SIA
Schear Investment Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
29,170
-2,229
| -7% | -$457K | 2.96% | 8 |
|
|
2025
Q1 | $6.97M | Sell |
31,399
-1,273
| -4% | -$283K | 4.02% | 4 |
|
|
2024
Q4 | $8.18M | Buy |
32,672
+1,362
| +4% | +$341K | 4.36% | 5 |
|
|
2024
Q3 | $7.3M | Buy |
31,310
+2,361
| +8% | +$550K | 4.51% | 3 |
|
|
2024
Q2 | $6.1M | Sell |
28,949
-798
| -3% | -$168K | 4.4% | 3 |
|
|
2024
Q1 | $5.1M | Sell |
29,747
-412
| -1% | -$70.7K | 4.1% | 4 |
|
|
2023
Q4 | $5.81M | Buy |
30,159
+65
| +0.2% | +$12.5K | 5.6% | 2 |
|
|
2023
Q3 | $5.15M | Sell |
30,094
-898
| -3% | -$154K | 5.56% | 2 |
|
|
2023
Q2 | $6.01M | Buy |
30,992
+900
| +3% | +$175K | 6.35% | 1 |
|
|
2023
Q1 | $4.96M | Buy |
30,092
+53
| +0.2% | +$8.74K | 5.94% | 1 |
|
|
2022
Q4 | $3.9M | Buy |
+30,039
| New | +$3.9M | 4.81% | 2 |
|