Snider Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Buy |
44,826
+405
| +0.9% | +$83.1K | 2.65% | 8 |
|
|
2025
Q1 | $9.87M | Sell |
44,421
-2,356
| -5% | -$523K | 3.21% | 6 |
|
|
2024
Q4 | $11.7M | Buy |
46,777
+16,771
| +56% | +$4.2M | 3.63% | 6 |
|
|
2024
Q3 | $6.99M | Sell |
30,006
-818
| -3% | -$191K | 2.56% | 9 |
|
|
2024
Q2 | $6.49M | Buy |
30,824
+300
| +1% | +$63.2K | 2.51% | 10 |
|
|
2024
Q1 | $5.23M | Buy |
30,524
+5,019
| +20% | +$861K | 2.18% | 15 |
|
|
2023
Q4 | $4.91M | Buy |
25,505
+1,193
| +5% | +$230K | 2.26% | 16 |
|
|
2023
Q3 | $4.16M | Buy |
24,312
+793
| +3% | +$136K | 2.01% | 16 |
|
|
2023
Q2 | $4.56M | Buy |
23,519
+431
| +2% | +$83.6K | 2.18% | 13 |
|
|
2023
Q1 | $3.81M | Buy |
23,088
+5,958
| +35% | +$982K | 2.03% | 13 |
|
|
2022
Q4 | $2.23M | Buy |
17,130
+3,192
| +23% | +$415K | 1.23% | 28 |
|
|
2022
Q3 | $2.04M | Buy |
+13,938
| New | +$2.04M | 1.11% | 30 |
|
|
2022
Q2 | – | Sell |
-1,318
| Closed | -$230K | – | 59 |
|
|
2022
Q1 | $230K | Sell |
1,318
-1,120
| -46% | -$195K | 0.1% | 61 |
|
|
2021
Q4 | $444K | Buy |
2,438
+1,088
| +81% | +$198K | 0.19% | 47 |
|
|
2021
Q3 | $202K | Sell |
1,350
-1,090
| -45% | -$163K | 0.09% | 63 |
|
|
2021
Q2 | $357K | Buy |
+2,440
| New | +$357K | 0.17% | 50 |
|