SDH
Sloy Dahl & Holst’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6M | Sell |
193,228
-28,552
| -13% | -$5.86M | 5.51% | 2 |
|
|
2025
Q1 | $49.3M | Sell |
221,780
-31,661
| -12% | -$7.03M | 8.61% | 2 |
|
|
2024
Q4 | $63.5M | Sell |
253,441
-82,947
| -25% | -$20.8M | 8.05% | 2 |
|
|
2024
Q3 | $78.4M | Sell |
336,388
-25,077
| -7% | -$5.84M | 13.38% | 2 |
|
|
2024
Q2 | $76.1M | Sell |
361,465
-2,159
| -0.6% | -$455K | 15.99% | 2 |
|
|
2024
Q1 | $62.4M | Sell |
363,624
-35,948
| -9% | -$6.16M | 14.72% | 2 |
|
|
2023
Q4 | $76.9M | Sell |
399,572
-12,047
| -3% | -$2.32M | 15.78% | 2 |
|
|
2023
Q3 | $70.5M | Sell |
411,619
-22,364
| -5% | -$3.83M | 15.33% | 2 |
|
|
2023
Q2 | $84.2M | Buy |
433,983
+294
| +0.1% | +$57K | 15.38% | 2 |
|
|
2023
Q1 | $71.5M | Buy |
433,689
+30,907
| +8% | +$5.1M | 16.16% | 2 |
|
|
2022
Q4 | $52.3M | Sell |
402,782
-24,254
| -6% | -$3.15M | 18.27% | 2 |
|
|
2022
Q3 | $59M | Sell |
427,036
-1,132
| -0.3% | -$156K | 12.45% | 2 |
|
|
2022
Q2 | $58.5M | Sell |
428,168
-955
| -0.2% | -$131K | 13.97% | 2 |
|
|
2022
Q1 | $74.9M | Buy |
429,123
+2,755
| +0.6% | +$481K | 12.44% | 2 |
|
|
2021
Q4 | $60.3M | Hold |
426,368
| – | – | 12.83% | 2 |
|
|
2021
Q3 | $60.3M | Sell |
426,368
-15,390
| -3% | -$2.18M | 12.83% | 2 |
|
|
2021
Q2 | $60.5M | Sell |
441,758
-173,299
| -28% | -$23.7M | 8.14% | 4 |
|
|
2021
Q1 | $75.1M | Buy |
615,057
+428,837
| +230% | +$52.4M | 10.74% | 4 |
|
|
2020
Q4 | $45.4M | Sell |
186,220
-314,749
| -63% | -$76.8M | 21.75% | 2 |
|
|
2020
Q3 | $58.5M | Buy |
500,969
+353,853
| +241% | +$41.4M | 22.29% | 2 |
|
|
2020
Q2 | $55.2M | Buy |
147,116
+4,909
| +3% | +$1.84M | 26.13% | 2 |
|
|
2020
Q1 | $36.2M | Buy |
142,207
+25,218
| +22% | +$6.41M | 27.59% | 2 |
|
|
2019
Q4 | $34.4M | Buy |
+116,989
| New | +$34.4M | 31.97% | 1 |
|