Sowa Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
104,845
-6,233
| -6% | -$1.28M | 13.43% | 3 |
|
|
2025
Q1 | $24.7M | Sell |
111,078
-2,106
| -2% | -$468K | 16.21% | 2 |
|
|
2024
Q4 | $28.3M | Sell |
113,184
-3,929
| -3% | -$984K | 17.75% | 1 |
|
|
2024
Q3 | $27.3M | Sell |
117,113
-2,462
| -2% | -$574K | 17.25% | 1 |
|
|
2024
Q2 | $25.2M | Sell |
119,575
-9,494
| -7% | -$2M | 19.07% | 1 |
|
|
2024
Q1 | $24.9M | Hold |
129,069
| – | – | 20.28% | 1 |
|
|
2023
Q4 | $24.9M | Sell |
129,069
-6,009
| -4% | -$1.16M | 20.28% | 1 |
|
|
2023
Q3 | $23.1M | Sell |
135,078
-1,690
| -1% | -$289K | 17.37% | 1 |
|
|
2023
Q2 | $26.5M | Sell |
136,768
-4,039
| -3% | -$783K | 18.19% | 1 |
|
|
2023
Q1 | $23.2M | Sell |
140,807
-2,408
| -2% | -$397K | 16.62% | 1 |
|
|
2022
Q4 | $18.6M | Buy |
143,215
+4,298
| +3% | +$558K | 13.9% | 1 |
|
|
2022
Q3 | $19.2M | Buy |
138,917
+9,876
| +8% | +$1.36M | 15.17% | 1 |
|
|
2022
Q2 | $17.6M | Buy |
129,041
+5,364
| +4% | +$733K | 13.45% | 2 |
|
|
2022
Q1 | $21.6M | Buy |
123,677
+469
| +0.4% | +$81.9K | 12.95% | 1 |
|
|
2021
Q4 | $21.9M | Buy |
123,208
+2,715
| +2% | +$482K | 12.81% | 1 |
|
|
2021
Q3 | $17.1M | Buy |
120,493
+6,604
| +6% | +$934K | 11.06% | 2 |
|
|
2021
Q2 | $15.6M | Buy |
113,889
+2,412
| +2% | +$330K | 11.56% | 1 |
|
|
2021
Q1 | $13.6M | Buy |
111,477
+2,732
| +3% | +$334K | 9.6% | 2 |
|
|
2020
Q4 | $14.4M | Buy |
108,745
+1,031
| +1% | +$137K | 9.72% | 2 |
|
|
2020
Q3 | $12.5M | Buy |
107,714
+3,542
| +3% | +$410K | 8.94% | 2 |
|
|
2020
Q2 | $9.5M | Buy |
104,172
+4,148
| +4% | +$378K | 7.18% | 3 |
|
|
2020
Q1 | $6.36M | Buy |
100,024
+11,344
| +13% | +$721K | 5.59% | 4 |
|
|
2019
Q4 | $6.51M | Buy |
+88,680
| New | +$6.51M | 5.3% | 4 |
|