SHFA
SS&H Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
73,116
-6,750
| -8% | -$1.38M | 5.01% | 4 |
|
|
2025
Q1 | $17.7M | Sell |
79,866
-870
| -1% | -$193K | 6.62% | 2 |
|
|
2024
Q4 | $20.2M | Sell |
80,736
-150
| -0.2% | -$37.6K | 7.37% | 2 |
|
|
2024
Q3 | $18.8M | Buy |
80,886
+976
| +1% | +$227K | 6.87% | 3 |
|
|
2024
Q2 | $16.8M | Buy |
79,910
+997
| +1% | +$210K | 6.57% | 4 |
|
|
2024
Q1 | $13.5M | Buy |
78,913
+50
| +0.1% | +$8.57K | 5.64% | 3 |
|
|
2023
Q4 | $15.2M | Sell |
78,863
-500
| -0.6% | -$96.3K | 6.44% | 2 |
|
|
2023
Q3 | $13.6M | Buy |
+79,363
| New | +$13.6M | 6.36% | 2 |
|
|
2023
Q1 | $14M | Sell |
85,120
-1,540
| -2% | -$254K | 6.43% | 2 |
|
|
2022
Q4 | $11.3M | Buy |
86,660
+50
| +0.1% | +$6.5K | 5.36% | 2 |
|
|
2022
Q3 | $12M | Sell |
86,610
-7,335
| -8% | -$1.01M | 6.18% | 1 |
|
|
2022
Q2 | $12.8M | Sell |
93,945
-825
| -0.9% | -$113K | 5.93% | 1 |
|
|
2022
Q1 | $16.5M | Buy |
+94,770
| New | +$16.5M | 6.47% | 1 |
|