Sheridan Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Buy |
5,865
+736
| +14% | +$151K | 0.83% | 19 |
|
2025
Q1 | $1.14M | Buy |
5,129
+84
| +2% | +$18.7K | 0.83% | 20 |
|
2024
Q4 | $1.26M | Buy |
5,045
+18
| +0.4% | +$4.51K | 0.89% | 19 |
|
2024
Q3 | $1.17M | Buy |
5,027
+4
| +0.1% | +$932 | 0.83% | 20 |
|
2024
Q2 | $1.09M | Sell |
5,023
-20
| -0.4% | -$4.34K | 0.81% | 19 |
|
2024
Q1 | $865K | Buy |
5,043
+933
| +23% | +$160K | 0.65% | 19 |
|
2023
Q4 | $791K | Buy |
+4,110
| New | +$791K | 0.64% | 18 |
|