SFA
Seneca Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
6,888
-1,471
| -18% | -$302K | 0.54% | 30 |
|
|
2025
Q1 | $1.86M | Buy |
8,359
+1,258
| +18% | +$279K | 0.9% | 18 |
|
|
2024
Q4 | $1.78M | Buy |
7,101
+2
| +0% | +$501 | 0.88% | 20 |
|
|
2024
Q3 | $1.65M | Sell |
7,099
-272
| -4% | -$63.4K | 0.8% | 22 |
|
|
2024
Q2 | $1.55M | Buy |
7,371
+344
| +5% | +$72.5K | 0.8% | 24 |
|
|
2024
Q1 | $1.21M | Sell |
7,027
-1,136
| -14% | -$195K | 0.64% | 31 |
|
|
2023
Q4 | $1.57M | Sell |
8,163
-229
| -3% | -$44.1K | 0.91% | 23 |
|
|
2023
Q3 | $1.44M | Buy |
8,392
+4
| +0% | +$685 | 0.98% | 20 |
|
|
2023
Q2 | $1.63M | Sell |
8,388
-134
| -2% | -$26K | 1.08% | 21 |
|
|
2023
Q1 | $1.41M | Buy |
8,522
+1,906
| +29% | +$314K | 0.9% | 22 |
|
|
2022
Q4 | $860K | Sell |
6,616
-146
| -2% | -$19K | 0.54% | 26 |
|
|
2022
Q3 | $934K | Buy |
6,762
+4
| +0.1% | +$553 | 0.67% | 23 |
|
|
2022
Q2 | $924K | Buy |
6,758
+5
| +0.1% | +$684 | 0.62% | 25 |
|
|
2022
Q1 | $1.18M | Buy |
6,753
+6
| +0.1% | +$1.05K | 0.72% | 22 |
|
|
2021
Q4 | $1.2M | Buy |
6,747
+1,126
| +20% | +$200K | 0.71% | 21 |
|
|
2021
Q3 | $795K | Buy |
5,621
+71
| +1% | +$10K | 0.53% | 24 |
|
|
2021
Q2 | $760K | Buy |
5,550
+7
| +0.1% | +$959 | 0.5% | 24 |
|
|
2021
Q1 | $677K | Buy |
5,543
+1,239
| +29% | +$151K | 0.48% | 23 |
|
|
2020
Q4 | $571K | Buy |
+4,304
| New | +$571K | 0.43% | 26 |
|