SIA
Schechter Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $25.8M | Sell |
116,127
-22,791
| -16% | -$5.06M | 2.12% | 11 |
|
|
2024
Q4 | $34.8M | Sell |
138,918
-120,326
| -46% | -$30.1M | 2.66% | 3 |
|
|
2024
Q3 | $60.4M | Buy |
259,244
+9,866
| +4% | +$2.3M | 4.45% | 1 |
|
|
2024
Q2 | $52.5M | Sell |
249,378
-991
| -0.4% | -$209K | 3.96% | 1 |
|
|
2024
Q1 | $42.9M | Sell |
250,369
-1,611
| -0.6% | -$276K | 3.21% | 2 |
|
|
2023
Q4 | $48.5M | Sell |
251,980
-4,443
| -2% | -$855K | 4.2% | 1 |
|
|
2023
Q3 | $43.9M | Buy |
256,423
+5,040
| +2% | +$863K | 4.25% | 1 |
|
|
2023
Q2 | $48.8M | Buy |
251,383
+1,594
| +0.6% | +$309K | 4.38% | 1 |
|
|
2023
Q1 | $41.2M | Buy |
249,789
+11,947
| +5% | +$1.97M | 3.81% | 1 |
|
|
2022
Q4 | $30.9M | Buy |
237,842
+52,669
| +28% | +$6.84M | 2.82% | 1 |
|
|
2022
Q3 | $25.6M | Buy |
185,173
+14,625
| +9% | +$2.02M | 2.52% | 2 |
|
|
2022
Q2 | $23.3M | Buy |
170,548
+3,054
| +2% | +$418K | 2.27% | 2 |
|
|
2022
Q1 | $29.2M | Buy |
167,494
+3,245
| +2% | +$567K | 2.72% | 1 |
|
|
2021
Q4 | $29.2M | Buy |
+164,249
| New | +$29.2M | 2.63% | 1 |
|