SRH Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
6,764
+1
| +0% | +$205 | 0.42% | 18 |
|
|
2025
Q1 | $1.5M | Buy |
6,763
+1
| +0% | +$222 | 0.46% | 19 |
|
|
2024
Q4 | $1.69M | Buy |
6,762
+1
| +0% | +$250 | 0.5% | 18 |
|
|
2024
Q3 | $1.58M | Buy |
6,761
+1
| +0% | +$233 | 0.48% | 18 |
|
|
2024
Q2 | $1.42M | Buy |
6,760
+1
| +0% | +$211 | 0.48% | 18 |
|
|
2024
Q1 | $1.16M | Buy |
6,759
+1
| +0% | +$171 | 0.37% | 23 |
|
|
2023
Q4 | $1.3M | Hold |
6,758
| – | – | 0.45% | 19 |
|
|
2023
Q3 | $1.16M | Buy |
6,758
+527
| +8% | +$90.2K | 0.56% | 18 |
|
|
2023
Q2 | $1.03M | Hold |
6,231
| – | – | 0.55% | 24 |
|
|
2023
Q1 | $1.03M | Buy |
6,231
+1
| +0% | +$165 | 0.55% | 24 |
|
|
2022
Q4 | $810K | Buy |
6,230
+1
| +0% | +$130 | 0.45% | 27 |
|
|
2022
Q3 | $861K | Buy |
6,229
+1
| +0% | +$138 | 1.12% | 24 |
|
|
2022
Q2 | $852K | Buy |
6,228
+1
| +0% | +$137 | 1.05% | 26 |
|
|
2022
Q1 | $1.09M | Buy |
6,227
+301
| +5% | +$52.5K | 1.21% | 24 |
|
|
2021
Q4 | $1.05M | Buy |
5,926
+350
| +6% | +$62.1K | 1.19% | 25 |
|
|
2021
Q3 | $789K | Hold |
5,576
| – | – | 0.96% | 28 |
|
|
2021
Q2 | $764K | Buy |
5,576
+40
| +0.7% | +$5.48K | 0.95% | 27 |
|
|
2021
Q1 | $676K | Buy |
5,536
+200
| +4% | +$24.4K | 0.96% | 23 |
|
|
2020
Q4 | $708K | Sell |
5,336
-15
| -0.3% | -$1.99K | 1.17% | 19 |
|
|
2020
Q3 | $620K | Buy |
5,351
+639
| +14% | +$74K | 1.19% | 19 |
|
|
2020
Q2 | $430K | Hold |
4,712
| – | – | 1.07% | 19 |
|
|
2020
Q1 | $300K | Buy |
4,712
+400
| +9% | +$25.5K | 0.83% | 24 |
|
|
2019
Q4 | $317K | Hold |
4,312
| – | – | 1.02% | 21 |
|
|
2019
Q3 | $241K | Hold |
4,312
| – | – | 0.81% | 30 |
|
|
2019
Q2 | $213K | Hold |
4,312
| – | – | 0.73% | 32 |
|
|
2019
Q1 | $205K | Hold |
4,312
| – | – | 0.73% | 32 |
|
|
2018
Q4 | $170K | Hold |
4,312
| – | – | 0.65% | 36 |
|
|
2018
Q3 | $243K | Hold |
4,312
| – | – | 0.83% | 27 |
|
|
2018
Q2 | $200K | Hold |
4,312
| – | – | 0.75% | 33 |
|
|
2018
Q1 | $181K | Hold |
4,312
| – | – | 0.72% | 36 |
|
|
2017
Q4 | $182K | Hold |
4,312
| – | – | 0.72% | 36 |
|
|
2017
Q3 | $166K | Hold |
4,312
| – | – | 0.7% | 40 |
|
|
2017
Q2 | $155K | Hold |
4,312
| – | – | 0.74% | 35 |
|
|
2017
Q1 | $155K | Hold |
4,312
| – | – | 0.72% | 34 |
|
|
2016
Q4 | $125K | Hold |
4,312
| – | – | 0.62% | 37 |
|
|
2016
Q3 | $122K | Hold |
4,312
| – | – | 0.64% | 38 |
|
|
2016
Q2 | $103K | Hold |
4,312
| – | – | 0.55% | 42 |
|
|
2016
Q1 | $117K | Hold |
4,312
| – | – | 0.64% | 38 |
|
|
2015
Q4 | $113K | Hold |
4,312
| – | – | 0.66% | 39 |
|
|
2015
Q3 | $119K | Hold |
4,312
| – | – | 0.7% | 37 |
|
|
2015
Q2 | $135K | Hold |
4,312
| – | – | 0.85% | 30 |
|
|
2015
Q1 | $134K | Hold |
4,312
| – | – | 0.89% | 28 |
|
|
2014
Q4 | $119K | Hold |
4,312
| – | – | 0.81% | 32 |
|
|
2014
Q3 | $109K | Buy |
4,312
+112
| +3% | +$2.83K | 0.84% | 29 |
|
|
2014
Q2 | $98K | Hold |
4,200
| – | – | 0.77% | 29 |
|
|
2014
Q1 | $81K | Hold |
4,200
| – | – | 0.65% | 31 |
|
|
2013
Q4 | $84K | Buy |
+4,200
| New | +$84K | 0.83% | 27 |
|