STA
Smith Thornton Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
13,509
+1,729
| +15% | +$355K | 1.59% | 20 |
|
|
2025
Q1 | $2.62M | Sell |
11,780
-62
| -0.5% | -$13.8K | 1.63% | 17 |
|
|
2024
Q4 | $2.97M | Buy |
11,842
+886
| +8% | +$222K | 1.87% | 12 |
|
|
2024
Q3 | $2.55M | Buy |
10,956
+21
| +0.2% | +$4.89K | 1.68% | 19 |
|
|
2024
Q2 | $2.3M | Buy |
+10,935
| New | +$2.3M | 1.7% | 20 |
|