SWA
SFMG Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7M | Buy |
218,065
+1,954
| +0.9% | +$401K | 3.36% | 9 |
|
|
2025
Q1 | $48M | Sell |
216,111
-7,113
| -3% | -$1.58M | 3.79% | 8 |
|
|
2024
Q4 | $55.9M | Buy |
223,224
+809
| +0.4% | +$203K | 4.41% | 6 |
|
|
2024
Q3 | $51.8M | Sell |
222,415
-2,108
| -0.9% | -$491K | 4.2% | 7 |
|
|
2024
Q2 | $47.3M | Sell |
224,523
-892
| -0.4% | -$188K | 4.11% | 7 |
|
|
2024
Q1 | $38.7M | Sell |
225,415
-7,375
| -3% | -$1.26M | 3.32% | 9 |
|
|
2023
Q4 | $44.8M | Buy |
232,790
+5,691
| +3% | +$1.1M | 4.15% | 7 |
|
|
2023
Q3 | $38.9M | Buy |
227,099
+13,317
| +6% | +$2.28M | 4% | 8 |
|
|
2023
Q2 | $41.5M | Buy |
213,782
+2,841
| +1% | +$551K | 4.27% | 7 |
|
|
2023
Q1 | $34.8M | Buy |
210,941
+8,124
| +4% | +$1.34M | 3.75% | 8 |
|
|
2022
Q4 | $26.4M | Sell |
202,817
-2,622
| -1% | -$341K | 2.92% | 10 |
|
|
2022
Q3 | $28.4M | Sell |
205,439
-387
| -0.2% | -$53.5K | 3.32% | 10 |
|
|
2022
Q2 | $28.1M | Buy |
205,826
+1,884
| +0.9% | +$258K | 3.26% | 8 |
|
|
2022
Q1 | $35.6M | Sell |
203,942
-1,575
| -0.8% | -$275K | 3.52% | 8 |
|
|
2021
Q4 | $36.5M | Buy |
205,517
+12,734
| +7% | +$2.26M | 3.55% | 8 |
|
|
2021
Q3 | $27.3M | Buy |
192,783
+2,093
| +1% | +$296K | 3.03% | 10 |
|
|
2021
Q2 | $26.1M | Sell |
190,690
-228
| -0.1% | -$31.2K | 2.9% | 10 |
|
|
2021
Q1 | $23.3M | Buy |
190,918
+2,234
| +1% | +$273K | 2.7% | 10 |
|
|
2020
Q4 | $25M | Buy |
188,684
+15,888
| +9% | +$2.11M | 3.17% | 10 |
|
|
2020
Q3 | $20M | Buy |
172,796
+130,423
| +308% | +$15.1M | 2.76% | 12 |
|
|
2020
Q2 | $15.5M | Buy |
42,373
+1,650
| +4% | +$602K | 2.2% | 14 |
|
|
2020
Q1 | $10.4M | Sell |
40,723
-3,482
| -8% | -$885K | 1.55% | 14 |
|
|
2019
Q4 | $13M | Sell |
44,205
-4,316
| -9% | -$1.27M | 1.59% | 14 |
|
|
2019
Q3 | $10.9M | Sell |
48,521
-758
| -2% | -$170K | 1.47% | 13 |
|
|
2019
Q2 | $10.2M | Sell |
49,279
-1,945
| -4% | -$404K | 1.39% | 12 |
|
|
2019
Q1 | $9.73M | Sell |
51,224
-15,439
| -23% | -$2.93M | 1.41% | 12 |
|
|
2018
Q4 | $10.5M | Buy |
66,663
+315
| +0.5% | +$49.7K | 1.7% | 13 |
|
|
2018
Q3 | $13.8M | Buy |
66,348
+415
| +0.6% | +$86.1K | 2.12% | 11 |
|
|
2018
Q2 | $12.2M | Buy |
65,933
+7
| +0% | +$1.3K | 1.98% | 10 |
|
|
2018
Q1 | $11.1M | Sell |
65,926
-1,067
| -2% | -$179K | 1.88% | 11 |
|
|
2017
Q4 | $11.3M | Sell |
66,993
-13
| -0% | -$2.2K | 1.88% | 11 |
|
|
2017
Q3 | $10.3M | Buy |
67,006
+931
| +1% | +$143K | 2.02% | 10 |
|
|
2017
Q2 | $9.52M | Buy |
66,075
+392
| +0.6% | +$56.5K | 1.97% | 10 |
|
|
2017
Q1 | $9.44M | Sell |
65,683
-2,873
| -4% | -$413K | 1.91% | 11 |
|
|
2016
Q4 | $7.94M | Sell |
68,556
-1,758
| -3% | -$204K | 1.69% | 12 |
|
|
2016
Q3 | $7.95M | Sell |
70,314
-1,464
| -2% | -$166K | 1.74% | 13 |
|
|
2016
Q2 | $6.86M | Buy |
71,778
+5,018
| +8% | +$480K | 1.53% | 14 |
|
|
2016
Q1 | $7.28M | Buy |
66,760
+22,493
| +51% | +$2.45M | 1.6% | 15 |
|
|
2015
Q4 | $4.66M | Buy |
44,267
+14,960
| +51% | +$1.57M | 1.06% | 15 |
|
|
2015
Q3 | $3.23M | Sell |
29,307
-4,008
| -12% | -$442K | 0.78% | 17 |
|
|
2015
Q2 | $4.18M | Sell |
33,315
-66,930
| -67% | -$8.4M | 0.93% | 15 |
|
|
2015
Q1 | $12.5M | Buy |
100,245
+66,970
| +201% | +$8.33M | 1.01% | 15 |
|
|
2014
Q4 | $3.67M | Buy |
33,275
+817
| +3% | +$90.2K | 0.82% | 16 |
|
|
2014
Q3 | $3.27M | Sell |
32,458
-333
| -1% | -$33.5K | 1.02% | 13 |
|
|
2014
Q2 | $3.05M | Buy |
32,791
+28,071
| +595% | +$2.61M | 1.05% | 13 |
|
|
2014
Q1 | $2.53M | Sell |
4,720
-1,054
| -18% | -$566K | 0.85% | 15 |
|
|
2013
Q4 | $3.24M | Sell |
5,774
-56
| -1% | -$31.4K | 1.11% | 14 |
|
|
2013
Q3 | $2.78M | Buy |
5,830
+997
| +21% | +$475K | 1.11% | 14 |
|
|
2013
Q2 | $1.91M | Buy |
+4,833
| New | +$1.91M | 0.76% | 17 |
|