Sightline Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
3,834
-947
| -20% | -$194K | 0.38% | 41 |
|
|
2025
Q1 | $1.06M | Hold |
4,781
| – | – | 0.56% | 35 |
|
|
2024
Q4 | $1.2M | Buy |
4,781
+1
| +0% | +$250 | 0.65% | 32 |
|
|
2024
Q3 | $1.11M | Hold |
4,780
| – | – | 0.61% | 33 |
|
|
2024
Q2 | $1.01M | Buy |
4,780
+1,633
| +52% | +$344K | 0.63% | 33 |
|
|
2024
Q1 | $540K | Buy |
3,147
+367
| +13% | +$62.9K | 0.36% | 46 |
|
|
2023
Q4 | $535K | Hold |
2,780
| – | – | 0.41% | 41 |
|
|
2023
Q3 | $476K | Buy |
2,780
+1
| +0% | +$171 | 0.44% | 42 |
|
|
2023
Q2 | $458K | Buy |
2,779
+44
| +2% | +$7.26K | 0.46% | 35 |
|
|
2023
Q1 | $451K | Sell |
2,735
-1,179
| -30% | -$194K | 0.46% | 36 |
|
|
2022
Q4 | $509K | Buy |
3,914
+2,284
| +140% | +$297K | 0.55% | 31 |
|
|
2022
Q3 | $232K | Hold |
1,630
| – | – | 0.27% | 44 |
|
|
2022
Q2 | $221K | Hold |
1,630
| – | – | 0.22% | 46 |
|
|
2022
Q1 | $285K | Sell |
1,630
-30
| -2% | -$5.25K | 0.24% | 46 |
|
|
2021
Q4 | $299K | Hold |
1,660
| – | – | 0.27% | 37 |
|
|
2021
Q3 | $235K | Buy |
+1,660
| New | +$235K | 0.2% | 45 |
|