SVWAG
Sound View Wealth Advisors Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.3M | Buy |
293,761
+5,818
| +2% | +$1.19M | 4.45% | 1 |
|
|
2025
Q1 | $64M | Sell |
287,943
-20,986
| -7% | -$4.66M | 5.25% | 1 |
|
|
2024
Q4 | $77.4M | Buy |
308,929
+154
| +0% | +$38.6K | 6.23% | 1 |
|
|
2024
Q3 | $71.9M | Buy |
308,775
+80,313
| +35% | +$18.7M | 5.87% | 1 |
|
|
2024
Q2 | $48.1M | Sell |
228,462
-8,262
| -3% | -$1.74M | 4.96% | 1 |
|
|
2024
Q1 | $40.6M | Sell |
236,724
-43,811
| -16% | -$7.51M | 4.33% | 1 |
|
|
2023
Q4 | $54M | Buy |
280,535
+38,222
| +16% | +$7.36M | 5.96% | 1 |
|
|
2023
Q3 | $41.5M | Buy |
242,313
+19,771
| +9% | +$3.38M | 5.16% | 1 |
|
|
2023
Q2 | $43.2M | Sell |
222,542
-23,630
| -10% | -$4.58M | 5.66% | 1 |
|
|
2023
Q1 | $40.6M | Sell |
246,172
-34,363
| -12% | -$5.67M | 5.57% | 1 |
|
|
2022
Q4 | $54M | Buy |
280,535
+150,947
| +116% | +$29.1M | 5.96% | 1 |
|
|
2022
Q3 | $17.9M | Buy |
129,588
+38
| +0% | +$5.25K | 4.02% | 1 |
|
|
2022
Q2 | $17.7M | Buy |
129,550
+1,356
| +1% | +$185K | 3.71% | 1 |
|
|
2022
Q1 | $22.4M | Buy |
128,194
+1,110
| +0.9% | +$194K | 4.26% | 1 |
|
|
2021
Q4 | $22.6M | Sell |
127,084
-2,023
| -2% | -$359K | 4.26% | 1 |
|
|
2021
Q3 | $18.3M | Buy |
129,107
+2,636
| +2% | +$373K | 3.82% | 1 |
|
|
2021
Q2 | $17.3M | Buy |
126,471
+1,112
| +0.9% | +$152K | 3.64% | 1 |
|
|
2021
Q1 | $15.3M | Sell |
125,359
-3,424
| -3% | -$418K | 3.57% | 1 |
|
|
2020
Q4 | $17.1M | Buy |
128,783
+697
| +0.5% | +$92.5K | 4.17% | 1 |
|
|
2020
Q3 | $14.8M | Buy |
128,086
+95,416
| +292% | +$11.1M | 3.91% | 1 |
|
|
2020
Q2 | $11.9M | Buy |
32,670
+301
| +0.9% | +$110K | 3.36% | 1 |
|
|
2020
Q1 | $8.23M | Sell |
32,369
-915
| -3% | -$233K | 2.84% | 2 |
|
|
2019
Q4 | $9.77M | Sell |
33,284
-1,524
| -4% | -$448K | 2.76% | 1 |
|
|
2019
Q3 | $7.8M | Sell |
34,808
-2,263
| -6% | -$507K | 2.32% | 4 |
|
|
2019
Q2 | $7.34M | Buy |
+37,071
| New | +$7.34M | 2.17% | 5 |
|