SA
SRN Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
3,233
+179
| +6% | +$36.7K | 0.6% | 78 |
|
|
2025
Q1 | $678K | Sell |
3,054
-93
| -3% | -$20.7K | 0.76% | 72 |
|
|
2024
Q4 | $788K | Sell |
3,147
-1,051
| -25% | -$263K | 0.7% | 76 |
|
|
2024
Q3 | $978K | Sell |
4,198
-156
| -4% | -$36.3K | 0.87% | 56 |
|
|
2024
Q2 | $917K | Hold |
4,354
| – | – | 0.76% | 62 |
|
|
2024
Q1 | $747K | Buy |
4,354
+222
| +5% | +$38.1K | 0.58% | 91 |
|
|
2023
Q4 | $796K | Sell |
4,132
-1,449
| -26% | -$279K | 0.71% | 79 |
|
|
2023
Q3 | $956K | Buy |
5,581
+104
| +2% | +$17.8K | 0.95% | 44 |
|
|
2023
Q2 | $1.06M | Sell |
5,477
-168
| -3% | -$32.6K | 0.95% | 49 |
|
|
2023
Q1 | $917K | Buy |
5,645
+1,123
| +25% | +$182K | 0.84% | 62 |
|
|
2022
Q4 | $588K | Sell |
4,522
-1,247
| -22% | -$162K | 0.58% | 82 |
|
|
2022
Q3 | $797K | Sell |
5,769
-1,092
| -16% | -$151K | 0.67% | 60 |
|
|
2022
Q2 | $938K | Sell |
6,861
-1,149
| -14% | -$157K | 0.65% | 65 |
|
|
2022
Q1 | $1.4M | Sell |
8,010
-228
| -3% | -$39.8K | 0.62% | 55 |
|
|
2021
Q4 | $1.46M | Buy |
8,238
+1,606
| +24% | +$285K | 0.53% | 53 |
|
|
2021
Q3 | $938K | Sell |
6,632
-4,025
| -38% | -$570K | 0.43% | 61 |
|
|
2021
Q2 | $1.46M | Sell |
10,657
-472
| -4% | -$64.6K | 0.5% | 67 |
|
|
2021
Q1 | $1.36M | Sell |
11,129
-1,557
| -12% | -$190K | 0.49% | 77 |
|
|
2020
Q4 | $1.7M | Buy |
+12,686
| New | +$1.7M | 0.83% | 64 |
|