SHJ
Sharkey, Howes & Javer’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Buy |
4,838
+1
| +0% | +$205 | 0.13% | 93 |
|
|
2025
Q1 | $1.07M | Sell |
4,837
-630
| -12% | -$140K | 0.15% | 83 |
|
|
2024
Q4 | $1.37M | Buy |
5,467
+399
| +8% | +$99.9K | 0.19% | 77 |
|
|
2024
Q3 | $1.18M | Sell |
5,068
-375
| -7% | -$87.4K | 0.17% | 76 |
|
|
2024
Q2 | $1.15M | Sell |
5,443
-395
| -7% | -$83.2K | 0.19% | 66 |
|
|
2024
Q1 | $1M | Buy |
5,838
+549
| +10% | +$94.1K | 0.16% | 67 |
|
|
2023
Q4 | $1.02M | Sell |
5,289
-195
| -4% | -$37.5K | 0.18% | 63 |
|
|
2023
Q3 | $939K | Buy |
5,484
+6
| +0.1% | +$1.03K | 0.18% | 62 |
|
|
2023
Q2 | $1.06M | Sell |
5,478
-86
| -2% | -$16.7K | 0.2% | 57 |
|
|
2023
Q1 | $918K | Sell |
5,564
-1,379
| -20% | -$227K | 0.2% | 60 |
|
|
2022
Q4 | $902K | Sell |
6,943
-1,399
| -17% | -$182K | 0.21% | 62 |
|
|
2022
Q3 | $1.15M | Buy |
8,342
+13
| +0.2% | +$1.8K | 0.25% | 50 |
|
|
2022
Q2 | $1.14M | Buy |
8,329
+1,001
| +14% | +$137K | 0.28% | 42 |
|
|
2022
Q1 | $1.28M | Sell |
7,328
-527
| -7% | -$92K | 0.29% | 41 |
|
|
2021
Q4 | $1.4M | Sell |
7,855
-1,255
| -14% | -$223K | 0.32% | 42 |
|
|
2021
Q3 | $1.29M | Buy |
9,110
+1,048
| +13% | +$148K | 0.33% | 39 |
|
|
2021
Q2 | $1.1M | Sell |
8,062
-148
| -2% | -$20.3K | 0.29% | 41 |
|
|
2021
Q1 | $1M | Buy |
8,210
+4
| +0% | +$489 | 0.31% | 40 |
|
|
2020
Q4 | $1.09M | Buy |
8,206
+840
| +11% | +$111K | 0.36% | 33 |
|
|
2020
Q3 | $853K | Buy |
7,366
+5,469
| +288% | +$633K | 0.32% | 38 |
|
|
2020
Q2 | $692K | Buy |
1,897
+245
| +15% | +$89.4K | 0.31% | 42 |
|
|
2020
Q1 | $420K | Hold |
1,652
| – | – | 0.22% | 46 |
|
|
2019
Q4 | $485K | Buy |
1,652
+136
| +9% | +$39.9K | 0.21% | 45 |
|
|
2019
Q3 | $339K | Buy |
1,516
+8
| +0.5% | +$1.79K | 0.15% | 46 |
|
|
2019
Q2 | $298K | Hold |
1,508
| – | – | 0.14% | 45 |
|
|
2019
Q1 | $286K | Buy |
1,508
+127
| +9% | +$24.1K | 0.13% | 47 |
|
|
2018
Q4 | $218K | Sell |
1,381
-311
| -18% | -$49.1K | 0.14% | 47 |
|
|
2018
Q3 | $382K | Hold |
1,692
| – | – | 0.2% | 34 |
|
|
2018
Q2 | $313K | Sell |
1,692
-7
| -0.4% | -$1.3K | 0.17% | 33 |
|
|
2018
Q1 | $284K | Buy |
1,699
+1
| +0.1% | +$167 | 0.16% | 28 |
|
|
2017
Q4 | $287K | Buy |
1,698
+123
| +8% | +$20.8K | 0.17% | 28 |
|
|
2017
Q3 | $246K | Hold |
1,575
| – | – | 0.13% | 35 |
|
|
2017
Q2 | $227K | Sell |
1,575
-20
| -1% | -$2.88K | 0.13% | 33 |
|
|
2017
Q1 | $229K | Hold |
1,595
| – | – | 0.12% | 33 |
|
|
2016
Q4 | $185K | Hold |
1,595
| – | – | 0.11% | 39 |
|
|
2016
Q3 | $180K | Buy |
1,595
+1
| +0.1% | +$113 | 0.11% | 39 |
|
|
2016
Q2 | $152K | Buy |
1,594
+1
| +0.1% | +$95 | 0.09% | 44 |
|
|
2016
Q1 | $174K | Hold |
1,593
| – | – | 0.13% | 41 |
|
|
2015
Q4 | $168K | Hold |
1,593
| – | – | 0.12% | 42 |
|
|
2015
Q3 | $182K | Buy |
1,593
+159
| +11% | +$18.2K | 0.14% | 39 |
|
|
2015
Q2 | $180K | Buy |
+1,434
| New | +$180K | 0.14% | 30 |
|