SIA
Stegner Investment Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Hold |
2,651
| – | – | 0.33% | 17 |
|
|
2025
Q1 | $589K | Hold |
2,651
| – | – | 0.41% | 15 |
|
|
2024
Q4 | $664K | Buy |
2,651
+27
| +1% | +$6.76K | 0.44% | 16 |
|
|
2024
Q3 | $611K | Sell |
2,624
-23
| -0.9% | -$5.36K | 0.42% | 14 |
|
|
2024
Q2 | $558K | Buy |
+2,647
| New | +$558K | 0.4% | 14 |
|
|
2022
Q1 | – | Sell |
-2,685
| Closed | -$477K | – | 21 |
|
|
2021
Q4 | $477K | Buy |
2,685
+200
| +8% | +$35.5K | 0.34% | 20 |
|
|
2021
Q3 | $352K | Hold |
2,485
| – | – | 0.27% | 19 |
|
|
2021
Q2 | $340K | Buy |
2,485
+160
| +7% | +$21.9K | 0.26% | 19 |
|
|
2021
Q1 | $284K | Sell |
2,325
-1,000
| -30% | -$122K | 0.23% | 19 |
|
|
2020
Q4 | $441K | Sell |
3,325
-720
| -18% | -$95.5K | 0.37% | 18 |
|
|
2020
Q3 | $468K | Buy |
+4,045
| New | +$468K | 0.46% | 17 |
|