SSW
Smith Shellnut Wilson’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Sell |
31,908
-250
| -0.8% | -$51.3K | 2.84% | 8 |
|
|
2025
Q1 | $7.14M | Buy |
32,158
+12
| +0% | +$2.67K | 3.27% | 8 |
|
|
2024
Q4 | $8.05M | Buy |
32,146
+149
| +0.5% | +$37.3K | 3.56% | 8 |
|
|
2024
Q3 | $7.46M | Hold |
31,997
| – | – | 3.37% | 8 |
|
|
2024
Q2 | $6.74M | Hold |
31,997
| – | – | 3.27% | 8 |
|
|
2024
Q1 | $5.49M | Hold |
31,997
| – | – | 2.91% | 9 |
|
|
2023
Q4 | $6.16M | Hold |
31,997
| – | – | 3.53% | 7 |
|
|
2023
Q3 | $5.48M | Sell |
31,997
-87
| -0.3% | -$14.9K | 3.35% | 7 |
|
|
2023
Q2 | $6.22M | Sell |
32,084
-540
| -2% | -$105K | 3.51% | 7 |
|
|
2023
Q1 | $5.38M | Hold |
32,624
| – | – | 3.27% | 8 |
|
|
2022
Q4 | $4.24M | Sell |
32,624
-1,056
| -3% | -$137K | 2.62% | 10 |
|
|
2022
Q3 | $4.66M | Sell |
33,680
-2,457
| -7% | -$340K | 3.09% | 8 |
|
|
2022
Q2 | $4.94M | Hold |
36,137
| – | – | 3.06% | 8 |
|
|
2022
Q1 | $6.31M | Sell |
36,137
-1,627
| -4% | -$284K | 3.3% | 8 |
|
|
2021
Q4 | $6.71M | Sell |
37,764
-47
| -0.1% | -$8.35K | 3.32% | 6 |
|
|
2021
Q3 | $5.35M | Buy |
37,811
+5,665
| +18% | +$802K | 3.1% | 7 |
|
|
2021
Q2 | $4.4M | Sell |
32,146
-3,364
| -9% | -$461K | 2.56% | 8 |
|
|
2021
Q1 | $4.34M | Sell |
35,510
-694
| -2% | -$84.8K | 2.65% | 9 |
|
|
2020
Q4 | $4.8M | Buy |
36,204
+400
| +1% | +$53.1K | 2.86% | 11 |
|
|
2020
Q3 | $4.15K | Buy |
35,804
+26,853
| +300% | +$3.11K | 1.55% | 15 |
|
|
2020
Q2 | $3.27M | Hold |
8,951
| – | – | 2.34% | 13 |
|
|
2020
Q1 | $2.28M | Sell |
8,951
-361
| -4% | -$91.8K | 1.91% | 15 |
|
|
2019
Q4 | $2.73M | Buy |
9,312
+20
| +0.2% | +$5.87K | 1.82% | 15 |
|
|
2019
Q3 | $2.08M | Buy |
9,292
+94
| +1% | +$21.1K | 1.54% | 20 |
|
|
2019
Q2 | $1.82M | Sell |
9,198
-324
| -3% | -$64.1K | 1.37% | 22 |
|
|
2019
Q1 | $1.81M | Sell |
9,522
-326
| -3% | -$61.9K | 1.43% | 21 |
|
|
2018
Q4 | $1.55M | Sell |
9,848
-872
| -8% | -$138K | 1.66% | 16 |
|
|
2018
Q3 | $2.42M | Buy |
+10,720
| New | +$2.42M | 2.17% | 11 |
|
|
2018
Q1 | $1.8M | Buy |
10,720
+4,670
| +77% | +$784K | 1.55% | 17 |
|
|
2017
Q4 | $1.02M | Sell |
6,050
-38
| -0.6% | -$6.43K | 0.87% | 23 |
|
|
2017
Q3 | $938K | Sell |
6,088
-525
| -8% | -$80.9K | 0.83% | 23 |
|
|
2017
Q2 | $632K | Hold |
6,613
| – | – | 0.66% | 32 |
|
|
2017
Q1 | $950K | Hold |
6,613
| – | – | 0.88% | 20 |
|
|
2016
Q4 | $766K | Buy |
+6,613
| New | +$766K | 0.74% | 24 |
|