SCP
Shorepoint Capital Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.76M | Buy |
30,414
+355
| +1% | +$78.9K | 1.53% | 18 |
|
|
2024
Q4 | $7.53M | Sell |
30,059
-24
| -0.1% | -$6.01K | 1.72% | 14 |
|
|
2024
Q3 | $7.01M | Sell |
30,083
-2,360
| -7% | -$550K | 1.6% | 19 |
|
|
2024
Q2 | $6.83M | Sell |
32,443
-1,197
| -4% | -$252K | 1.6% | 18 |
|
|
2024
Q1 | $5.77M | Sell |
33,640
-4,889
| -13% | -$838K | 1.41% | 25 |
|
|
2023
Q4 | $7.42M | Sell |
38,529
-997
| -3% | -$192K | 1.99% | 12 |
|
|
2023
Q3 | $6.77M | Sell |
39,526
-886
| -2% | -$152K | 1.99% | 15 |
|
|
2023
Q2 | $7.84M | Sell |
40,412
-4,857
| -11% | -$942K | 2.21% | 8 |
|
|
2023
Q1 | $7.46M | Sell |
45,269
-976
| -2% | -$161K | 2.14% | 11 |
|
|
2022
Q4 | $6.01M | Buy |
46,245
+8,706
| +23% | +$1.13M | 1.67% | 18 |
|
|
2022
Q3 | $5.19M | Buy |
37,539
+24
| +0.1% | +$3.32K | 2.48% | 10 |
|
|
2022
Q2 | $5.13M | Buy |
37,515
+209
| +0.6% | +$28.6K | 2.17% | 10 |
|
|
2022
Q1 | $6.51M | Sell |
37,306
-1,641
| -4% | -$287K | 2.72% | 7 |
|
|
2021
Q4 | $6.92M | Sell |
38,947
-2,554
| -6% | -$454K | 2.81% | 8 |
|
|
2021
Q3 | $5.87M | Buy |
+41,501
| New | +$5.87M | 2.64% | 9 |
|
|
2021
Q1 | $4.7M | Sell |
38,500
-2,046
| -5% | -$250K | 2.51% | 9 |
|
|
2020
Q4 | $5.38M | Sell |
40,546
-7,233
| -15% | -$960K | 2.98% | 4 |
|
|
2020
Q3 | $5.53M | Buy |
47,779
+34,496
| +260% | +$3.99M | 3.44% | 4 |
|
|
2020
Q2 | $4.85M | Sell |
13,283
-2,331
| -15% | -$850K | 3.16% | 4 |
|
|
2020
Q1 | $3.97M | Sell |
15,614
-1,835
| -11% | -$467K | 3.18% | 6 |
|
|
2019
Q4 | $5.12M | Sell |
17,449
-2,177
| -11% | -$639K | 2.93% | 4 |
|
|
2019
Q3 | $4.4M | Sell |
19,626
-4,683
| -19% | -$1.05M | 2.59% | 9 |
|
|
2019
Q2 | $4.81M | Sell |
24,309
-3,985
| -14% | -$789K | 2.74% | 6 |
|
|
2019
Q1 | $5.37M | Buy |
+28,294
| New | +$5.37M | 3.04% | 5 |
|