SFM
Stack Financial Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
2,096
-45
| -2% | -$9.23K | 0.04% | 44 |
|
|
2025
Q1 | $476K | Buy |
2,141
+120
| +6% | +$26.7K | 0.04% | 47 |
|
|
2024
Q4 | $506K | Sell |
2,021
-80
| -4% | -$20K | 0.05% | 44 |
|
|
2024
Q3 | $490K | Hold |
2,101
| – | – | 0.04% | 43 |
|
|
2024
Q2 | $443K | Buy |
+2,101
| New | +$443K | 0.04% | 44 |
|
|
2024
Q1 | – | Sell |
-1,101
| Closed | -$212K | – | 47 |
|
|
2023
Q4 | $212K | Buy |
+1,101
| New | +$212K | 0.02% | 42 |
|
|
2023
Q3 | – | Sell |
-1,231
| Closed | -$239K | – | 41 |
|
|
2023
Q2 | $239K | Buy |
+1,231
| New | +$239K | 0.03% | 39 |
|