SAM
Satovsky Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
53,638
-166
| -0.3% | -$34.1K | 2.34% | 9 |
|
|
2025
Q1 | $12M | Sell |
53,804
-2,923
| -5% | -$654K | 2.69% | 9 |
|
|
2024
Q4 | $14.3M | Sell |
56,727
-423
| -0.7% | -$107K | 3.27% | 8 |
|
|
2024
Q3 | $13.3M | Buy |
57,150
+1,443
| +3% | +$336K | 3% | 8 |
|
|
2024
Q2 | $11.7M | Buy |
55,707
+72
| +0.1% | +$15.2K | 2.82% | 8 |
|
|
2024
Q1 | $9.54M | Sell |
55,635
-3,154
| -5% | -$541K | 2.79% | 9 |
|
|
2023
Q4 | $11.3M | Sell |
58,789
-552
| -0.9% | -$106K | 3.52% | 8 |
|
|
2023
Q3 | $10.2M | Buy |
59,341
+1,395
| +2% | +$239K | 3.44% | 7 |
|
|
2023
Q2 | $11.2M | Buy |
57,946
+136
| +0.2% | +$26.4K | 3.8% | 7 |
|
|
2023
Q1 | $9.53M | Buy |
57,810
+1,096
| +2% | +$181K | 3.55% | 6 |
|
|
2022
Q4 | $7.37M | Sell |
56,714
-878
| -2% | -$114K | 3.06% | 7 |
|
|
2022
Q3 | $7.96M | Buy |
57,592
+1,868
| +3% | +$258K | 4.58% | 5 |
|
|
2022
Q2 | $7.62M | Buy |
55,724
+59
| +0.1% | +$8.07K | 4.45% | 4 |
|
|
2022
Q1 | $9.72M | Sell |
55,665
-738
| -1% | -$129K | 6.49% | 3 |
|
|
2021
Q4 | $10M | Sell |
56,403
-20
| -0% | -$3.55K | 6.72% | 3 |
|
|
2021
Q3 | $7.98M | Buy |
56,423
+34
| +0.1% | +$4.81K | 5.96% | 3 |
|
|
2021
Q2 | $7.72M | Buy |
56,389
+3,794
| +7% | +$520K | 5.89% | 3 |
|
|
2021
Q1 | $6.43M | Buy |
52,595
+6
| +0% | +$733 | 5.69% | 3 |
|
|
2020
Q4 | $6.98M | Buy |
+52,589
| New | +$6.98M | 6.56% | 3 |
|