SPA
Shore Point Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
3,937
+102
| +3% | +$20.9K | 0.39% | 35 |
|
|
2025
Q1 | $852K | Sell |
3,835
-3,515
| -48% | -$781K | 0.45% | 34 |
|
|
2024
Q4 | $1.84M | Buy |
7,350
+1
| +0% | +$250 | 0.99% | 20 |
|
|
2024
Q3 | $1.71M | Sell |
7,349
-2
| -0% | -$466 | 0.92% | 22 |
|
|
2024
Q2 | $1.55M | Buy |
7,351
+359
| +5% | +$75.6K | 0.88% | 25 |
|
|
2024
Q1 | $1.2M | Buy |
6,992
+618
| +10% | +$106K | 0.68% | 25 |
|
|
2023
Q4 | $1.23M | Sell |
6,374
-1
| -0% | -$193 | 0.76% | 24 |
|
|
2023
Q3 | $1.09M | Buy |
6,375
+570
| +10% | +$97.6K | 0.79% | 24 |
|
|
2023
Q2 | $1.13M | Sell |
5,805
-37
| -0.6% | -$7.18K | 0.8% | 23 |
|
|
2023
Q1 | $963K | Buy |
5,842
+809
| +16% | +$133K | 0.73% | 25 |
|
|
2022
Q4 | $654K | Buy |
+5,033
| New | +$654K | 0.54% | 28 |
|
|
2022
Q2 | – | Sell |
-1,433
| Closed | -$250K | – | 38 |
|
|
2022
Q1 | $250K | Buy |
1,433
+1,200
| +515% | +$209K | 0.22% | 33 |
|
|
2021
Q4 | $41K | Buy |
+233
| New | +$41K | 0.03% | 75 |
|