SAM
Smartleaf Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Sell |
144,550
-21,922
| -13% | -$4.41M | 2.56% | 3 |
|
|
2025
Q1 | $36.3M | Buy |
166,472
+5,467
| +3% | +$1.19M | 3.5% | 1 |
|
|
2024
Q4 | $40.6M | Buy |
161,005
+27,852
| +21% | +$7.02M | 4.14% | 1 |
|
|
2024
Q3 | $30.3M | Buy |
133,153
+34,961
| +36% | +$7.96M | 3.68% | 1 |
|
|
2024
Q2 | $21M | Buy |
98,192
+19,221
| +24% | +$4.12M | 3.45% | 2 |
|
|
2024
Q1 | $13.7M | Buy |
78,971
+22,289
| +39% | +$3.86M | 2.65% | 3 |
|
|
2023
Q4 | $10.5M | Buy |
+56,682
| New | +$10.5M | 2.8% | 2 |
|