SCM
Saxony Capital Management’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.57M | Sell |
12,522
-380
| -3% | -$78K | 1.97% | 11 |
|
2025
Q1 | $2.87M | Sell |
12,902
-1,723
| -12% | -$383K | 2.51% | 9 |
|
2024
Q4 | $3.66M | Buy |
14,625
+189
| +1% | +$47.3K | 3.22% | 6 |
|
2024
Q3 | $3.36M | Sell |
14,436
-659
| -4% | -$154K | 3.08% | 4 |
|
2024
Q2 | $3.18M | Sell |
15,095
-88
| -0.6% | -$18.5K | 3.49% | 4 |
|
2024
Q1 | $2.6M | Sell |
15,183
-530
| -3% | -$90.9K | 3.14% | 5 |
|
2023
Q4 | $3.03M | Buy |
+15,713
| New | +$3.03M | 4.01% | 2 |
|