Smart Money Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
9,946
+875
| +10% | +$180K | 0.64% | 17 |
|
|
2025
Q1 | $2.01M | Buy |
9,071
+1,780
| +24% | +$395K | 0.69% | 15 |
|
|
2024
Q4 | $1.83M | Buy |
7,291
+592
| +9% | +$148K | 0.63% | 36 |
|
|
2024
Q3 | $1.51M | Buy |
6,699
+250
| +4% | +$56.5K | 0.54% | 38 |
|
|
2024
Q2 | $1.43M | Buy |
6,449
+140
| +2% | +$31.1K | 0.51% | 36 |
|
|
2024
Q1 | $1.07M | Buy |
6,309
+1,400
| +29% | +$238K | 0.42% | 42 |
|
|
2023
Q4 | $945K | Buy |
4,909
+804
| +20% | +$155K | 0.41% | 38 |
|
|
2023
Q3 | $703K | Buy |
4,105
+171
| +4% | +$29.3K | 0.33% | 43 |
|
|
2023
Q2 | $763K | Buy |
3,934
+248
| +7% | +$48.1K | 0.36% | 37 |
|
|
2023
Q1 | $625K | Sell |
3,686
-1
| -0% | -$170 | 0.31% | 34 |
|
|
2022
Q4 | $479K | Buy |
3,687
+111
| +3% | +$14.4K | 0.25% | 34 |
|
|
2022
Q3 | $494K | Buy |
3,576
+172
| +5% | +$23.8K | 0.34% | 30 |
|
|
2022
Q2 | $465K | Sell |
3,404
-46
| -1% | -$6.28K | 0.32% | 37 |
|
|
2022
Q1 | $602K | Buy |
3,450
+29
| +0.8% | +$5.06K | 0.4% | 38 |
|
|
2021
Q4 | $608K | Buy |
3,421
+267
| +8% | +$47.5K | 0.39% | 44 |
|
|
2021
Q3 | $446K | Buy |
3,154
+2,372
| +303% | +$335K | 0.32% | 43 |
|
|
2021
Q2 | $285K | Sell |
782
-2,307
| -75% | -$841K | 0.33% | 39 |
|
|
2021
Q1 | $377K | Sell |
3,089
-81
| -3% | -$9.89K | 0.31% | 47 |
|
|
2020
Q4 | $421K | Sell |
3,170
-5,504
| -63% | -$731K | 0.35% | 38 |
|
|
2020
Q3 | $1.01M | Buy |
8,674
+4,498
| +108% | +$521K | 0.43% | 56 |
|
|
2020
Q2 | $381K | Sell |
4,176
-156
| -4% | -$14.2K | 0.23% | 61 |
|
|
2020
Q1 | $276K | Sell |
4,332
-428
| -9% | -$27.3K | 0.19% | 68 |
|
|
2019
Q4 | $349K | Buy |
4,760
+228
| +5% | +$16.7K | 0.2% | 64 |
|
|
2019
Q3 | $253K | Sell |
4,532
-44
| -1% | -$2.46K | 0.2% | 58 |
|
|
2019
Q2 | $227K | Buy |
4,576
+76
| +2% | +$3.77K | 0.19% | 59 |
|
|
2019
Q1 | $214K | Buy |
+4,500
| New | +$214K | 0.19% | 59 |
|