SAM
Soviero Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,000
| Closed | -$2.44M | – | 48 |
|
|
2025
Q1 | $2.44M | Sell |
11,000
-1,000
| -8% | -$222K | 2.19% | 21 |
|
|
2024
Q4 | $3.01M | Sell |
12,000
-8,000
| -40% | -$2M | 1.88% | 25 |
|
|
2024
Q3 | $4.66M | Sell |
20,000
-13,000
| -39% | -$3.03M | 4.23% | 5 |
|
|
2024
Q2 | $6.95M | Buy |
+33,000
| New | +$6.95M | 4.22% | 2 |
|