SCA
St. Clair Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
88,920
-1,813
| -2% | -$372K | 4.77% | 6 |
|
|
2025
Q1 | $20.2M | Sell |
90,733
-1,843
| -2% | -$409K | 5.65% | 5 |
|
|
2024
Q4 | $23.2M | Buy |
92,576
+212
| +0.2% | +$53.1K | 6.66% | 4 |
|
|
2024
Q3 | $21.5M | Sell |
92,364
-130
| -0.1% | -$30.3K | 6.11% | 4 |
|
|
2024
Q2 | $19.5M | Sell |
92,494
-82
| -0.1% | -$17.3K | 6.22% | 4 |
|
|
2024
Q1 | $15.9M | Sell |
92,576
-168
| -0.2% | -$28.8K | 5.16% | 6 |
|
|
2023
Q4 | $17.9M | Sell |
92,744
-902
| -1% | -$174K | 6.16% | 4 |
|
|
2023
Q3 | $16M | Buy |
93,646
+1,818
| +2% | +$311K | 6.32% | 4 |
|
|
2023
Q2 | $17.8M | Buy |
91,828
+4,724
| +5% | +$916K | 6.94% | 4 |
|
|
2023
Q1 | $14.4M | Buy |
87,104
+41,463
| +91% | +$6.84M | 6.27% | 4 |
|
|
2022
Q4 | $5.93M | Buy |
45,641
+16,641
| +57% | +$2.16M | 3.73% | 4 |
|
|
2022
Q3 | $4.01M | Buy |
29,000
+86
| +0.3% | +$11.9K | 3.2% | 4 |
|
|
2022
Q2 | $3.95M | Hold |
28,914
| – | – | 3.2% | 5 |
|
|
2022
Q1 | $5.05M | Sell |
28,914
-292
| -1% | -$51K | 3.43% | 4 |
|
|
2021
Q4 | $5.19M | Sell |
29,206
-802
| -3% | -$142K | 2.98% | 3 |
|
|
2021
Q3 | $4.25M | Buy |
30,008
+1,268
| +4% | +$179K | 2.94% | 4 |
|
|
2021
Q2 | $3.94M | Sell |
28,740
-824
| -3% | -$113K | 2.95% | 3 |
|
|
2021
Q1 | $3.61M | Sell |
29,564
-654
| -2% | -$79.9K | 2.89% | 4 |
|
|
2020
Q4 | $4.01M | Buy |
+30,218
| New | +$4.01M | 3.79% | 3 |
|