Sterling Manor Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
12,545
-200
| -2% | -$41K | 1.72% | 15 |
|
|
2025
Q1 | $2.83M | Sell |
12,745
-448
| -3% | -$99.5K | 2.02% | 15 |
|
|
2024
Q4 | $3.3M | Sell |
13,193
-400
| -3% | -$100K | 2.3% | 14 |
|
|
2024
Q3 | $3.17M | Buy |
13,593
+182
| +1% | +$42.4K | 2.15% | 14 |
|
|
2024
Q2 | $2.82M | Sell |
13,411
-2,725
| -17% | -$574K | 2.15% | 13 |
|
|
2024
Q1 | $2.77M | Buy |
16,136
+134
| +0.8% | +$23K | 2.08% | 13 |
|
|
2023
Q4 | $3.08M | Sell |
16,002
-1,299
| -8% | -$250K | 2.61% | 13 |
|
|
2023
Q3 | $2.96M | Sell |
17,301
-320
| -2% | -$54.8K | 2.68% | 14 |
|
|
2023
Q2 | $3.42M | Buy |
17,621
+295
| +2% | +$57.2K | 2.88% | 14 |
|
|
2023
Q1 | $2.86M | Buy |
17,326
+180
| +1% | +$29.7K | 2.77% | 13 |
|
|
2022
Q4 | $2.23M | Buy |
17,146
+3,050
| +22% | +$396K | 2.47% | 7 |
|
|
2022
Q3 | $1.95M | Sell |
14,096
-105
| -0.7% | -$14.5K | 2.42% | 7 |
|
|
2022
Q2 | $1.94M | Sell |
14,201
-6,241
| -31% | -$853K | 2.38% | 13 |
|
|
2022
Q1 | $3.57M | Buy |
20,442
+1
| +0% | +$175 | 2.85% | 11 |
|
|
2021
Q4 | $3.63M | Buy |
20,441
+3,992
| +24% | +$709K | 2.83% | 11 |
|
|
2021
Q3 | $2.33M | Buy |
16,449
+1,128
| +7% | +$160K | 1.94% | 19 |
|
|
2021
Q2 | $2.1M | Buy |
15,321
+775
| +5% | +$106K | 1.68% | 22 |
|
|
2021
Q1 | $1.78M | Sell |
14,546
-559
| -4% | -$68.3K | 1.58% | 26 |
|
|
2020
Q4 | $2M | Buy |
+15,105
| New | +$2M | 1.86% | 22 |
|