Semmax Financial 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 | $933K | Buy |
4,068
+1,460
| +56% | +$335K | 0.24% | 99 |
|
|
2025
Q1 | $518K | Buy |
2,608
+320
| +14% | +$63.5K | 0.14% | 108 |
|
|
2024
Q4 | $553K | Buy |
2,288
+241
| +12% | +$58.2K | 0.15% | 107 |
|
|
2024
Q3 | $459K | Sell |
2,047
-250
| -11% | -$56.1K | 0.13% | 105 |
|
|
2024
Q2 | $509K | Buy |
2,297
+925
| +67% | +$205K | 0.15% | 106 |
|
|
2024
Q1 | $255K | Buy |
1,372
+723
| +111% | +$135K | 0.08% | 110 |
|
|
2023
Q4 | $120K | Buy |
649
+8
| +1% | +$1.48K | 0.04% | 120 |
|
|
2023
Q3 | $119K | Buy |
+641
| New | +$119K | 0.05% | 106 |
|
|
2022
Q4 | $70K | Buy |
514
+1
| +0.2% | +$136 | 0.03% | 104 |
|
|
2022
Q3 | $71K | Hold |
513
| – | – | 0.03% | 103 |
|
|
2022
Q2 | $87K | Sell |
513
-160
| -24% | -$27.1K | 0.04% | 101 |
|
|
2022
Q1 | $117K | Sell |
673
-2
| -0.3% | -$348 | 0.05% | 111 |
|
|
2021
Q4 | $120K | Sell |
675
-5,265
| -89% | -$936K | 0.04% | 110 |
|
|
2021
Q3 | $841K | Buy |
5,940
+9
| +0.2% | +$1.27K | 0.29% | 82 |
|
|
2021
Q2 | $812K | Buy |
5,931
+10
| +0.2% | +$1.37K | 0.26% | 86 |
|
|
2021
Q1 | $723K | Buy |
5,921
+5,402
| +1,041% | +$660K | 0.26% | 87 |
|
|
2020
Q4 | $69K | Buy |
519
+1
| +0.2% | +$133 | 0.03% | 116 |
|
|
2020
Q3 | $60K | Buy |
518
+422
| +440% | +$48.9K | 0.03% | 108 |
|
|
2020
Q2 | $9K | Sell |
96
-72
| -43% | -$6.75K | ﹤0.01% | 161 |
|
|
2020
Q1 | $11K | Sell |
168
-124
| -42% | -$8.12K | 0.01% | 148 |
|
|
2019
Q4 | $21K | Hold |
292
| – | – | 0.01% | 141 |
|
|
2019
Q3 | $16K | Sell |
292
-44
| -13% | -$2.41K | 0.01% | 151 |
|
|
2019
Q2 | $17K | Sell |
336
-800
| -70% | -$40.5K | 0.01% | 154 |
|
|
2019
Q1 | $54K | Sell |
1,136
-120
| -10% | -$5.7K | 0.04% | 190 |
|
|
2018
Q4 | $50K | Buy |
+1,256
| New | +$50K | 0.04% | 189 |
|