SFM
Signet Financial Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
117,498
+292
| +0.2% | +$59.9K | 3.03% | 3 |
|
|
2025
Q1 | $26M | Sell |
117,206
-28,467
| -20% | -$6.32M | 3.51% | 3 |
|
|
2024
Q4 | $36.5M | Sell |
145,673
-798
| -0.5% | -$200K | 4.66% | 2 |
|
|
2024
Q3 | $34.1M | Sell |
146,471
-1,298
| -0.9% | -$302K | 4.35% | 2 |
|
|
2024
Q2 | $31.1M | Sell |
147,769
-2,596
| -2% | -$547K | 4.2% | 2 |
|
|
2024
Q1 | $25.8M | Sell |
150,365
-1
| -0% | -$171 | 3.54% | 3 |
|
|
2023
Q4 | $29M | Sell |
150,366
-2,715
| -2% | -$523K | 4.33% | 1 |
|
|
2023
Q3 | $26.2M | Sell |
153,081
-8,308
| -5% | -$1.42M | 4.33% | 1 |
|
|
2023
Q2 | $31.3M | Sell |
161,389
-586
| -0.4% | -$114K | 4.95% | 1 |
|
|
2023
Q1 | $26.7M | Sell |
161,975
-200
| -0.1% | -$33K | 4.5% | 1 |
|
|
2022
Q4 | $21.1M | Sell |
162,175
-2,415
| -1% | -$314K | 3.76% | 2 |
|
|
2022
Q3 | $22.7M | Sell |
164,590
-438
| -0.3% | -$60.5K | 4.45% | 1 |
|
|
2022
Q2 | $22.6M | Sell |
165,028
-8,096
| -5% | -$1.11M | 4.3% | 2 |
|
|
2022
Q1 | $30.2M | Sell |
173,124
-885
| -0.5% | -$155K | 5.06% | 1 |
|
|
2021
Q4 | $30.9M | Sell |
174,009
-3,471
| -2% | -$616K | 4.68% | 1 |
|
|
2021
Q3 | $25.1M | Buy |
+177,480
| New | +$25.1M | 4.34% | 1 |
|
|
2021
Q2 | – | Sell |
-182,833
| Closed | -$22.3M | – | 119 |
|
|
2021
Q1 | $22.3M | Sell |
182,833
-1,076
| -0.6% | -$131K | 4.19% | 1 |
|
|
2020
Q4 | $24.4M | Sell |
183,909
-798
| -0.4% | -$106K | 4.93% | 1 |
|
|
2020
Q3 | $21.2M | Buy |
184,707
+136,703
| +285% | +$15.7M | 4.7% | 1 |
|
|
2020
Q2 | $21.6M | Sell |
48,004
-3,249
| -6% | -$1.46M | 4.82% | 1 |
|
|
2020
Q1 | $16M | Sell |
51,253
-5,461
| -10% | -$1.7M | 3.76% | 1 |
|
|
2019
Q4 | $16.7M | Sell |
56,714
-1,324
| -2% | -$389K | 3.11% | 1 |
|
|
2019
Q3 | $15.2M | Sell |
58,038
-2,041
| -3% | -$535K | 2.98% | 1 |
|
|
2019
Q2 | $12.5M | Sell |
60,079
-2,947
| -5% | -$612K | 2.47% | 2 |
|
|
2019
Q1 | $13.2M | Sell |
63,026
-4,688
| -7% | -$981K | 2.58% | 2 |
|
|
2018
Q4 | $10.7M | Sell |
67,714
-3,146
| -4% | -$496K | 2.33% | 3 |
|
|
2018
Q3 | $16M | Sell |
70,860
-3,286
| -4% | -$742K | 2.8% | 1 |
|
|
2018
Q2 | $13.7M | Buy |
74,146
+11,676
| +19% | +$2.16M | 2.42% | 2 |
|
|
2018
Q1 | $10.5M | Sell |
62,470
-2,187
| -3% | -$367K | 1.88% | 3 |
|
|
2017
Q4 | $10.9M | Sell |
64,657
-1,979
| -3% | -$335K | 2.04% | 3 |
|
|
2017
Q3 | $10.3M | Buy |
66,636
+2,750
| +4% | +$424K | 2.01% | 6 |
|
|
2017
Q2 | $9.2M | Sell |
63,886
-5,973
| -9% | -$860K | 1.94% | 6 |
|
|
2017
Q1 | $10M | Sell |
69,859
-7,529
| -10% | -$1.08M | 2.18% | 6 |
|
|
2016
Q4 | $8.96M | Buy |
77,388
+4,360
| +6% | +$505K | 2.14% | 5 |
|
|
2016
Q3 | $8.26M | Sell |
73,028
-3,715
| -5% | -$420K | 1.94% | 7 |
|
|
2016
Q2 | $7.34M | Sell |
76,743
-42,830
| -36% | -$4.09M | 1.7% | 15 |
|
|
2016
Q1 | $13M | Sell |
119,573
-66,919
| -36% | -$7.29M | 2.75% | 2 |
|
|
2015
Q4 | $19.6M | Buy |
186,492
+67,775
| +57% | +$7.13M | 4.02% | 2 |
|
|
2015
Q3 | $13.1M | Buy |
118,717
+30,794
| +35% | +$3.4M | 2.97% | 2 |
|
|
2015
Q2 | $11M | Buy |
87,923
+25,714
| +41% | +$3.23M | 2.54% | 3 |
|
|
2015
Q1 | $7.74M | Buy |
62,209
+11,525
| +23% | +$1.43M | 2.14% | 6 |
|
|
2014
Q4 | $5.6M | Buy |
+50,684
| New | +$5.6M | 2.04% | 6 |
|