Seamount Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
65,980
+10,257
| +18% | +$2.1M | 6.96% | 1 |
|
|
2025
Q1 | $12.4M | Buy |
55,723
+1,781
| +3% | +$396K | 8.42% | 1 |
|
|
2024
Q4 | $13.5M | Sell |
53,942
-26
| -0% | -$6.51K | 9.33% | 1 |
|
|
2024
Q3 | $12.6M | Sell |
53,968
-1,128
| -2% | -$263K | 9.46% | 1 |
|
|
2024
Q2 | $11.6M | Sell |
55,096
-826
| -1% | -$174K | 9.47% | 1 |
|
|
2024
Q1 | $9.59M | Sell |
55,922
-1,428
| -2% | -$245K | 8.41% | 1 |
|
|
2023
Q4 | $11M | Buy |
+57,350
| New | +$11M | 10.58% | 1 |
|