Seven Mile Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Sell |
41,585
-2,100
| -5% | -$431K | 5.13% | 3 |
|
|
2025
Q1 | $9.7M | Buy |
43,685
+1,101
| +3% | +$245K | 6.48% | 3 |
|
|
2024
Q4 | $10.7M | Buy |
42,584
+6,684
| +19% | +$1.67M | 6.8% | 3 |
|
|
2024
Q3 | $8.36M | Buy |
35,900
+5,932
| +20% | +$1.38M | 5.53% | 3 |
|
|
2024
Q2 | $6.31M | Sell |
29,968
-4,535
| -13% | -$955K | 4.64% | 3 |
|
|
2024
Q1 | $5.92M | Sell |
34,503
-4
| -0% | -$686 | 4.49% | 4 |
|
|
2023
Q4 | $6.64M | Buy |
34,507
+776
| +2% | +$149K | 5.76% | 2 |
|
|
2023
Q3 | $5.78M | Buy |
33,731
+5,732
| +20% | +$981K | 6.07% | 2 |
|
|
2023
Q2 | $5.43M | Buy |
+27,999
| New | +$5.43M | 6.33% | 2 |
|