188K | 1.06% | 20 |
|
|
2016
Q4 | $6.78M | Buy |
58,508
+57,415
| +5,253% | +$6.65M | 1.05% | 20 |
|
|
2016
Q3 | $7.65K | Sell |
1,093
-60,972
| -98% | -$426K | 1.15% | 17 |
|
|
2016
Q2 | $5.93M | Buy |
62,065
+33
| +0.1% | +$3.16K | 0.92% | 23 |
|
|
2016
Q1 | $6.76M | Buy |
+62,032
| New | +$6.76M | 1.09% | 19 |
|