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Smith Anglin Financial’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.7M Buy
110,455
+1,580
+1% +$324K 2.05% 12
2025
Q1
$24.2M Buy
108,875
+1,773
+2% +$394K 2.56% 9
2024
Q4
$26.8M Sell
107,102
-2,281
-2% -$571K 2.52% 9
2024
Q3
$25.5M Buy
109,383
+134
+0.1% +$31.2K 2.45% 9
2024
Q2
$23M Sell
109,249
-471
-0.4% -$99.2K 2.33% 13
2024
Q1
$18.8M Sell
109,720
-333
-0.3% -$57.1K 1.94% 15
2023
Q4
$21.2M Sell
110,053
-5,153
-4% -$992K 2.43% 14
2023
Q3
$19.7M Sell
115,206
-1,601
-1% -$274K 2.4% 15
2023
Q2
$22.7M Sell
116,807
-3,680
-3% -$714K 2.75% 13
2023
Q1
$19.9M Buy
120,487
+2,402
+2% +$396K 2.96% 13
2022
Q4
$15.3M Sell
118,085
-273
-0.2% -$35.5K 2.9% 13
2022
Q3
$16.4M Sell
118,358
-269
-0.2% -$37.2K 3.45% 11
2022
Q2
$16.2M Buy
118,627
+166
+0.1% +$22.7K 4.74% 7
2022
Q1
$20.7M Sell
118,461
-1,428
-1% -$249K 4.79% 7
2021
Q4
$21.3M Sell
119,889
-8,113
-6% -$1.44M 3.63% 9
2021
Q3
$18.1M Buy
128,002
+22,334
+21% +$3.16M 3.53% 10
2021
Q2
$14.5M Sell
105,668
-2,269
-2% -$311K 2.79% 13
2021
Q1
$13.2M Buy
107,937
+2,189
+2% +$267K 2.85% 12
2020
Q4
$14M Buy
+105,748
New +$14M 2.51% 14