SA
Stewardship Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
9,100
-280
| -3% | -$57.4K | 0.47% | 34 |
|
|
2025
Q1 | $2.08M | Buy |
9,380
+159
| +2% | +$35.3K | 0.56% | 33 |
|
|
2024
Q4 | $2.31M | Buy |
9,221
+432
| +5% | +$108K | 0.64% | 31 |
|
|
2024
Q3 | $2.05M | Buy |
8,789
+1,708
| +24% | +$398K | 0.58% | 35 |
|
|
2024
Q2 | $1.49M | Buy |
7,081
+33
| +0.5% | +$6.95K | 0.49% | 33 |
|
|
2024
Q1 | $1.21M | Buy |
7,048
+218
| +3% | +$37.4K | 0.41% | 43 |
|
|
2023
Q4 | $1.31M | Buy |
6,830
+272
| +4% | +$52.4K | 0.47% | 30 |
|
|
2023
Q3 | $1.12M | Buy |
6,558
+70
| +1% | +$12K | 0.44% | 31 |
|
|
2023
Q2 | $1.26M | Buy |
6,488
+388
| +6% | +$75.3K | 0.47% | 30 |
|
|
2023
Q1 | $1.01M | Sell |
6,100
-122
| -2% | -$20.1K | 0.39% | 31 |
|
|
2022
Q4 | $808K | Hold |
6,222
| – | – | 0.33% | 36 |
|
|
2022
Q3 | $860K | Buy |
6,222
+9
| +0.1% | +$1.24K | 0.37% | 33 |
|
|
2022
Q2 | $849K | Buy |
6,213
+2
| +0% | +$273 | 0.36% | 33 |
|
|
2022
Q1 | $1.08M | Buy |
6,211
+10
| +0.2% | +$1.75K | 0.4% | 32 |
|
|
2021
Q4 | $1.1M | Buy |
6,201
+2,950
| +91% | +$524K | 0.4% | 35 |
|
|
2021
Q3 | $460K | Buy |
3,251
+3
| +0.1% | +$424 | 0.17% | 39 |
|
|
2021
Q2 | $445K | Sell |
3,248
-5
| -0.2% | -$685 | 0.17% | 42 |
|
|
2021
Q1 | $397K | Buy |
3,253
+6
| +0.2% | +$732 | 0.16% | 38 |
|
|
2020
Q4 | $431K | Hold |
3,247
| – | – | 0.18% | 38 |
|
|
2020
Q3 | $392K | Buy |
3,247
+2,435
| +300% | +$294K | 0.2% | 28 |
|
|
2020
Q2 | $296K | Buy |
812
+20
| +3% | +$7.29K | 0.16% | 30 |
|
|
2020
Q1 | $201K | Buy |
792
+10
| +1% | +$2.54K | 0.13% | 38 |
|
|
2019
Q4 | $230K | Buy |
+782
| New | +$230K | 0.14% | 43 |
|