Schechter Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$25.8M Sell
2024
Q4
$34.8M Sell
2024
Q3
$60.4M Buy
2024
Q2
$52.5M Sell
2024
Q1
$42.9M Sell
2023
Q4
$48.5M Sell
2023
Q3
$43.9M Buy
2023
Q2
$48.8M Buy
2023
Q1
$41.2M Buy
2022
Q4
$30.9M Buy
2022
Q3
$25.6M Buy
2022
Q2
$23.3M Buy
2022
Q1
$29.2M Buy
2021
Q4
$29.2M Buy