SPIA
Steward Partners Investment Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429M | Sell |
2,090,296
-57,147
| -3% | -$11.7M | 3.35% | 1 |
|
|
2025
Q1 | $477M | Sell |
2,147,443
-24,847
| -1% | -$5.52M | 4.22% | 1 |
|
|
2024
Q4 | $544M | Buy |
2,172,290
+29,021
| +1% | +$7.27M | 4.83% | 1 |
|
|
2024
Q3 | $499M | Buy |
2,143,269
+125,229
| +6% | +$29.2M | 4.61% | 1 |
|
|
2024
Q2 | $425M | Buy |
2,018,040
+27,652
| +1% | +$5.82M | 4.48% | 1 |
|
|
2024
Q1 | $341M | Buy |
1,990,388
+32,644
| +2% | +$5.6M | 3.76% | 1 |
|
|
2023
Q4 | $377M | Buy |
1,957,744
+32,099
| +2% | +$6.18M | 5.1% | 1 |
|
|
2023
Q3 | $330M | Buy |
1,925,645
+63,625
| +3% | +$10.9M | 5.07% | 1 |
|
|
2023
Q2 | $361M | Buy |
1,862,020
+5,214
| +0.3% | +$1.01M | 5.42% | 1 |
|
|
2023
Q1 | $306M | Buy |
1,856,806
+4,475
| +0.2% | +$738K | 4.9% | 1 |
|
|
2022
Q4 | $241M | Sell |
1,852,331
-22,052
| -1% | -$2.87M | 4.1% | 1 |
|
|
2022
Q3 | $259M | Buy |
1,874,383
+41,982
| +2% | +$5.8M | 4.84% | 1 |
|
|
2022
Q2 | $251M | Buy |
1,832,401
+5,752
| +0.3% | +$786K | 4.59% | 1 |
|
|
2022
Q1 | $319M | Sell |
1,826,649
-35,029
| -2% | -$6.12M | 4.94% | 1 |
|
|
2021
Q4 | $331M | Buy |
1,861,678
+39,743
| +2% | +$7.06M | 5.02% | 1 |
|
|
2021
Q3 | $258M | Buy |
1,821,935
+46,537
| +3% | +$6.58M | 4.43% | 1 |
|
|
2021
Q2 | $243M | Sell |
1,775,398
-370,209
| -17% | -$50.7M | 4.11% | 1 |
|
|
2021
Q1 | $262M | Buy |
2,145,607
+376,701
| +21% | +$46M | 4.61% | 1 |
|
|
2020
Q4 | $235M | Sell |
1,768,906
-17,320
| -1% | -$2.3M | 5.08% | 1 |
|
|
2020
Q3 | $207M | Buy |
1,786,226
+1,355,114
| +314% | +$157M | 5.21% | 1 |
|
|
2020
Q2 | $157M | Buy |
431,112
+14,192
| +3% | +$5.18M | 4.48% | 1 |
|
|
2020
Q1 | $106M | Buy |
416,920
+7,252
| +2% | +$1.84M | 3.88% | 1 |
|
|
2019
Q4 | $120M | Sell |
409,668
-190
| -0% | -$55.8K | 3.55% | 1 |
|
|
2019
Q3 | $91.8M | Buy |
409,858
+13,846
| +3% | +$3.1M | 3.09% | 1 |
|
|
2019
Q2 | $78.4M | Sell |
396,012
-2,481
| -0.6% | -$491K | 2.88% | 1 |
|
|
2019
Q1 | $75.7M | Buy |
398,493
+15,591
| +4% | +$2.96M | 3.21% | 1 |
|
|
2018
Q4 | $60.4M | Buy |
382,902
+33,621
| +10% | +$5.3M | 2.94% | 1 |
|
|
2018
Q3 | $78.8M | Buy |
349,281
+25,515
| +8% | +$5.76M | 3.76% | 1 |
|
|
2018
Q2 | $59.9M | Buy |
323,766
+24,414
| +8% | +$4.52M | 3.58% | 1 |
|
|
2018
Q1 | $50.2M | Buy |
299,352
+13,428
| +5% | +$2.25M | 3.44% | 2 |
|
|
2017
Q4 | $48.4M | Buy |
285,924
+55,874
| +24% | +$9.46M | 3.7% | 2 |
|
|
2017
Q3 | $35.5M | Buy |
230,050
+14,833
| +7% | +$2.29M | 3.61% | 2 |
|
|
2017
Q2 | $31M | Buy |
215,217
+26,131
| +14% | +$3.76M | 3.48% | 2 |
|
|
2017
Q1 | $27.2M | Buy |
189,086
+129,499
| +217% | +$18.6M | 4.11% | 2 |
|
|
2016
Q4 | $6.9M | Buy |
+59,587
| New | +$6.9M | 3.15% | 2 |
|