SFA
Sequoia Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327M | Buy |
1,592,873
+76,870
| +5% | +$15.8M | 2.23% | 7 |
|
|
2025
Q1 | $337M | Buy |
1,516,003
+64,408
| +4% | +$14.3M | 2.59% | 4 |
|
|
2024
Q4 | $364M | Buy |
1,451,595
+113,962
| +9% | +$28.5M | 3.5% | 2 |
|
|
2024
Q3 | $312M | Buy |
1,337,633
+65,927
| +5% | +$15.4M | 3.34% | 3 |
|
|
2024
Q2 | $268M | Buy |
1,271,706
+21,734
| +2% | +$4.58M | 3.23% | 3 |
|
|
2024
Q1 | $214M | Sell |
1,249,972
-12,952
| -1% | -$2.22M | 2.67% | 6 |
|
|
2023
Q4 | $243M | Buy |
1,262,924
+443,462
| +54% | +$85.4M | 3.02% | 4 |
|
|
2023
Q3 | $140M | Buy |
819,462
+11,108
| +1% | +$1.9M | 2.46% | 6 |
|
|
2023
Q2 | $157M | Buy |
808,354
+61,380
| +8% | +$11.9M | 2.69% | 6 |
|
|
2023
Q1 | $123M | Buy |
746,974
+23,547
| +3% | +$3.88M | 2.74% | 5 |
|
|
2022
Q4 | $94M | Buy |
723,427
+250,855
| +53% | +$32.6M | 2.31% | 6 |
|
|
2022
Q3 | $65.3M | Sell |
472,572
-33,787
| -7% | -$4.67M | 2.06% | 9 |
|
|
2022
Q2 | $69.2M | Sell |
506,359
-55,945
| -10% | -$7.65M | 1.96% | 9 |
|
|
2022
Q1 | $98.2M | Sell |
562,304
-23,119
| -4% | -$4.04M | 2.45% | 7 |
|
|
2021
Q4 | $104M | Buy |
585,423
+396,893
| +211% | +$70.5M | 2.83% | 6 |
|
|
2021
Q3 | $26.7M | Sell |
188,530
-326,430
| -63% | -$46.2M | 2.71% | 7 |
|
|
2021
Q2 | $70.5M | Buy |
514,960
+75,520
| +17% | +$10.3M | 2.57% | 7 |
|
|
2021
Q1 | $53.7M | Buy |
439,440
+23,771
| +6% | +$2.9M | 2.25% | 8 |
|
|
2020
Q4 | $55.2M | Buy |
415,669
+11,807
| +3% | +$1.57M | 2.52% | 8 |
|
|
2020
Q3 | $46.8M | Buy |
403,862
+304,581
| +307% | +$35.3M | 2.47% | 9 |
|
|
2020
Q2 | $36.2M | Buy |
99,281
+1,625
| +2% | +$593K | 2.14% | 9 |
|
|
2020
Q1 | $24.8M | Sell |
97,656
-7,138
| -7% | -$1.82M | 1.83% | 12 |
|
|
2019
Q4 | $30.8M | Sell |
104,794
-816
| -0.8% | -$240K | 1.95% | 10 |
|
|
2019
Q3 | $23.7M | Sell |
105,610
-11,318
| -10% | -$2.53M | 1.71% | 11 |
|
|
2019
Q2 | $23.1M | Buy |
116,928
+1,350
| +1% | +$267K | 1.72% | 12 |
|
|
2019
Q1 | $22M | Buy |
115,578
+20,174
| +21% | +$3.83M | 1.8% | 11 |
|
|
2018
Q4 | $15M | Buy |
95,404
+854
| +0.9% | +$135K | 1.74% | 13 |
|
|
2018
Q3 | $21.3M | Sell |
94,550
-296
| -0.3% | -$66.8K | 2.12% | 9 |
|
|
2018
Q2 | $17.6M | Sell |
94,846
-104,711
| -52% | -$19.4M | 1.87% | 10 |
|
|
2018
Q1 | $33.5M | Sell |
199,557
-5,907
| -3% | -$991K | 3.52% | 6 |
|
|
2017
Q4 | $34.8M | Buy |
205,464
+7,571
| +4% | +$1.28M | 3.66% | 5 |
|
|
2017
Q3 | $30.5M | Buy |
197,893
+2,186
| +1% | +$337K | 3.61% | 5 |
|
|
2017
Q2 | $28.2M | Buy |
195,707
+2,598
| +1% | +$374K | 3.49% | 5 |
|
|
2017
Q1 | $27.7M | Buy |
193,109
+3,446
| +2% | +$495K | 3.53% | 6 |
|
|
2016
Q4 | $22M | Buy |
189,663
+282
| +0.1% | +$32.7K | 3.14% | 6 |
|
|
2016
Q3 | $21.4M | Sell |
189,381
-2,687
| -1% | -$304K | 3.99% | 6 |
|
|
2016
Q2 | $18.4M | Buy |
192,068
+3,963
| +2% | +$379K | 5.15% | 2 |
|
|
2016
Q1 | $20.5M | Buy |
188,105
+128,915
| +218% | +$14.1M | 6.63% | 2 |
|
|
2015
Q4 | $6.23M | Buy |
59,190
+14,966
| +34% | +$1.58M | 2.51% | 8 |
|
|
2015
Q3 | $4.88M | Sell |
44,224
-1,155
| -3% | -$127K | 2.12% | 10 |
|
|
2015
Q2 | $5.69M | Buy |
45,379
+1,521
| +3% | +$191K | 2.4% | 8 |
|
|
2015
Q1 | $5.46M | Buy |
43,858
+888
| +2% | +$110K | 2.5% | 7 |
|
|
2014
Q4 | $4.74M | Sell |
42,970
-2,179
| -5% | -$241K | 3.24% | 5 |
|
|
2014
Q3 | $4.55M | Sell |
45,149
-1,610
| -3% | -$162K | 3.15% | 5 |
|
|
2014
Q2 | $4.22M | Buy |
46,759
+40,481
| +645% | +$3.65M | 3.2% | 6 |
|
|
2014
Q1 | $3.37M | Buy |
6,278
+290
| +5% | +$156K | 2.81% | 5 |
|
|
2013
Q4 | $3.36M | Buy |
+5,988
| New | +$3.36M | 2.78% | 5 |
|