SI
Saxon Interests’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.84M | Hold |
44,286
| – | – | 4.6% | 2 |
|
|
2025
Q1 | $9.84M | Buy |
44,286
+882
| +2% | +$196K | 4.6% | 2 |
|
|
2024
Q4 | $10.9M | Buy |
43,404
+445
| +1% | +$111K | 4.78% | 2 |
|
|
2024
Q3 | $10M | Buy |
42,959
+1,042
| +2% | +$243K | 4.56% | 2 |
|
|
2024
Q2 | $8.83M | Buy |
41,917
+519
| +1% | +$109K | 4.2% | 2 |
|
|
2024
Q1 | $7.1M | Buy |
41,398
+3,383
| +9% | +$580K | 3.38% | 3 |
|
|
2023
Q4 | $7.32M | Buy |
38,015
+21,558
| +131% | +$4.15M | 3.66% | 3 |
|
|
2023
Q3 | $2.82M | Sell |
16,457
-20,579
| -56% | -$3.52M | 1.9% | 10 |
|
|
2023
Q2 | $7.18M | Buy |
37,036
+1,837
| +5% | +$356K | 3.85% | 2 |
|
|
2023
Q1 | $5.8M | Sell |
35,199
-495
| -1% | -$81.6K | 3.28% | 2 |
|
|
2022
Q4 | $4.65M | Sell |
35,694
-3,520
| -9% | -$458K | 2.65% | 4 |
|
|
2022
Q3 | $5.74M | Buy |
39,214
+134
| +0.3% | +$19.6K | 3.5% | 4 |
|
|
2022
Q2 | $5.34M | Sell |
39,080
-186
| -0.5% | -$25.4K | 3.24% | 4 |
|
|
2022
Q1 | $6.86M | Buy |
39,266
+13,583
| +53% | +$2.37M | 3.65% | 4 |
|
|
2021
Q4 | $4.5M | Buy |
+25,683
| New | +$4.5M | 2.55% | 12 |
|