Stegner Investment Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $589K | Hold |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $611K | Sell |
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|
2024
Q2 | $558K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $468K | Buy |
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