SCA
STALEY CAPITAL ADVISERS’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Sell |
155,857
-3,617
| -2% | -$742K | 1.36% | 23 |
|
|
2025
Q1 | $35.4M | Sell |
159,474
-748
| -0.5% | -$166K | 1.6% | 20 |
|
|
2024
Q4 | $40.1M | Sell |
160,222
-960
| -0.6% | -$240K | 1.78% | 20 |
|
|
2024
Q3 | $37.6M | Sell |
161,182
-1,473
| -0.9% | -$343K | 1.68% | 20 |
|
|
2024
Q2 | $34.3M | Sell |
162,655
-144
| -0.1% | -$30.3K | 1.58% | 20 |
|
|
2024
Q1 | $27.9M | Sell |
162,799
-22
| -0% | -$3.77K | 1.3% | 25 |
|
|
2023
Q4 | $31.3M | Sell |
162,821
-371
| -0.2% | -$71.4K | 1.56% | 23 |
|
|
2023
Q3 | $27.9M | Buy |
163,192
+890
| +0.5% | +$152K | 1.54% | 21 |
|
|
2023
Q2 | $31.5M | Buy |
162,302
+785
| +0.5% | +$152K | 1.7% | 21 |
|
|
2023
Q1 | $26.6M | Buy |
161,517
+6,777
| +4% | +$1.12M | 1.49% | 22 |
|
|
2022
Q4 | $20.1M | Buy |
154,740
+2,016
| +1% | +$262K | 1.2% | 25 |
|
|
2022
Q3 | $21.1M | Sell |
152,724
-1,630
| -1% | -$225K | 1.35% | 24 |
|
|
2022
Q2 | $21.1M | Buy |
154,354
+411
| +0.3% | +$56.2K | 1.25% | 25 |
|
|
2022
Q1 | $26.9M | Sell |
153,943
-1,945
| -1% | -$340K | 1.36% | 25 |
|
|
2021
Q4 | $27.7M | Sell |
155,888
-14,378
| -8% | -$2.55M | 1.32% | 23 |
|
|
2021
Q3 | $24.1M | Sell |
170,266
-141
| -0.1% | -$20K | 1.29% | 24 |
|
|
2021
Q2 | $23.3M | Sell |
170,407
-256
| -0.2% | -$35.1K | 1.22% | 25 |
|
|
2021
Q1 | $20.8M | Sell |
170,663
-3,723
| -2% | -$455K | 1.16% | 24 |
|
|
2020
Q4 | $23.1M | Buy |
174,386
+3,056
| +2% | +$405K | 1.41% | 23 |
|
|
2020
Q3 | $19.8M | Buy |
171,330
+128,198
| +297% | +$14.8M | 1.37% | 23 |
|
|
2020
Q2 | $15.7M | Buy |
43,132
+939
| +2% | +$343K | 1.14% | 25 |
|
|
2020
Q1 | $10.7M | Sell |
42,193
-646
| -2% | -$164K | 0.9% | 30 |
|
|
2019
Q4 | $12.6M | Buy |
42,839
+910
| +2% | +$267K | 0.85% | 33 |
|
|
2019
Q3 | $9.39M | Sell |
41,929
-848
| -2% | -$190K | 0.7% | 37 |
|
|
2019
Q2 | $8.47M | Buy |
42,777
+703
| +2% | +$139K | 0.63% | 40 |
|
|
2019
Q1 | $7.99M | Sell |
42,074
-12,196
| -22% | -$2.32M | 0.59% | 38 |
|
|
2018
Q4 | $8.56M | Buy |
54,270
+16,295
| +43% | +$2.57M | 0.69% | 38 |
|
|
2018
Q3 | $8.57M | Buy |
37,975
+1,701
| +5% | +$384K | 0.6% | 38 |
|
|
2018
Q2 | $6.72M | Buy |
36,274
+126
| +0.3% | +$23.3K | 0.52% | 41 |
|
|
2018
Q1 | $6.07M | Buy |
36,148
+341
| +1% | +$57.2K | 0.48% | 42 |
|
|
2017
Q4 | $6.06M | Sell |
35,807
-59
| -0.2% | -$9.99K | 0.47% | 41 |
|
|
2017
Q3 | $5.53M | Sell |
35,866
-2,864
| -7% | -$441K | 0.45% | 43 |
|
|
2017
Q2 | $5.58M | Buy |
38,730
+838
| +2% | +$121K | 0.48% | 43 |
|
|
2017
Q1 | $5.44M | Sell |
37,892
-1,209
| -3% | -$174K | 0.49% | 45 |
|
|
2016
Q4 | $4.53M | Buy |
39,101
+28,307
| +262% | +$3.28M | 0.43% | 44 |
|
|
2016
Q3 | $1.22M | Sell |
10,794
-28,335
| -72% | -$3.2M | 0.12% | 59 |
|
|
2016
Q2 | $3.74M | Buy |
39,129
+1
| +0% | +$96 | 0.39% | 47 |
|
|
2016
Q1 | $4.27M | Sell |
39,128
-2,798
| -7% | -$305K | 0.46% | 44 |
|
|
2015
Q4 | $4.41M | Sell |
41,926
-699
| -2% | -$73.6K | 0.51% | 43 |
|
|
2015
Q3 | $4.7M | Sell |
42,625
-1,349
| -3% | -$149K | 0.57% | 41 |
|
|
2015
Q2 | $5.52M | Sell |
43,974
-3,224
| -7% | -$404K | 0.61% | 42 |
|
|
2015
Q1 | $5.87M | Buy |
47,198
+26
| +0.1% | +$3.24K | 0.68% | 40 |
|
|
2014
Q4 | $5.21M | Hold |
47,172
| – | – | 0.6% | 40 |
|
|
2014
Q3 | $4.75M | Buy |
47,172
+1,628
| +4% | +$164K | 0.57% | 42 |
|
|
2014
Q2 | $4.23M | Buy |
45,544
+38,983
| +594% | +$3.62M | 0.51% | 44 |
|
|
2014
Q1 | $3.52M | Buy |
6,561
+24
| +0.4% | +$12.9K | 0.45% | 43 |
|
|
2013
Q4 | $3.67M | Hold |
6,537
| – | – | 0.5% | 43 |
|
|
2013
Q3 | $3.12M | Buy |
6,537
+35
| +0.5% | +$16.7K | 0.47% | 45 |
|
|
2013
Q2 | $2.58M | Buy |
+6,502
| New | +$2.58M | 0.42% | 45 |
|