SFA
Source Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.48M | Buy |
19,237
+199
| +1% | +$46.4K | 1.32% | 16 |
|
|
2024
Q2 | $4.01M | Sell |
19,038
-279
| -1% | -$58.8K | 1.23% | 19 |
|
|
2024
Q1 | $3.31M | Sell |
19,317
-2,888
| -13% | -$495K | 1.01% | 21 |
|
|
2023
Q4 | $4.28M | Sell |
22,205
-285
| -1% | -$54.9K | 1.33% | 17 |
|
|
2023
Q3 | $3.85M | Buy |
22,490
+128
| +0.6% | +$21.9K | 1.3% | 17 |
|
|
2023
Q2 | $4.34M | Buy |
22,362
+739
| +3% | +$143K | 1.42% | 16 |
|
|
2023
Q1 | $3.57M | Sell |
21,623
-1,452
| -6% | -$239K | 1.19% | 18 |
|
|
2022
Q4 | $3M | Buy |
23,075
+2,231
| +11% | +$290K | 1.13% | 19 |
|
|
2022
Q3 | $2.88M | Buy |
20,844
+1,628
| +8% | +$225K | 1.14% | 22 |
|
|
2022
Q2 | $2.63M | Buy |
19,216
+445
| +2% | +$60.8K | 1.03% | 24 |
|
|
2022
Q1 | $3.28M | Buy |
18,771
+1,593
| +9% | +$278K | 0.96% | 24 |
|
|
2021
Q4 | $3.05M | Sell |
17,178
-759
| -4% | -$135K | 0.82% | 29 |
|
|
2021
Q3 | $2.54M | Buy |
17,937
+775
| +5% | +$110K | 0.66% | 30 |
|
|
2021
Q2 | $2.35M | Buy |
17,162
+662
| +4% | +$90.7K | 0.61% | 31 |
|
|
2021
Q1 | $2.02M | Buy |
16,500
+1,759
| +12% | +$215K | 0.54% | 32 |
|
|
2020
Q4 | $1.96M | Buy |
+14,741
| New | +$1.96M | 0.53% | 30 |
|