SAM
Stansberry Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Sell |
20,537
-28,977
| -59% | -$5.95M | 0.46% | 73 |
|
|
2025
Q1 | $11M | Buy |
49,514
+1,085
| +2% | +$241K | 1.32% | 27 |
|
|
2024
Q4 | $12.1M | Buy |
48,429
+3,977
| +9% | +$996K | 1.57% | 18 |
|
|
2024
Q3 | $10.4M | Buy |
44,452
+305
| +0.7% | +$71.1K | 1.29% | 28 |
|
|
2024
Q2 | $9.3M | Buy |
44,147
+17,904
| +68% | +$3.77M | 1.22% | 29 |
|
|
2024
Q1 | $4.5M | Sell |
26,243
-502
| -2% | -$86.1K | 0.61% | 58 |
|
|
2023
Q4 | $5.15M | Sell |
26,745
-1,498
| -5% | -$288K | 0.86% | 39 |
|
|
2023
Q3 | $4.84M | Sell |
28,243
-10,374
| -27% | -$1.78M | 0.85% | 43 |
|
|
2023
Q2 | $7.49M | Sell |
38,617
-7,644
| -17% | -$1.48M | 1.37% | 25 |
|
|
2023
Q1 | $7.63M | Sell |
46,261
-12,808
| -22% | -$2.11M | 1.48% | 23 |
|
|
2022
Q4 | $7.67M | Buy |
59,069
+3,356
| +6% | +$436K | 1.58% | 23 |
|
|
2022
Q3 | $7.7M | Sell |
55,713
-4,311
| -7% | -$596K | 1.66% | 24 |
|
|
2022
Q2 | $8.21M | Sell |
60,024
-4,010
| -6% | -$548K | 1.75% | 22 |
|
|
2022
Q1 | $11.2M | Buy |
64,034
+1,558
| +2% | +$272K | 1.81% | 17 |
|
|
2021
Q4 | $11.1M | Buy |
62,476
+6,991
| +13% | +$1.24M | 1.78% | 16 |
|
|
2021
Q3 | $7.85M | Buy |
55,485
+832
| +2% | +$118K | 1.58% | 25 |
|
|
2021
Q2 | $7.49M | Buy |
54,653
+2,439
| +5% | +$334K | 1.81% | 17 |
|
|
2021
Q1 | $6.38M | Buy |
52,214
+1,118
| +2% | +$137K | 1.69% | 19 |
|
|
2020
Q4 | $6.78M | Buy |
51,096
+2,202
| +5% | +$292K | 1.9% | 17 |
|
|
2020
Q3 | $5.66M | Buy |
48,894
+36,887
| +307% | +$4.27M | 1.94% | 16 |
|
|
2020
Q2 | $4.38M | Buy |
12,007
+715
| +6% | +$261K | 1.88% | 16 |
|
|
2020
Q1 | $2.87M | Sell |
11,292
-6,545
| -37% | -$1.66M | 1.51% | 16 |
|
|
2019
Q4 | $5.24M | Buy |
17,837
+2,515
| +16% | +$739K | 2.13% | 17 |
|
|
2019
Q3 | $3.43M | Buy |
15,322
+1,055
| +7% | +$236K | 1.52% | 20 |
|
|
2019
Q2 | $2.82M | Buy |
14,267
+768
| +6% | +$152K | 1.11% | 27 |
|
|
2019
Q1 | $2.56M | Buy |
+13,499
| New | +$2.56M | 0.88% | 34 |
|
|
2018
Q4 | – | Sell |
-2,240
| Closed | -$506K | – | 66 |
|
|
2018
Q3 | $506K | Buy |
2,240
+541
| +32% | +$122K | 0.14% | 58 |
|
|
2018
Q2 | $315K | Buy |
+1,699
| New | +$315K | 0.1% | 86 |
|