SEA
Stegent Equity Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
7,767
+760
| +11% | +$156K | 1.41% | 21 |
|
|
2025
Q1 | $1.56M | Sell |
7,007
-28
| -0.4% | -$6.22K | 1.58% | 18 |
|
|
2024
Q4 | $1.76M | Sell |
7,035
-386
| -5% | -$96.7K | 1.79% | 19 |
|
|
2024
Q3 | $1.73M | Sell |
7,421
-466
| -6% | -$109K | 1.91% | 17 |
|
|
2024
Q2 | $1.66M | Buy |
7,887
+765
| +11% | +$161K | 1.73% | 23 |
|
|
2024
Q1 | $1.22M | Sell |
7,122
-270
| -4% | -$46.3K | 1.24% | 29 |
|
|
2023
Q4 | $1.42M | Sell |
7,392
-52
| -0.7% | -$10K | 1.68% | 25 |
|
|
2023
Q3 | $1.27M | Sell |
7,444
-1,604
| -18% | -$275K | 1.61% | 22 |
|
|
2023
Q2 | $1.75M | Sell |
9,048
-400
| -4% | -$77.6K | 1.96% | 17 |
|
|
2023
Q1 | $1.56M | Sell |
9,448
-632
| -6% | -$104K | 1.55% | 23 |
|
|
2022
Q4 | $1.31M | Sell |
10,080
-1,238
| -11% | -$161K | 1.57% | 31 |
|
|
2022
Q3 | $1.56M | Sell |
11,318
-23
| -0.2% | -$3.18K | 2.35% | 13 |
|
|
2022
Q2 | $1.55M | Sell |
11,341
-1,060
| -9% | -$145K | 2.01% | 13 |
|
|
2022
Q1 | $2.17M | Sell |
12,401
-2,157
| -15% | -$377K | 1.82% | 20 |
|
|
2021
Q4 | $2.59M | Buy |
+14,558
| New | +$2.59M | 2.1% | 16 |
|