SA
SFI Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Sell |
27,617
-100
| -0.4% | -$20.5K | 3.92% | 9 |
|
|
2025
Q1 | $6.16M | Buy |
27,717
+39
| +0.1% | +$8.66K | 4.55% | 3 |
|
|
2024
Q4 | $6.93M | Buy |
27,678
+8
| +0% | +$2K | 4.87% | 1 |
|
|
2024
Q3 | $6.45M | Sell |
27,670
-22
| -0.1% | -$5.13K | 4.6% | 2 |
|
|
2024
Q2 | $5.83M | Buy |
27,692
+100
| +0.4% | +$21.1K | 4.49% | 2 |
|
|
2024
Q1 | $4.73M | Sell |
27,592
-74
| -0.3% | -$12.7K | 3.71% | 7 |
|
|
2023
Q4 | $5.33M | Hold |
27,666
| – | – | 4.55% | 1 |
|
|
2023
Q3 | $4.74M | Buy |
27,666
+230
| +0.8% | +$39.4K | 4.63% | 1 |
|
|
2023
Q2 | $5.32M | Sell |
27,436
-262
| -0.9% | -$50.8K | 5.05% | 1 |
|
|
2023
Q1 | $4.57M | Buy |
27,698
+262
| +1% | +$43.2K | 4.58% | 2 |
|
|
2022
Q4 | $3.56M | Sell |
27,436
-2
| -0% | -$260 | 3.87% | 7 |
|
|
2022
Q3 | $3.79M | Hold |
27,438
| – | – | 4.4% | 6 |
|
|
2022
Q2 | $3.75M | Sell |
27,438
-412
| -1% | -$56.3K | 4.16% | 9 |
|
|
2022
Q1 | $4.86K | Hold |
27,850
| – | – | 2.96% | 9 |
|
|
2021
Q4 | $5.06M | Buy |
+27,850
| New | +$5.06M | 4.47% | 7 |
|