SIA
Spectrum Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
3,415
-1,048
| -23% | -$215K | 0.41% | 18 |
|
|
2025
Q1 | $991K | Buy |
4,463
+44
| +1% | +$9.78K | 0.64% | 15 |
|
|
2024
Q4 | $1.11M | Buy |
4,419
+3
| +0.1% | +$751 | 0.74% | 13 |
|
|
2024
Q3 | $1.03M | Sell |
4,416
-44
| -1% | -$10.3K | 0.71% | 12 |
|
|
2024
Q2 | $939K | Sell |
4,460
-5,118
| -53% | -$1.08M | 0.69% | 12 |
|
|
2024
Q1 | $1.64M | Buy |
9,578
+104
| +1% | +$17.8K | 1.21% | 13 |
|
|
2023
Q4 | $1.82M | Buy |
+9,474
| New | +$1.82M | 1.45% | 14 |
|