SEIA
Signature Estate & Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3M | Buy |
464,527
+13,083
| +3% | +$2.68M | 2.2% | 9 |
|
|
2025
Q1 | $100M | Buy |
451,444
+51,289
| +13% | +$11.4M | 2.64% | 6 |
|
|
2024
Q4 | $100M | Buy |
400,155
+3,647
| +0.9% | +$913K | 2.51% | 6 |
|
|
2024
Q3 | $92.4M | Sell |
396,508
-12,289
| -3% | -$2.86M | 2.13% | 8 |
|
|
2024
Q2 | $86.1M | Buy |
408,797
+100,401
| +33% | +$21.1M | 2.15% | 8 |
|
|
2024
Q1 | $52.9M | Buy |
308,396
+15,160
| +5% | +$2.6M | 1.49% | 21 |
|
|
2023
Q4 | $56.5M | Sell |
293,236
-1,480
| -0.5% | -$285K | 1.66% | 14 |
|
|
2023
Q3 | $50.5M | Buy |
294,716
+3,210
| +1% | +$550K | 1.71% | 12 |
|
|
2023
Q2 | $56.5M | Sell |
291,506
-37,539
| -11% | -$7.28M | 1.87% | 13 |
|
|
2023
Q1 | $54.3M | Buy |
329,045
+13,919
| +4% | +$2.3M | 1.9% | 13 |
|
|
2022
Q4 | $40.9M | Buy |
315,126
+3,292
| +1% | +$428K | 1.47% | 19 |
|
|
2022
Q3 | $43.1M | Sell |
311,834
-3,919
| -1% | -$542K | 2.03% | 11 |
|
|
2022
Q2 | $43.2M | Buy |
315,753
+10,671
| +3% | +$1.46M | 2.18% | 10 |
|
|
2022
Q1 | $53.3M | Sell |
305,082
-925
| -0.3% | -$162K | 2.44% | 9 |
|
|
2021
Q4 | $54.3M | Sell |
306,007
-27,938
| -8% | -$4.96M | 2.44% | 9 |
|
|
2021
Q3 | $47.3M | Sell |
333,945
-16,642
| -5% | -$2.35M | 2.31% | 9 |
|
|
2021
Q2 | $48M | Buy |
350,587
+15,403
| +5% | +$2.11M | 2.16% | 10 |
|
|
2021
Q1 | $40.9M | Buy |
335,184
+18,771
| +6% | +$2.29M | 1.99% | 12 |
|
|
2020
Q4 | $42M | Sell |
316,413
-1,527
| -0.5% | -$203K | 2.27% | 10 |
|
|
2020
Q3 | $36.8M | Buy |
317,940
+221,703
| +230% | +$25.7M | 2.29% | 10 |
|
|
2020
Q2 | $35.1M | Sell |
96,237
-7,462
| -7% | -$2.72M | 2.49% | 8 |
|
|
2020
Q1 | $26.4M | Sell |
103,699
-14,024
| -12% | -$3.57M | 2.1% | 12 |
|
|
2019
Q4 | $34.6M | Sell |
117,723
-18,612
| -14% | -$5.47M | 2.11% | 12 |
|
|
2019
Q3 | $30.5M | Buy |
136,335
+4,792
| +4% | +$1.07M | 2.03% | 11 |
|
|
2019
Q2 | $26M | Sell |
131,543
-8,092
| -6% | -$1.6M | 1.72% | 17 |
|
|
2019
Q1 | $26.5M | Buy |
139,635
+11,941
| +9% | +$2.27M | 1.79% | 11 |
|
|
2018
Q4 | $20.1M | Buy |
127,694
+114,047
| +836% | +$18M | 1.78% | 19 |
|
|
2018
Q3 | $3.08M | Buy |
13,647
+2,716
| +25% | +$613K | 0.28% | 55 |
|
|
2018
Q2 | $2.02M | Buy |
10,931
+276
| +3% | +$51.1K | 0.19% | 60 |
|
|
2018
Q1 | $1.79M | Buy |
10,655
+1,178
| +12% | +$198K | 0.18% | 65 |
|
|
2017
Q4 | $1.6M | Buy |
9,477
+253
| +3% | +$42.8K | 0.16% | 72 |
|
|
2017
Q3 | $1.42M | Sell |
9,224
-259
| -3% | -$39.9K | 0.16% | 69 |
|
|
2017
Q2 | $1.37M | Sell |
9,483
-5,270
| -36% | -$759K | 0.16% | 65 |
|
|
2017
Q1 | $2.12M | Sell |
14,753
-954
| -6% | -$137K | 0.26% | 51 |
|
|
2016
Q4 | $1.82M | Buy |
15,707
+6,141
| +64% | +$711K | 0.25% | 53 |
|
|
2016
Q3 | $1.08M | Sell |
9,566
-1,392
| -13% | -$157K | 0.16% | 64 |
|
|
2016
Q2 | $1.05M | Buy |
10,958
+1,816
| +20% | +$174K | 0.17% | 62 |
|
|
2016
Q1 | $996K | Buy |
9,142
+2,394
| +35% | +$261K | 0.16% | 68 |
|
|
2015
Q4 | $710K | Buy |
6,748
+345
| +5% | +$36.3K | 0.12% | 80 |
|
|
2015
Q3 | $706K | Sell |
6,403
-84,749
| -93% | -$9.34M | 0.15% | 66 |
|
|
2015
Q2 | $11.4M | Buy |
91,152
+8,889
| +11% | +$1.11M | 2.55% | 11 |
|
|
2015
Q1 | $10.2M | Buy |
82,263
+2,423
| +3% | +$301K | 2.7% | 12 |
|
|
2014
Q4 | $8.81M | Sell |
79,840
-704
| -0.9% | -$77.7K | 2.93% | 9 |
|
|
2014
Q3 | $8.12M | Buy |
80,544
+7,502
| +10% | +$756K | 2.9% | 10 |
|
|
2014
Q2 | $6.79M | Buy |
73,042
+63,092
| +634% | +$5.86M | 2.39% | 13 |
|
|
2014
Q1 | $5.34M | Buy |
9,950
+1,440
| +17% | +$773K | 2.09% | 17 |
|
|
2013
Q4 | $4.77M | Sell |
8,510
-474
| -5% | -$266K | 2.36% | 15 |
|
|
2013
Q3 | $4.28M | Buy |
8,984
+2,284
| +34% | +$1.09M | 2.47% | 13 |
|
|
2013
Q2 | $2.66M | Buy |
+6,700
| New | +$2.66M | 1.91% | 27 |
|