Sound Stewardship’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
3,477
+1
| +0% | +$205 | 0.37% | 35 |
|
|
2025
Q1 | $772K | Buy |
3,476
+219
| +7% | +$48.6K | 0.44% | 34 |
|
|
2024
Q4 | $816K | Buy |
3,257
+91
| +3% | +$22.8K | 0.48% | 33 |
|
|
2024
Q3 | $738K | Buy |
3,166
+111
| +4% | +$25.9K | 0.41% | 34 |
|
|
2024
Q2 | $644K | Hold |
3,055
| – | – | 0.39% | 35 |
|
|
2024
Q1 | $524K | Buy |
3,055
+44
| +1% | +$7.55K | 0.32% | 40 |
|
|
2023
Q4 | $580K | Hold |
3,011
| – | – | 0.38% | 41 |
|
|
2023
Q3 | $516K | Sell |
3,011
-33
| -1% | -$5.65K | 0.35% | 44 |
|
|
2023
Q2 | $590K | Buy |
3,044
+8
| +0.3% | +$1.55K | 0.39% | 41 |
|
|
2023
Q1 | $501K | Sell |
3,036
-70
| -2% | -$11.5K | 0.34% | 45 |
|
|
2022
Q4 | $404K | Buy |
+3,106
| New | +$404K | 0.3% | 46 |
|