SFP
Shepherd Financial Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Sell |
119,815
-5,640
| -4% | -$1.16M | 2.6% | 10 |
|
|
2025
Q1 | $27.9M | Buy |
125,455
+7,462
| +6% | +$1.66M | 3.27% | 8 |
|
|
2024
Q4 | $29.5M | Sell |
117,993
-3,526
| -3% | -$883K | 3.53% | 7 |
|
|
2024
Q3 | $28.3M | Buy |
121,519
+2,492
| +2% | +$581K | 3.41% | 7 |
|
|
2024
Q2 | $25.1M | Sell |
119,027
-455
| -0.4% | -$95.8K | 3.23% | 7 |
|
|
2024
Q1 | $20.5M | Buy |
119,482
+2,142
| +2% | +$367K | 2.68% | 8 |
|
|
2023
Q4 | $22.6M | Buy |
117,340
+2,539
| +2% | +$489K | 3.21% | 7 |
|
|
2023
Q3 | $19.7M | Buy |
114,801
+24,318
| +27% | +$4.16M | 3.08% | 8 |
|
|
2023
Q2 | $17.6M | Buy |
90,483
+1,640
| +2% | +$318K | 2.72% | 9 |
|
|
2023
Q1 | $14.6M | Sell |
88,843
-7,728
| -8% | -$1.27M | 2.45% | 9 |
|
|
2022
Q4 | $12.5M | Buy |
96,571
+242
| +0.3% | +$31.4K | 2.27% | 9 |
|
|
2022
Q3 | $13.3M | Buy |
96,329
+5,198
| +6% | +$718K | 2.6% | 9 |
|
|
2022
Q2 | $12.5M | Sell |
91,131
-187
| -0.2% | -$25.6K | 2.43% | 10 |
|
|
2022
Q1 | $15.9M | Sell |
91,318
-8,117
| -8% | -$1.42M | 2.85% | 8 |
|
|
2021
Q4 | $17.7M | Buy |
99,435
+1,674
| +2% | +$297K | 3.07% | 6 |
|
|
2021
Q3 | $13.8M | Sell |
97,761
-810
| -0.8% | -$115K | 2.67% | 8 |
|
|
2021
Q2 | $13.5M | Sell |
98,571
-1,872
| -2% | -$256K | 2.57% | 8 |
|
|
2021
Q1 | $12.3M | Sell |
100,443
-305
| -0.3% | -$37.3K | 2.72% | 7 |
|
|
2020
Q4 | $13.4M | Buy |
100,748
+1,333
| +1% | +$177K | 3.05% | 5 |
|
|
2020
Q3 | $11.5M | Buy |
99,415
+72,150
| +265% | +$8.36M | 2.71% | 8 |
|
|
2020
Q2 | $9.95M | Sell |
27,265
-3,180
| -10% | -$1.16M | 2.7% | 8 |
|
|
2020
Q1 | $7.74M | Sell |
30,445
-3,885
| -11% | -$988K | 2.68% | 7 |
|
|
2019
Q4 | $10.1M | Sell |
34,330
-1,146
| -3% | -$336K | 2.34% | 7 |
|
|
2019
Q3 | $7.95M | Sell |
35,476
-2,054
| -5% | -$460K | 1.99% | 9 |
|
|
2019
Q2 | $7.43M | Sell |
37,530
-215
| -0.6% | -$42.6K | 1.4% | 10 |
|
|
2019
Q1 | $7.17M | Buy |
37,745
+1,128
| +3% | +$214K | 1.39% | 10 |
|
|
2018
Q4 | $5.78M | Sell |
36,617
-3,671
| -9% | -$579K | 1.26% | 11 |
|
|
2018
Q3 | $7.46M | Hold |
40,288
| – | – | 1.69% | 8 |
|
|
2018
Q2 | $7.54M | Buy |
40,288
+1,132
| +3% | +$212K | 1.7% | 8 |
|
|
2018
Q1 | $6.57M | Sell |
39,156
-592
| -1% | -$99.4K | 1.62% | 8 |
|
|
2017
Q4 | $6.73M | Sell |
39,748
-1,926
| -5% | -$326K | 1.58% | 10 |
|
|
2017
Q3 | $6.49M | Buy |
41,674
+64
| +0.2% | +$9.97K | 1.51% | 10 |
|
|
2017
Q2 | $6.04M | Sell |
41,610
-3,264
| -7% | -$474K | 1.48% | 10 |
|
|
2017
Q1 | $6.45M | Sell |
44,874
-3,316
| -7% | -$477K | 1.67% | 9 |
|
|
2016
Q4 | $5.6M | Buy |
+48,190
| New | +$5.6M | 1.59% | 11 |
|