Security National Bank’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Sell |
110,858
-5,780
| -5% | -$1.19M | 3.94% | 5 |
|
|
2025
Q1 | $25.9M | Sell |
116,638
-795
| -0.7% | -$177K | 4.89% | 4 |
|
|
2024
Q4 | $29.4M | Sell |
117,433
-2,752
| -2% | -$689K | 4.2% | 5 |
|
|
2024
Q3 | $28M | Sell |
120,185
-705
| -0.6% | -$164K | 3.8% | 6 |
|
|
2024
Q2 | $25.5M | Sell |
120,890
-1,437
| -1% | -$303K | 3.7% | 6 |
|
|
2024
Q1 | $21M | Sell |
122,327
-1,921
| -2% | -$329K | 3.18% | 7 |
|
|
2023
Q4 | $23.9M | Buy |
124,248
+1,645
| +1% | +$317K | 5.4% | 3 |
|
|
2023
Q3 | $20.9M | Sell |
122,603
-4,039
| -3% | -$689K | 5.87% | 3 |
|
|
2023
Q2 | $24.6M | Sell |
126,642
-4,796
| -4% | -$930K | 6.26% | 2 |
|
|
2023
Q1 | $21.7M | Sell |
131,438
-7,037
| -5% | -$1.16M | 5.78% | 2 |
|
|
2022
Q4 | $18M | Buy |
138,475
+25
| +0% | +$3.25K | 4.85% | 2 |
|
|
2022
Q3 | $19.1M | Sell |
138,450
-1,581
| -1% | -$218K | 5.34% | 1 |
|
|
2022
Q2 | $19.1M | Sell |
140,031
-4,137
| -3% | -$566K | 5.32% | 2 |
|
|
2022
Q1 | $25.2M | Sell |
144,168
-13,530
| -9% | -$2.36M | 5.76% | 3 |
|
|
2021
Q4 | $28M | Sell |
157,698
-3,297
| -2% | -$585K | 6.34% | 2 |
|
|
2021
Q3 | $22.8M | Buy |
160,995
+13,106
| +9% | +$1.85M | 5.71% | 2 |
|
|
2021
Q2 | $20.3M | Sell |
147,889
-1,942
| -1% | -$266K | 5.33% | 3 |
|
|
2021
Q1 | $18.3M | Buy |
149,831
+9,262
| +7% | +$1.13M | 5.38% | 1 |
|
|
2020
Q4 | $18.7M | Sell |
140,569
-7,110
| -5% | -$943K | 5.93% | 1 |
|
|
2020
Q3 | $17.1M | Sell |
147,679
-2,833
| -2% | -$328K | 5.96% | 2 |
|
|
2020
Q2 | $13.7M | Buy |
150,512
+348
| +0.2% | +$31.7K | 5.67% | 2 |
|
|
2020
Q1 | $9.55M | Buy |
150,164
+1,080
| +0.7% | +$68.7K | 5.01% | 3 |
|
|
2019
Q4 | $10.9M | Sell |
149,084
-181,668
| -55% | -$13.3M | 4.88% | 2 |
|
|
2019
Q3 | $18.5M | Buy |
330,752
+1,432
| +0.4% | +$80.2K | 8.74% | 1 |
|
|
2019
Q2 | $16.3M | Buy |
329,320
+1,856
| +0.6% | +$91.8K | 8.05% | 1 |
|
|
2019
Q1 | $15.6M | Buy |
327,464
+9,668
| +3% | +$459K | 8.07% | 1 |
|
|
2018
Q4 | $12.5M | Buy |
317,796
+16,856
| +6% | +$665K | 7.82% | 2 |
|
|
2018
Q3 | $17M | Buy |
300,940
+6,316
| +2% | +$356K | 9.39% | 1 |
|
|
2018
Q2 | $13.6M | Sell |
294,624
-1,080
| -0.4% | -$50K | 8.67% | 1 |
|
|
2018
Q1 | $12.4M | Sell |
295,704
-9,400
| -3% | -$394K | 8.3% | 1 |
|
|
2017
Q4 | $12.9M | Sell |
305,104
-1,528
| -0.5% | -$64.6K | 8.39% | 1 |
|
|
2017
Q3 | $11.8M | Sell |
306,632
-1,912
| -0.6% | -$73.7K | 8.09% | 1 |
|
|
2017
Q2 | $11.1M | Buy |
308,544
+1,072
| +0.3% | +$38.6K | 8.09% | 1 |
|
|
2017
Q1 | $11M | Buy |
+307,472
| New | +$11M | 8.27% | 1 |
|