Sittner & Nelson’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7M | Sell |
169,070
-515
| -0.3% | -$106K | 13.95% | 1 |
|
|
2025
Q1 | $37.7M | Buy |
169,585
+688
| +0.4% | +$153K | 16.07% | 1 |
|
|
2024
Q4 | $42.3M | Sell |
168,897
-528
| -0.3% | -$132K | 18.33% | 1 |
|
|
2024
Q3 | $39.5M | Sell |
169,425
-393
| -0.2% | -$91.6K | 17.65% | 1 |
|
|
2024
Q2 | $35.8M | Sell |
169,818
-266
| -0.2% | -$56K | 17.61% | 1 |
|
|
2024
Q1 | $29.2M | Sell |
170,084
-1,209
| -0.7% | -$207K | 14.69% | 1 |
|
|
2023
Q4 | $33M | Sell |
171,293
-949
| -0.6% | -$183K | 17.63% | 1 |
|
|
2023
Q3 | $29.5M | Buy |
172,242
+133
| +0.1% | +$22.8K | 16.99% | 1 |
|
|
2023
Q2 | $33.4M | Sell |
172,109
-205
| -0.1% | -$39.8K | 18.34% | 1 |
|
|
2023
Q1 | $28.4M | Buy |
172,314
+1,404
| +0.8% | +$232K | 16.31% | 1 |
|
|
2022
Q4 | $22.2M | Buy |
170,910
+360
| +0.2% | +$46.8K | 13.58% | 1 |
|
|
2022
Q3 | $23.6M | Buy |
170,550
+2,542
| +2% | +$351K | 15.82% | 1 |
|
|
2022
Q2 | $23M | Buy |
168,008
+6,818
| +4% | +$932K | 14.99% | 1 |
|
|
2022
Q1 | $28.1M | Buy |
161,190
+497
| +0.3% | +$86.8K | 16.29% | 1 |
|
|
2021
Q4 | $28.5M | Buy |
160,693
+5,785
| +4% | +$1.03M | 16.61% | 1 |
|
|
2021
Q3 | $21.9M | Buy |
154,908
+21,591
| +16% | +$3.06M | 14.15% | 1 |
|
|
2021
Q2 | $18.3M | Buy |
133,317
+435
| +0.3% | +$59.6K | 12.87% | 1 |
|
|
2021
Q1 | $16.2M | Buy |
132,882
+98,690
| +289% | +$12.1M | 12.11% | 2 |
|
|
2020
Q4 | $4.54M | Buy |
+34,192
| New | +$4.54M | 4.07% | 2 |
|