SDAM
Shulman DeMeo Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
63,219
-419
| -0.7% | -$86K | 3.21% | 4 |
|
|
2025
Q1 | $14.1M | Sell |
63,638
-156
| -0.2% | -$34.7K | 3.97% | 2 |
|
|
2024
Q4 | $16M | Sell |
63,794
-6,249
| -9% | -$1.56M | 4.31% | 2 |
|
|
2024
Q3 | $16.5M | Buy |
70,043
+88
| +0.1% | +$20.7K | 4.04% | 3 |
|
|
2024
Q2 | $14.7M | Sell |
69,955
-142
| -0.2% | -$29.9K | 3.85% | 3 |
|
|
2024
Q1 | $12M | Buy |
70,097
+196
| +0.3% | +$33.6K | 3.18% | 4 |
|
|
2023
Q4 | $13.5M | Buy |
69,901
+422
| +0.6% | +$81.2K | 3.82% | 3 |
|
|
2023
Q3 | $11.9M | Sell |
69,479
-414
| -0.6% | -$70.9K | 3.97% | 2 |
|
|
2023
Q2 | $13.6M | Buy |
69,893
+4,140
| +6% | +$803K | 4.06% | 3 |
|
|
2023
Q1 | $10.8M | Buy |
65,753
+137
| +0.2% | +$22.6K | 3.41% | 4 |
|
|
2022
Q4 | $8.53M | Sell |
65,616
-40
| -0.1% | -$5.2K | 2.84% | 5 |
|
|
2022
Q3 | $9.07M | Sell |
65,656
-149
| -0.2% | -$20.6K | 3.22% | 3 |
|
|
2022
Q2 | $9M | Buy |
65,805
+493
| +0.8% | +$67.4K | 2.97% | 4 |
|
|
2022
Q1 | $11.4M | Sell |
65,312
-1,146
| -2% | -$200K | 3.16% | 4 |
|
|
2021
Q4 | $11.8M | Sell |
66,458
-1,126
| -2% | -$200K | 3.08% | 4 |
|
|
2021
Q3 | $9.56M | Buy |
+67,584
| New | +$9.56M | 8.3% | 4 |
|
|
2021
Q2 | – | Sell |
-67,685
| Closed | -$8.27M | – | 64 |
|
|
2021
Q1 | $8.27M | Sell |
67,685
-789
| -1% | -$96.4K | 2.25% | 7 |
|
|
2020
Q4 | $9.09M | Sell |
68,474
-246
| -0.4% | -$32.6K | 2.59% | 5 |
|
|
2020
Q3 | $7.96M | Buy |
68,720
+49,227
| +253% | +$5.7M | 2.66% | 5 |
|
|
2020
Q2 | $7.11M | Sell |
19,493
-40
| -0.2% | -$14.6K | 2.75% | 4 |
|
|
2020
Q1 | $4.97M | Buy |
19,533
+1,619
| +9% | +$412K | 2.31% | 7 |
|
|
2019
Q4 | $5.26M | Sell |
17,914
-346
| -2% | -$102K | 1.82% | 9 |
|
|
2019
Q3 | $4.09M | Sell |
18,260
-485
| -3% | -$109K | 1.37% | 13 |
|
|
2019
Q2 | $3.71M | Buy |
18,745
+31
| +0.2% | +$6.14K | 1.37% | 11 |
|
|
2019
Q1 | $3.56M | Sell |
18,714
-252
| -1% | -$47.9K | 1.35% | 11 |
|
|
2018
Q4 | $2.99M | Buy |
+18,966
| New | +$2.99M | 1.65% | 6 |
|