SSWM
Sheets Smith Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
49,031
-577
| -1% | -$118K | 1.18% | 17 |
|
|
2025
Q1 | $11M | Sell |
49,608
-7,431
| -13% | -$1.65M | 1.37% | 15 |
|
|
2024
Q4 | $14.3M | Buy |
57,039
+3,765
| +7% | +$943K | 1.74% | 9 |
|
|
2024
Q3 | $12.4M | Sell |
53,274
-11,688
| -18% | -$2.72M | 1.52% | 11 |
|
|
2024
Q2 | $13.7M | Sell |
64,962
-146
| -0.2% | -$30.8K | 1.64% | 11 |
|
|
2024
Q1 | $11.2M | Sell |
65,108
-28,534
| -30% | -$4.89M | 1.25% | 16 |
|
|
2023
Q4 | $12.6M | Buy |
93,642
+17,364
| +23% | +$2.33M | 1.79% | 10 |
|
|
2023
Q3 | $13.1M | Sell |
76,278
-2,451
| -3% | -$420K | 1.99% | 10 |
|
|
2023
Q2 | $15.3M | Sell |
78,729
-554
| -0.7% | -$107K | 2.23% | 6 |
|
|
2023
Q1 | $13.1M | Sell |
79,283
-1,670
| -2% | -$275K | 2% | 8 |
|
|
2022
Q4 | $10.5M | Sell |
80,953
-557
| -0.7% | -$72.4K | 1.65% | 12 |
|
|
2022
Q3 | $11.3M | Buy |
81,510
+4,204
| +5% | +$581K | 1.88% | 8 |
|
|
2022
Q2 | $10.6M | Sell |
77,306
-8,629
| -10% | -$1.18M | 1.74% | 11 |
|
|
2022
Q1 | $15M | Sell |
85,935
-2,825
| -3% | -$493K | 2.07% | 8 |
|
|
2021
Q4 | $15.8M | Buy |
88,760
+1,872
| +2% | +$332K | 1.96% | 7 |
|
|
2021
Q3 | $12.3M | Sell |
86,888
-4,334
| -5% | -$613K | 1.67% | 13 |
|
|
2021
Q2 | $12.5M | Sell |
91,222
-5,385
| -6% | -$738K | 1.68% | 13 |
|
|
2021
Q1 | $11.8M | Sell |
96,607
-2,233
| -2% | -$273K | 1.74% | 11 |
|
|
2020
Q4 | $13.1M | Sell |
98,840
-1,002
| -1% | -$133K | 1.98% | 10 |
|
|
2020
Q3 | $11.6M | Buy |
99,842
+72,825
| +270% | +$8.43M | 2.01% | 11 |
|
|
2020
Q2 | $9.86M | Buy |
27,017
+2,031
| +8% | +$741K | 1.97% | 11 |
|
|
2020
Q1 | $6.35M | Sell |
24,986
-1,390
| -5% | -$353K | 1.33% | 18 |
|
|
2019
Q4 | $7.75M | Sell |
26,376
-1,446
| -5% | -$425K | 1.48% | 12 |
|
|
2019
Q3 | $6.23M | Sell |
27,822
-3,269
| -11% | -$732K | 1.28% | 15 |
|
|
2019
Q2 | $6.15M | Sell |
31,091
-339
| -1% | -$67.1K | 1.26% | 15 |
|
|
2019
Q1 | $5.97M | Sell |
31,430
-339
| -1% | -$64.4K | 1.29% | 14 |
|
|
2018
Q4 | $5.01M | Sell |
31,769
-19,217
| -38% | -$3.03M | 1.35% | 15 |
|
|
2018
Q3 | $11.5M | Buy |
50,986
+8,746
| +21% | +$1.97M | 2.38% | 4 |
|
|
2018
Q2 | $7.82M | Sell |
42,240
-590
| -1% | -$109K | 1.83% | 5 |
|
|
2018
Q1 | $7.19M | Buy |
42,830
+7,874
| +23% | +$1.32M | 1.73% | 8 |
|
|
2017
Q4 | $5.92M | Sell |
34,956
-599
| -2% | -$101K | 1.39% | 10 |
|
|
2017
Q3 | $5.48M | Sell |
35,555
-158
| -0.4% | -$24.4K | 1.38% | 12 |
|
|
2017
Q2 | $5.14M | Sell |
35,713
-24
| -0.1% | -$3.46K | 1.36% | 13 |
|
|
2017
Q1 | $5.13M | Sell |
35,737
-91
| -0.3% | -$13.1K | 1.36% | 10 |
|
|
2016
Q4 | $4.15M | Buy |
35,828
+43
| +0.1% | +$4.98K | 1.16% | 17 |
|
|
2016
Q3 | $4.05M | Buy |
35,785
+279
| +0.8% | +$31.5K | 1.14% | 16 |
|
|
2016
Q2 | $3.39M | Sell |
35,506
-6
| -0% | -$574 | 0.99% | 18 |
|
|
2016
Q1 | $3.87M | Sell |
35,512
-1,025
| -3% | -$112K | 1.19% | 16 |
|
|
2015
Q4 | $3.85M | Buy |
36,537
+170
| +0.5% | +$17.9K | 1.16% | 18 |
|
|
2015
Q3 | $4.01M | Sell |
36,367
-10,915
| -23% | -$1.2M | 1.36% | 17 |
|
|
2015
Q2 | $5.93M | Sell |
47,282
-1,354
| -3% | -$170K | 1.62% | 11 |
|
|
2015
Q1 | $6.05M | Sell |
48,636
-750
| -2% | -$93.3K | 1.67% | 10 |
|
|
2014
Q4 | $5.45M | Buy |
49,386
+11,762
| +31% | +$1.3M | 1.42% | 12 |
|
|
2014
Q3 | $3.79M | Sell |
37,624
-232
| -0.6% | -$23.4K | 1.03% | 25 |
|
|
2014
Q2 | $3.52M | Buy |
37,856
+32,458
| +601% | +$3.02M | 0.94% | 29 |
|
|
2014
Q1 | $2.9M | Sell |
5,398
-72
| -1% | -$38.6K | 0.81% | 36 |
|
|
2013
Q4 | $3.07M | Buy |
5,470
+49
| +0.9% | +$27.5K | 0.85% | 32 |
|
|
2013
Q3 | $2.58M | Sell |
5,421
-336
| -6% | -$160K | 0.84% | 33 |
|
|
2013
Q2 | $2.28M | Buy |
+5,757
| New | +$2.28M | 0.77% | 40 |
|