SA
Sicart Associates’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.36M | Sell |
16,364
-3,621
| -18% | -$743K | 1.17% | 28 |
|
2025
Q1 | $4.44M | Sell |
19,985
-679
| -3% | -$151K | 1.54% | 27 |
|
2024
Q4 | $5.17M | Hold |
20,664
| – | – | 1.85% | 24 |
|
2024
Q3 | $4.81M | Hold |
20,664
| – | – | 1.69% | 26 |
|
2024
Q2 | $4.35M | Sell |
20,664
-4,335
| -17% | -$913K | 1.67% | 27 |
|
2024
Q1 | $4.29M | Hold |
24,999
| – | – | 1.57% | 22 |
|
2023
Q4 | $4.81M | Buy |
24,999
+270
| +1% | +$52K | 1.84% | 21 |
|
2023
Q3 | $4.23M | Hold |
24,729
| – | – | 1.66% | 23 |
|
2023
Q2 | $4.8M | Buy |
24,729
+85
| +0.3% | +$16.5K | 1.86% | 21 |
|
2023
Q1 | $4.06M | Sell |
24,644
-8,793
| -26% | -$1.45M | 1.58% | 26 |
|
2022
Q4 | $4.34M | Buy |
33,437
+1,634
| +5% | +$212K | 1.53% | 24 |
|
2022
Q3 | $4.4M | Sell |
31,803
-5,140
| -14% | -$710K | 1.56% | 26 |
|
2022
Q2 | $5.05M | Sell |
36,943
-14
| -0% | -$1.91K | 1.57% | 25 |
|
2022
Q1 | $6.45M | Sell |
36,957
-456
| -1% | -$79.6K | 1.67% | 23 |
|
2021
Q4 | $6.67M | Buy |
37,413
+1,530
| +4% | +$273K | 1.74% | 21 |
|
2021
Q3 | $5.08M | Sell |
35,883
-4,150
| -10% | -$587K | 1.38% | 26 |
|
2021
Q2 | $5.48M | Hold |
40,033
| – | – | 1.31% | 27 |
|
2021
Q1 | $4.89M | Buy |
40,033
+140
| +0.4% | +$17.1K | 1.29% | 27 |
|
2020
Q4 | $5.29M | Sell |
39,893
-3,727
| -9% | -$494K | 1.31% | 27 |
|
2020
Q3 | $5.05M | Buy |
43,620
+32,688
| +299% | +$3.79M | 1.51% | 19 |
|
2020
Q2 | $3.99M | Hold |
10,932
| – | – | 1.28% | 22 |
|
2020
Q1 | $2.78M | Buy |
10,932
+600
| +6% | +$153K | 1.06% | 24 |
|
2019
Q4 | $3.03M | Sell |
10,332
-3,585
| -26% | -$1.05M | 1.01% | 26 |
|
2019
Q3 | $3.12M | Buy |
13,917
+3,627
| +35% | +$812K | 1.02% | 23 |
|
2019
Q2 | $2.04M | Hold |
10,290
| – | – | 0.83% | 30 |
|
2019
Q1 | $1.96M | Hold |
10,290
| – | – | 0.83% | 29 |
|
2018
Q4 | $1.62M | Sell |
10,290
-200
| -2% | -$31.5K | 0.79% | 29 |
|
2018
Q3 | $2.37M | Hold |
10,490
| – | – | 1.14% | 24 |
|
2018
Q2 | $1.94M | Sell |
10,490
-300
| -3% | -$55.5K | 1.02% | 23 |
|
2018
Q1 | $1.81M | Sell |
10,790
-17,530
| -62% | -$2.94M | 1.08% | 24 |
|
2017
Q4 | $4.79M | Buy |
28,320
+4,500
| +19% | +$762K | 2.53% | 9 |
|
2017
Q3 | $3.67M | Hold |
23,820
| – | – | 2.63% | 10 |
|
2017
Q2 | $3.43M | Buy |
23,820
+500
| +2% | +$72K | 2.49% | 11 |
|
2017
Q1 | $3.35M | Sell |
23,320
-1,500
| -6% | -$215K | 2.42% | 13 |
|
2016
Q4 | $2.88M | Buy |
+24,820
| New | +$2.88M | 1.98% | 14 |
|