SIA
Soltis Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8M | Buy |
291,353
+42,652
| +17% | +$8.75M | 4.7% | 3 |
|
|
2025
Q1 | $55.2M | Buy |
248,701
+8,037
| +3% | +$1.79M | 4.94% | 2 |
|
|
2024
Q4 | $60.3M | Buy |
240,664
+31,599
| +15% | +$7.91M | 5.58% | 2 |
|
|
2024
Q3 | $48.7M | Buy |
209,065
+11,612
| +6% | +$2.71M | 4.76% | 2 |
|
|
2024
Q2 | $41.6M | Buy |
197,453
+18,385
| +10% | +$3.87M | 4.4% | 2 |
|
|
2024
Q1 | $30.7M | Sell |
179,068
-8,358
| -4% | -$1.43M | 3.44% | 2 |
|
|
2023
Q4 | $36.1M | Buy |
187,426
+25,354
| +16% | +$4.88M | 4.07% | 4 |
|
|
2023
Q3 | $27.7M | Sell |
162,072
-6,468
| -4% | -$1.11M | 3.57% | 4 |
|
|
2023
Q2 | $32.7M | Buy |
168,540
+20,173
| +14% | +$3.91M | 3.8% | 3 |
|
|
2023
Q1 | $24.5M | Buy |
148,367
+28,665
| +24% | +$4.73M | 3.11% | 5 |
|
|
2022
Q4 | $15.6M | Buy |
119,702
+20,003
| +20% | +$2.6M | 2.05% | 10 |
|
|
2022
Q3 | $13.8M | Buy |
99,699
+8,205
| +9% | +$1.13M | 2.07% | 12 |
|
|
2022
Q2 | $12.5M | Buy |
91,494
+13,329
| +17% | +$1.82M | 1.82% | 11 |
|
|
2022
Q1 | $13.6M | Buy |
78,165
+3,609
| +5% | +$630K | 1.9% | 11 |
|
|
2021
Q4 | $13.2M | Sell |
74,556
-18,526
| -20% | -$3.29M | 1.87% | 10 |
|
|
2021
Q3 | $13.2M | Buy |
93,082
+1,619
| +2% | +$229K | 2.04% | 9 |
|
|
2021
Q2 | $12.5M | Buy |
91,463
+19,810
| +28% | +$2.71M | 1.99% | 9 |
|
|
2021
Q1 | $8.75M | Buy |
71,653
+6,759
| +10% | +$826K | 1.6% | 10 |
|
|
2020
Q4 | $8.61M | Buy |
64,894
+2,345
| +4% | +$311K | 1.6% | 11 |
|
|
2020
Q3 | $7.24M | Buy |
62,549
+47,491
| +315% | +$5.5M | 1.7% | 11 |
|
|
2020
Q2 | $5.49M | Buy |
15,058
+1,749
| +13% | +$638K | 1.42% | 20 |
|
|
2020
Q1 | $3.38M | Buy |
13,309
+2,770
| +26% | +$704K | 1.05% | 26 |
|
|
2019
Q4 | $3.1M | Buy |
+10,539
| New | +$3.1M | 0.6% | 34 |
|