SIAP
Sterling Investment Advisors (Pennsylvania)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
134,283
+32
| +0% | +$6.57K | 6.04% | 1 |
|
|
2025
Q1 | $29.8M | Sell |
134,251
-643
| -0.5% | -$143K | 7.16% | 1 |
|
|
2024
Q4 | $33.8M | Sell |
134,894
-1,631
| -1% | -$408K | 8.19% | 1 |
|
|
2024
Q3 | $31.8M | Sell |
136,525
-2,276
| -2% | -$530K | 8.06% | 1 |
|
|
2024
Q2 | $29.2M | Sell |
138,801
-4,488
| -3% | -$945K | 7.9% | 1 |
|
|
2024
Q1 | $24.6M | Sell |
143,289
-2,420
| -2% | -$415K | 6.91% | 1 |
|
|
2023
Q4 | $28M | Sell |
145,709
-3,352
| -2% | -$645K | 8.73% | 1 |
|
|
2023
Q3 | $25.5M | Sell |
149,061
-4,014
| -3% | -$687K | 8.91% | 1 |
|
|
2023
Q2 | $29.7M | Sell |
153,075
-9,538
| -6% | -$1.85M | 9.81% | 1 |
|
|
2023
Q1 | $26.8M | Buy |
162,613
+7,128
| +5% | +$1.18M | 9.04% | 1 |
|
|
2022
Q4 | $20.2M | Buy |
155,485
+1,227
| +0.8% | +$159K | 7.23% | 1 |
|
|
2022
Q3 | $21.3M | Sell |
154,258
-3,748
| -2% | -$518K | 7.98% | 1 |
|
|
2022
Q2 | $21.6M | Buy |
158,006
+9,972
| +7% | +$1.36M | 7.43% | 1 |
|
|
2022
Q1 | $25.8M | Sell |
148,034
-7,209
| -5% | -$1.26M | 7.33% | 1 |
|
|
2021
Q4 | $27.6M | Sell |
155,243
-5,135
| -3% | -$912K | 7.76% | 1 |
|
|
2021
Q3 | $22.7M | Sell |
160,378
-1,278
| -0.8% | -$181K | 6.75% | 1 |
|
|
2021
Q2 | $22.1M | Sell |
161,656
-481
| -0.3% | -$65.9K | 6.48% | 1 |
|
|
2021
Q1 | $19.8M | Sell |
162,137
-7,922
| -5% | -$968K | 6.39% | 1 |
|
|
2020
Q4 | $22.6M | Sell |
170,059
-17,355
| -9% | -$2.3M | 7.66% | 1 |
|
|
2020
Q3 | $21.7M | Buy |
187,414
+137,597
| +276% | +$15.9M | 8.36% | 1 |
|
|
2020
Q2 | $18.2M | Sell |
49,817
-1,150
| -2% | -$420K | 7.53% | 1 |
|
|
2020
Q1 | $13M | Sell |
50,967
-705
| -1% | -$179K | 6.85% | 1 |
|
|
2019
Q4 | $15.2M | Sell |
51,672
-1,619
| -3% | -$475K | 6.97% | 2 |
|
|
2019
Q3 | $11.9M | Buy |
53,291
+507
| +1% | +$114K | 6.1% | 2 |
|
|
2019
Q2 | $10.4M | Sell |
52,784
-1,635
| -3% | -$324K | 5.35% | 2 |
|
|
2019
Q1 | $10.3M | Buy |
54,419
+2,041
| +4% | +$388K | 5.27% | 1 |
|
|
2018
Q4 | $8.26M | Sell |
52,378
-467
| -0.9% | -$73.7K | 4.86% | 1 |
|
|
2018
Q3 | $11.9M | Sell |
52,845
-2,928
| -5% | -$661K | 6.27% | 1 |
|
|
2018
Q2 | $10.3M | Sell |
55,773
-32
| -0.1% | -$5.92K | 6.1% | 1 |
|
|
2018
Q1 | $9.36M | Sell |
55,805
-81
| -0.1% | -$13.6K | 5.75% | 1 |
|
|
2017
Q4 | $9.46M | Sell |
55,886
-969
| -2% | -$164K | 5.86% | 1 |
|
|
2017
Q3 | $8.76M | Sell |
56,855
-1,978
| -3% | -$305K | 5.81% | 1 |
|
|
2017
Q2 | $8.47M | Sell |
58,833
-985
| -2% | -$142K | 5.65% | 1 |
|
|
2017
Q1 | $8.59M | Sell |
59,818
-1,056
| -2% | -$152K | 6.18% | 1 |
|
|
2016
Q4 | $7.05M | Buy |
+60,874
| New | +$7.05M | 5.64% | 1 |
|