Scott Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
3,501
-259
| -7% | -$54.7K | 0.2% | 32 |
|
|
2025
Q1 | $835K | Sell |
3,760
-61
| -2% | -$13.5K | 0.25% | 28 |
|
|
2024
Q4 | $896K | Sell |
3,821
-229
| -6% | -$53.7K | 0.26% | 28 |
|
|
2024
Q3 | $944K | Sell |
4,050
-119
| -3% | -$27.7K | 0.27% | 27 |
|
|
2024
Q2 | $953K | Buy |
4,169
+356
| +9% | +$81.4K | 0.28% | 27 |
|
|
2024
Q1 | $647K | Buy |
3,813
+28
| +0.7% | +$4.75K | 0.2% | 30 |
|
|
2023
Q4 | $729K | Sell |
3,785
-97
| -2% | -$18.7K | 0.24% | 28 |
|
|
2023
Q3 | $694K | Sell |
3,882
-218
| -5% | -$39K | 0.28% | 28 |
|
|
2023
Q2 | $795K | Buy |
4,100
+104
| +3% | +$20.2K | 0.34% | 26 |
|
|
2023
Q1 | $659K | Buy |
3,996
+7
| +0.2% | +$1.15K | 0.32% | 28 |
|
|
2022
Q4 | $518K | Sell |
3,989
-46
| -1% | -$5.98K | 0.29% | 27 |
|
|
2022
Q3 | $558K | Sell |
4,035
-183
| -4% | -$25.3K | 0.38% | 23 |
|
|
2022
Q2 | $577K | Buy |
4,218
+328
| +8% | +$44.9K | 0.39% | 24 |
|
|
2022
Q1 | $679K | Sell |
3,890
-23
| -0.6% | -$4.02K | 0.4% | 23 |
|
|
2021
Q4 | $695K | Buy |
+3,913
| New | +$695K | 0.42% | 18 |
|