SIA
SGL Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97M | Buy |
42,710
+726
| +2% | +$152K | 4.27% | 2 |
|
|
2025
Q1 | $8.29M | Buy |
41,984
+1,159
| +3% | +$229K | 4.28% | 2 |
|
|
2024
Q4 | $9.67M | Buy |
40,825
+209
| +0.5% | +$49.5K | 4.88% | 1 |
|
|
2024
Q3 | $9.27M | Buy |
+40,616
| New | +$9.27M | 4.76% | 1 |
|