SWA
Sax Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
103,479
+14,705
| +17% | +$3.02M | 1.28% | 15 |
|
|
2025
Q1 | $19.7M | Buy |
88,774
+1,222
| +1% | +$271K | 1.41% | 15 |
|
|
2024
Q4 | $21.9M | Buy |
+87,552
| New | +$21.9M | 1.72% | 12 |
|
|
2024
Q3 | – | Sell |
-54,726
| Closed | -$11.5M | – | 288 |
|
|
2024
Q2 | $11.5M | Buy |
+54,726
| New | +$11.5M | 1.1% | 20 |
|
|
2024
Q1 | – | Sell |
-46,371
| Closed | -$8.93M | – | 191 |
|
|
2023
Q4 | $8.93M | Buy |
46,371
+317
| +0.7% | +$61K | 1.46% | 19 |
|
|
2023
Q3 | $7.88M | Buy |
46,054
+310
| +0.7% | +$53.1K | 1.55% | 17 |
|
|
2023
Q2 | $8.87M | Sell |
45,744
-318
| -0.7% | -$61.7K | 1.77% | 16 |
|
|
2023
Q1 | $7.6M | Sell |
46,062
-1,030
| -2% | -$170K | 1.65% | 16 |
|
|
2022
Q4 | $6.12M | Sell |
47,092
-9,165
| -16% | -$1.19M | 1.41% | 17 |
|
|
2022
Q3 | $7.78M | Sell |
56,257
-3,194
| -5% | -$441K | 2% | 14 |
|
|
2022
Q2 | $8.13M | Buy |
59,451
+820
| +1% | +$112K | 2.07% | 12 |
|
|
2022
Q1 | $10.2M | Sell |
58,631
-8,422
| -13% | -$1.47M | 2.48% | 10 |
|
|
2021
Q4 | $11.9M | Buy |
67,053
+35,226
| +111% | +$6.26M | 2.48% | 10 |
|
|
2021
Q3 | $4.5M | Buy |
31,827
+41
| +0.1% | +$5.8K | 1.07% | 22 |
|
|
2021
Q2 | $4.35M | Sell |
31,786
-2,700
| -8% | -$370K | 1.49% | 18 |
|
|
2021
Q1 | $4.21M | Buy |
34,486
+713
| +2% | +$87.1K | 1.54% | 16 |
|
|
2020
Q4 | $4.48M | Buy |
+33,773
| New | +$4.48M | 2.06% | 12 |
|