Seneca Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $934K | Buy |
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|
2022
Q2 | $924K | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q2 | $760K | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $571K | Buy |
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