SPA
Sentinel Pension Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Sell |
27,805
-118
| -0.4% | -$24.2K | 0.96% | 19 |
|
|
2025
Q1 | $6.2M | Buy |
27,923
+156
| +0.6% | +$34.7K | 1.14% | 15 |
|
|
2024
Q4 | $6.95M | Sell |
27,767
-136
| -0.5% | -$34.1K | 1.29% | 15 |
|
|
2024
Q3 | $6.5M | Sell |
27,903
-244
| -0.9% | -$56.9K | 1.25% | 16 |
|
|
2024
Q2 | $5.93M | Sell |
28,147
-1,494
| -5% | -$315K | 1.23% | 17 |
|
|
2024
Q1 | $5.08M | Sell |
29,641
-446
| -1% | -$76.5K | 1.09% | 18 |
|
|
2023
Q4 | $5.79M | Buy |
30,087
+62
| +0.2% | +$11.9K | 1.38% | 16 |
|
|
2023
Q3 | $5.14M | Buy |
30,025
+19,472
| +185% | +$3.33M | 1.25% | 16 |
|
|
2023
Q2 | $2.05M | Sell |
10,553
-512
| -5% | -$99.3K | 0.5% | 36 |
|
|
2023
Q1 | $1.81M | Sell |
11,065
-135
| -1% | -$22.1K | 0.46% | 36 |
|
|
2022
Q4 | $1.46M | Buy |
11,200
+175
| +2% | +$22.7K | 0.46% | 37 |
|
|
2022
Q3 | $1.52M | Sell |
11,025
-1,146
| -9% | -$158K | 0.53% | 32 |
|
|
2022
Q2 | $1.66M | Buy |
12,171
+2,262
| +23% | +$309K | 0.56% | 31 |
|
|
2022
Q1 | $1.73M | Sell |
9,909
-2,750
| -22% | -$480K | 0.59% | 33 |
|
|
2021
Q4 | $2.25M | Buy |
12,659
+3,044
| +32% | +$541K | 0.71% | 28 |
|
|
2021
Q3 | $1.36M | Sell |
9,615
-100
| -1% | -$14.2K | 0.46% | 38 |
|
|
2021
Q2 | $1.33M | Buy |
9,715
+1,443
| +17% | +$198K | 0.47% | 40 |
|
|
2021
Q1 | $1.01M | Sell |
8,272
-125
| -1% | -$15.2K | 0.37% | 40 |
|
|
2020
Q4 | $1.11M | Sell |
8,397
-2,308
| -22% | -$306K | 0.41% | 42 |
|
|
2020
Q3 | $1.24M | Buy |
10,705
+8,838
| +473% | +$1.02M | 0.48% | 39 |
|
|
2020
Q2 | $681K | Sell |
1,867
-160
| -8% | -$58.4K | 0.28% | 44 |
|
|
2020
Q1 | $516K | Buy |
2,027
+369
| +22% | +$93.9K | 0.25% | 48 |
|
|
2019
Q4 | $487K | Buy |
+1,658
| New | +$487K | 0.32% | 38 |
|