Smith & Howard Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
14,879
+453
| +3% | +$92.9K | 0.77% | 24 |
|
|
2025
Q1 | $3.2M | Sell |
14,426
-71
| -0.5% | -$15.8K | 0.87% | 22 |
|
|
2024
Q4 | $3.63M | Buy |
14,497
+1,013
| +8% | +$254K | 1.03% | 23 |
|
|
2024
Q3 | $3.14M | Buy |
13,484
+107
| +0.8% | +$24.9K | 0.88% | 25 |
|
|
2024
Q2 | $2.82M | Sell |
13,377
-47
| -0.4% | -$9.9K | 0.84% | 25 |
|
|
2024
Q1 | $2.3M | Sell |
13,424
-1,140
| -8% | -$195K | 0.71% | 27 |
|
|
2023
Q4 | $2.8M | Buy |
14,564
+1,253
| +9% | +$241K | 0.99% | 25 |
|
|
2023
Q3 | $2.28M | Sell |
13,311
-354
| -3% | -$60.6K | 0.8% | 26 |
|
|
2023
Q2 | $2.65M | Buy |
13,665
+1,263
| +10% | +$245K | 0.93% | 24 |
|
|
2023
Q1 | $2.05M | Sell |
12,402
-2,307
| -16% | -$380K | 0.71% | 28 |
|
|
2022
Q4 | $1.91M | Sell |
14,709
-1,918
| -12% | -$249K | 0.73% | 27 |
|
|
2022
Q3 | $2.3M | Buy |
16,627
+455
| +3% | +$62.9K | 0.98% | 23 |
|
|
2022
Q2 | $2.21M | Buy |
16,172
+4,314
| +36% | +$590K | 0.94% | 25 |
|
|
2022
Q1 | $2.07M | Sell |
11,858
-2,549
| -18% | -$445K | 0.87% | 27 |
|
|
2021
Q4 | $2.56M | Sell |
14,407
-2,968
| -17% | -$527K | 1.16% | 24 |
|
|
2021
Q3 | $2.46M | Sell |
17,375
-199
| -1% | -$28.2K | 1.16% | 22 |
|
|
2021
Q2 | $2.41M | Sell |
17,574
-327
| -2% | -$44.8K | 1.14% | 23 |
|
|
2021
Q1 | $2.19M | Buy |
17,901
+2,525
| +16% | +$308K | 1.1% | 23 |
|
|
2020
Q4 | $2.04M | Sell |
15,376
-1,868
| -11% | -$248K | 1.09% | 23 |
|
|
2020
Q3 | $2M | Sell |
17,244
-72
| -0.4% | -$8.34K | 1.18% | 22 |
|
|
2020
Q2 | $1.58M | Sell |
17,316
-1,316
| -7% | -$120K | 0.98% | 22 |
|
|
2020
Q1 | $1.19M | Sell |
18,632
-1,024
| -5% | -$65.1K | 0.76% | 26 |
|
|
2019
Q4 | $1.44M | Buy |
19,656
+3,464
| +21% | +$254K | 0.49% | 30 |
|
|
2019
Q3 | $907K | Buy |
16,192
+1,548
| +11% | +$86.7K | 0.36% | 32 |
|
|
2019
Q2 | $725K | Sell |
14,644
-4,776
| -25% | -$236K | 0.31% | 29 |
|
|
2019
Q1 | $922K | Buy |
19,420
+84
| +0.4% | +$3.99K | 0.45% | 22 |
|
|
2018
Q4 | $763K | Buy |
19,336
+1,716
| +10% | +$67.7K | 0.42% | 22 |
|
|
2018
Q3 | $994K | Sell |
17,620
-9,184
| -34% | -$518K | 0.42% | 21 |
|
|
2018
Q2 | $1.24M | Buy |
26,804
+8,504
| +46% | +$393K | 0.54% | 19 |
|
|
2018
Q1 | $768K | Buy |
18,300
+28
| +0.2% | +$1.18K | 0.33% | 23 |
|
|
2017
Q4 | $773K | Hold |
18,272
| – | – | 0.36% | 23 |
|
|
2017
Q3 | $704K | Sell |
18,272
-4,504
| -20% | -$174K | 0.33% | 24 |
|
|
2017
Q2 | $820K | Buy |
22,776
+4,800
| +27% | +$173K | 0.39% | 23 |
|
|
2017
Q1 | $646K | Sell |
17,976
-2,612
| -13% | -$93.9K | 0.31% | 23 |
|
|
2016
Q4 | $596K | Sell |
20,588
-460
| -2% | -$13.3K | 0.31% | 24 |
|
|
2016
Q3 | $595K | Sell |
21,048
-5,156
| -20% | -$146K | 0.31% | 26 |
|
|
2016
Q2 | $626K | Sell |
26,204
-9,900
| -27% | -$237K | 0.3% | 25 |
|
|
2016
Q1 | $984K | Buy |
36,104
+5,464
| +18% | +$149K | 0.41% | 21 |
|
|
2015
Q4 | $806K | Sell |
30,640
-3,656
| -11% | -$96.2K | 0.39% | 23 |
|
|
2015
Q3 | $946K | Sell |
34,296
-420
| -1% | -$11.6K | 0.46% | 16 |
|
|
2015
Q2 | $1.09M | Buy |
34,716
+856
| +3% | +$26.9K | 0.48% | 18 |
|
|
2015
Q1 | $1.05M | Buy |
33,860
+3,840
| +13% | +$119K | 0.46% | 17 |
|
|
2014
Q4 | $828K | Sell |
30,020
-1,124
| -4% | -$31K | 0.4% | 19 |
|
|
2014
Q3 | $784K | Sell |
31,144
-4,360
| -12% | -$110K | 0.41% | 18 |
|
|
2014
Q2 | $825K | Buy |
+35,504
| New | +$825K | 0.43% | 18 |
|
|
2014
Q1 | – | Sell |
-30,604
| Closed | -$613K | – | 40 |
|
|
2013
Q4 | $613K | Sell |
30,604
-280
| -0.9% | -$5.61K | 0.34% | 21 |
|
|
2013
Q3 | $526K | Buy |
30,884
+588
| +2% | +$10K | 0.31% | 21 |
|
|
2013
Q2 | $429K | Buy |
+30,296
| New | +$429K | 0.27% | 21 |
|