SHFA
SC&H Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Sell |
40,335
-205
| -0.5% | -$42.1K | 1.41% | 17 |
|
|
2025
Q1 | $9.01M | Buy |
40,540
+770
| +2% | +$171K | 1.77% | 15 |
|
|
2024
Q4 | $9.96M | Buy |
39,770
+2,731
| +7% | +$684K | 2.06% | 12 |
|
|
2024
Q3 | $8.63M | Sell |
37,039
-252
| -0.7% | -$58.7K | 1.89% | 14 |
|
|
2024
Q2 | $7.85M | Sell |
37,291
-2,365
| -6% | -$498K | 1.92% | 13 |
|
|
2024
Q1 | $6.8M | Buy |
39,656
+1,443
| +4% | +$247K | 1.77% | 13 |
|
|
2023
Q4 | $7.36M | Sell |
38,213
-141
| -0.4% | -$27.1K | 2.12% | 12 |
|
|
2023
Q3 | $6.57M | Sell |
38,354
-4,828
| -11% | -$827K | 2.18% | 13 |
|
|
2023
Q2 | $8.38M | Buy |
43,182
+2,861
| +7% | +$555K | 2.77% | 11 |
|
|
2023
Q1 | $6.65M | Buy |
40,321
+4,951
| +14% | +$816K | 2.42% | 12 |
|
|
2022
Q4 | $4.6M | Sell |
35,370
-1,792
| -5% | -$233K | 1.9% | 14 |
|
|
2022
Q3 | $5.14M | Sell |
37,162
-4,952
| -12% | -$684K | 2.57% | 11 |
|
|
2022
Q2 | $5.76M | Buy |
42,114
+5,417
| +15% | +$741K | 2.68% | 10 |
|
|
2022
Q1 | $6.41M | Sell |
36,697
-1,164
| -3% | -$203K | 3.05% | 7 |
|
|
2021
Q4 | $6.72M | Buy |
+37,861
| New | +$6.72M | 3.71% | 5 |
|