Smart Portfolios LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
10,604
-35
| -0.3% | -$7.18K | 2.19% | 11 |
|
|
2025
Q1 | $2.36M | Buy |
10,639
+499
| +5% | +$111K | 2.57% | 6 |
|
|
2024
Q4 | $2.54M | Sell |
10,140
-281
| -3% | -$70.4K | 2.66% | 6 |
|
|
2024
Q3 | $2.43M | Sell |
10,421
-373
| -3% | -$86.9K | 2.48% | 6 |
|
|
2024
Q2 | $2.27M | Buy |
10,794
+503
| +5% | +$106K | 2.29% | 9 |
|
|
2024
Q1 | $1.76M | Hold |
10,291
| – | – | 1.86% | 13 |
|
|
2023
Q4 | $1.93M | Buy |
+10,291
| New | +$1.93M | 2.26% | 12 |
|
|
2020
Q4 | – | Sell |
-3,270
| Closed | -$379K | – | 31 |
|
|
2020
Q3 | $379K | Buy |
3,270
+18
| +0.6% | +$2.09K | 0.43% | 26 |
|
|
2020
Q2 | $361K | Buy |
3,252
+52
| +2% | +$5.77K | 0.4% | 27 |
|
|
2020
Q1 | $203K | Hold |
3,200
| – | – | 0.29% | 30 |
|
|
2019
Q4 | $235K | Hold |
3,200
| – | – | 0.21% | 40 |
|
|
2019
Q3 | $208K | Buy |
+3,200
| New | +$208K | 0.18% | 43 |
|
|
2019
Q2 | – | Sell |
-3,200
| Closed | -$152K | – | 45 |
|
|
2019
Q1 | $152K | Hold |
3,200
| – | – | 0.13% | 57 |
|
|
2018
Q4 | $126K | Hold |
3,200
| – | – | 0.1% | 58 |
|
|
2018
Q3 | $181K | Hold |
3,200
| – | – | 0.11% | 49 |
|
|
2018
Q2 | $148K | Hold |
3,200
| – | – | 0.1% | 54 |
|
|
2018
Q1 | $134K | Buy |
+3,200
| New | +$134K | 0.09% | 50 |
|