SC
Stephens Consulting’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
10,365
-1,846
| -15% | -$379K | 0.5% | 28 |
|
|
2025
Q1 | $2.71M | Buy |
12,211
+487
| +4% | +$108K | 0.68% | 23 |
|
|
2024
Q4 | $2.94M | Sell |
11,724
-382
| -3% | -$95.7K | 0.73% | 24 |
|
|
2024
Q3 | $2.82M | Buy |
12,106
+39
| +0.3% | +$9.09K | 0.72% | 24 |
|
|
2024
Q2 | $2.54M | Sell |
12,067
-1,022
| -8% | -$215K | 0.72% | 21 |
|
|
2024
Q1 | $2.24M | Sell |
13,089
-1,545
| -11% | -$265K | 0.69% | 21 |
|
|
2023
Q4 | $2.82M | Buy |
14,634
+4,391
| +43% | +$845K | 0.95% | 16 |
|
|
2023
Q3 | $1.75M | Sell |
10,243
-155
| -1% | -$26.5K | 0.71% | 19 |
|
|
2023
Q2 | $2.02M | Sell |
10,398
-4,749
| -31% | -$921K | 0.8% | 16 |
|
|
2023
Q1 | $2.5M | Sell |
15,147
-94
| -0.6% | -$15.5K | 1.51% | 14 |
|
|
2022
Q4 | $1.98M | Buy |
15,241
+96
| +0.6% | +$12.5K | 1.31% | 15 |
|
|
2022
Q3 | $2.09M | Sell |
15,145
-306
| -2% | -$42.3K | 1.88% | 10 |
|
|
2022
Q2 | $2.11M | Buy |
15,451
+42
| +0.3% | +$5.74K | 1.72% | 8 |
|
|
2022
Q1 | $2.69M | Sell |
15,409
-569
| -4% | -$99.4K | 2.2% | 6 |
|
|
2021
Q4 | $2.84M | Buy |
+15,978
| New | +$2.84M | 2.35% | 6 |
|