Steph & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
11,243
-74
| -0.7% | -$15.2K | 0.75% | 22 |
|
|
2025
Q1 | $2.51M | Sell |
11,317
-302
| -3% | -$67.1K | 0.9% | 20 |
|
|
2024
Q4 | $2.91M | Sell |
11,619
-428
| -4% | -$107K | 0.98% | 20 |
|
|
2024
Q3 | $2.81M | Buy |
12,047
+264
| +2% | +$61.5K | 0.89% | 21 |
|
|
2024
Q2 | $2.48M | Sell |
11,783
-862
| -7% | -$182K | 0.85% | 21 |
|
|
2024
Q1 | $2.17M | Buy |
12,645
+458
| +4% | +$78.5K | 0.75% | 21 |
|
|
2023
Q4 | $2.35M | Sell |
12,187
-1,017
| -8% | -$196K | 1.15% | 20 |
|
|
2023
Q3 | $2.26M | Buy |
13,204
+343
| +3% | +$58.7K | 1.26% | 17 |
|
|
2023
Q2 | $2.49M | Sell |
12,861
-100
| -0.8% | -$19.4K | 1.36% | 16 |
|
|
2023
Q1 | $2.14M | Sell |
12,961
-250
| -2% | -$41.2K | 1.33% | 15 |
|
|
2022
Q4 | $1.72M | Hold |
13,211
| – | – | 1.08% | 18 |
|
|
2022
Q3 | $1.83M | Hold |
13,211
| – | – | 1.27% | 16 |
|
|
2022
Q2 | $1.81M | Sell |
13,211
-2,269
| -15% | -$310K | 1.1% | 18 |
|
|
2022
Q1 | $2.7M | Sell |
15,480
-1,763
| -10% | -$308K | 1.61% | 17 |
|
|
2021
Q4 | $3.06M | Buy |
17,243
+1,672
| +11% | +$297K | 1.77% | 16 |
|
|
2021
Q3 | $2.2M | Sell |
15,571
-600
| -4% | -$84.9K | 1.41% | 16 |
|
|
2021
Q2 | $2.22M | Hold |
16,171
| – | – | 1.44% | 16 |
|
|
2021
Q1 | $1.98M | Hold |
16,171
| – | – | 1.37% | 16 |
|
|
2020
Q4 | $2.15M | Buy |
16,171
+271
| +2% | +$36K | 1.64% | 16 |
|
|
2020
Q3 | $1.84M | Buy |
15,900
+2,620
| +20% | +$303K | 1.72% | 16 |
|
|
2020
Q2 | $1.21M | Hold |
13,280
| – | – | 1.21% | 17 |
|
|
2020
Q1 | $844K | Sell |
13,280
-1,300
| -9% | -$82.6K | 0.96% | 23 |
|
|
2019
Q4 | $1.07M | Buy |
+14,580
| New | +$1.07M | 0.91% | 25 |
|