Schiavi & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $337K | Sell |
1,644
-71
| -4% | -$14.6K | 0.11% | 28 |
|
2025
Q1 | $381K | Hold |
1,715
| – | – | 0.14% | 19 |
|
2024
Q4 | $429K | Sell |
1,715
-33
| -2% | -$8.26K | 0.17% | 17 |
|
2024
Q3 | $407K | Buy |
1,748
+2
| +0.1% | +$466 | 0.15% | 19 |
|
2024
Q2 | $368K | Sell |
1,746
-42
| -2% | -$8.84K | 0.14% | 21 |
|
2024
Q1 | $307K | Sell |
1,788
-535
| -23% | -$91.7K | 0.12% | 21 |
|
2023
Q4 | $447K | Sell |
2,323
-3,246
| -58% | -$625K | 0.19% | 17 |
|
2023
Q3 | $953K | Hold |
5,569
| – | – | 0.4% | 10 |
|
2023
Q2 | $1.08M | Buy |
5,569
+588
| +12% | +$114K | 0.45% | 10 |
|
2023
Q1 | $821K | Sell |
4,981
-25
| -0.5% | -$4.12K | 0.36% | 10 |
|
2022
Q4 | $650K | Buy |
5,006
+447
| +10% | +$58.1K | 0.41% | 10 |
|
2022
Q3 | $0 | Buy |
+4,559
| New | – | ﹤0.01% | 17 |
|