Sheets Smith Wealth Management’s Apple AAPL Stock Holding History

Sheets Smith Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9M	Sell	51,597 -220	-0.4%	-$62.9K	1.49%	12
2026 Q1	$13.2M	Buy	51,817 +581	+1%	+$151K	1.48%	11
2025 Q4	$13.9M	Buy	51,236 +3,834	+8%	+$1.03M	1.53%	12
2025 Q3	$12.1M	Sell	47,402 -1,629	-3%	-$368K	1.37%	12
2025 Q2	$10.1M	Sell	49,031 -577	-1%	-$117K	1.18%	17
2025 Q1	$11M	Sell	49,608 -7,431	-13%	-$1.72M	1.37%	15
2024 Q4	$14.3M	Buy	57,039 +3,765	+7%	+$887K	1.74%	9
2024 Q3	$12.4M	Sell	53,274 -11,688	-18%	-$2.61M	1.52%	11
2024 Q2	$13.7M	Sell	64,962 -146	-0.2%	-$27.2K	1.64%	11
2024 Q1	$11.2M	Sell	65,108 -28,534	-30%	-$5.19M	1.25%	16
2023 Q4	$12.6M	Buy	93,642 +17,364	+23%	+$3.21M	1.79%	10
2023 Q3	$13.1M	Sell	76,278 -2,451	-3%	-$449K	1.99%	10
2023 Q2	$15.3M	Sell	78,729 -554	-0.7%	-$96.5K	2.23%	6
2023 Q1	$13.1M	Sell	79,283 -1,670	-2%	-$246K	2%	8
2022 Q4	$10.5M	Sell	80,953 -557	-0.7%	-$79.6K	1.65%	12
2022 Q3	$11.3M	Buy	81,510 +4,204	+5%	+$660K	1.88%	8
2022 Q2	$10.6M	Sell	77,306 -8,629	-10%	-$1.31M	1.74%	11
2022 Q1	$15M	Sell	85,935 -2,825	-3%	-$475K	2.07%	8
2021 Q4	$15.8M	Buy	88,760 +1,872	+2%	+$296K	1.96%	7
2021 Q3	$12.3M	Sell	86,888 -4,334	-5%	-$638K	1.67%	13
2021 Q2	$12.5M	Sell	91,222 -5,385	-6%	-$698K	1.68%	13
2021 Q1	$11.8M	Sell	96,607 -2,233	-2%	-$287K	1.74%	11
2020 Q4	$13.1M	Sell	98,840 -1,002	-1%	-$121K	1.98%	10
2020 Q3	$11.6M	Sell	99,842 -8,226	-8%	-$898K	2.01%	11
2020 Q2	$9.86M	Buy	108,068 +8,124	+8%	+$630K	1.97%	11
2020 Q1	$6.35M	Sell	99,944 -5,560	-5%	-$409K	1.33%	18
2019 Q4	$7.75M	Sell	105,504 -5,784	-5%	-$372K	1.48%	12
2019 Q3	$6.23M	Sell	111,288 -13,076	-11%	-$684K	1.28%	15
2019 Q2	$6.15M	Sell	124,364 -1,356	-1%	-$66.1K	1.26%	15
2019 Q1	$5.97M	Sell	125,720 -1,356	-1%	-$57.5K	1.29%	14
2018 Q4	$5.01M	Sell	127,076 -76,868	-38%	-$3.73M	1.35%	15
2018 Q3	$11.5M	Buy	203,944 +34,984	+21%	+$1.82M	2.38%	4
2018 Q2	$7.82M	Sell	168,960 -2,360	-1%	-$107K	1.83%	5
2018 Q1	$7.19M	Buy	171,320 +31,496	+23%	+$1.36M	1.73%	8
2017 Q4	$5.92M	Sell	139,824 -2,396	-2%	-$100K	1.39%	10
2017 Q3	$5.48M	Sell	142,220 -632	-0.4%	-$24.5K	1.38%	12
2017 Q2	$5.14M	Sell	142,852 -96	-0.1%	-$3.55K	1.36%	13
2017 Q1	$5.13M	Sell	142,948 -364	-0.3%	-$12K	1.36%	10
2016 Q4	$4.15M	Buy	143,312 +172	+0.1%	+$4.88K	1.16%	17
2016 Q3	$4.04M	Buy	143,140 +1,116	+0.8%	+$29.5K	1.14%	16
2016 Q2	$3.39M	Sell	142,024 -24	-0%	-$596	0.99%	18
2016 Q1	$3.87M	Sell	142,048 -4,100	-3%	-$102K	1.19%	16
2015 Q4	$3.85M	Buy	146,148 +680	+0.5%	+$19.4K	1.16%	18
2015 Q3	$4.01M	Sell	145,468 -43,660	-23%	-$1.28M	1.36%	17
2015 Q2	$5.93M	Sell	189,128 -5,416	-3%	-$173K	1.62%	11
2015 Q1	$6.05M	Sell	194,544 -3,000	-2%	-$90.6K	1.67%	10
2014 Q4	$5.45M	Buy	197,544 +47,048	+31%	+$1.28M	1.42%	12
2014 Q3	$3.79M	Sell	150,496 -928	-0.6%	-$22.8K	1.03%	25
2014 Q2	$3.52M	Buy	151,424 +280	+0.2%	+$5.96K	0.94%	29
2014 Q1	$2.9M	Sell	151,144 -2,016	-1%	-$38.3K	0.81%	36
2013 Q4	$3.07M	Buy	153,160 +1,372	+0.9%	+$25.9K	0.85%	32
2013 Q3	$2.58M	Sell	151,788 -9,408	-6%	-$156K	0.84%	33
2013 Q2	$2.28M	Buy	+161,196	New	+$2.48M	0.77%	40