Stephenson & Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
7,683
+511
| +7% | +$105K | 0.96% | 16 |
|
|
2025
Q1 | $1.59M | Buy |
7,172
+98
| +1% | +$21.8K | 1.04% | 17 |
|
|
2024
Q4 | $1.77M | Buy |
7,074
+110
| +2% | +$27.5K | 1.19% | 14 |
|
|
2024
Q3 | $1.62M | Sell |
6,964
-24
| -0.3% | -$5.59K | 1.1% | 16 |
|
|
2024
Q2 | $1.47M | Sell |
6,988
-1,790
| -20% | -$377K | 1.09% | 16 |
|
|
2024
Q1 | $1.51M | Sell |
8,778
-122
| -1% | -$20.9K | 1.1% | 16 |
|
|
2023
Q4 | $1.71M | Buy |
+8,900
| New | +$1.71M | 1.44% | 13 |
|