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Stonegate Investment Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204M Buy
996,690
+618
+0.1% +$127K 5.14% 2
2025
Q1
$221M Sell
996,072
-6,600
-0.7% -$1.47M 5.92% 1
2024
Q4
$251M Sell
1,002,672
-30,218
-3% -$7.57M 6.7% 1
2024
Q3
$241M Sell
1,032,890
-5,214
-0.5% -$1.21M 6.34% 1
2024
Q2
$219M Buy
1,038,104
+11,365
+1% +$2.39M 6.32% 1
2024
Q1
$176M Buy
1,026,739
+8,154
+0.8% +$1.4M 5.52% 2
2023
Q4
$196M Sell
1,018,585
-5,725
-0.6% -$1.1M 6.49% 1
2023
Q3
$175M Sell
1,024,310
-14,833
-1% -$2.54M 6.37% 1
2023
Q2
$202M Sell
1,039,143
-16,230
-2% -$3.15M 7.17% 1
2023
Q1
$174M Buy
1,055,373
+20,721
+2% +$3.42M 6.53% 1
2022
Q4
$134M Sell
1,034,652
-8,310
-0.8% -$1.08M 5.81% 2
2022
Q3
$144M Buy
1,042,962
+3,539
+0.3% +$489K 6.61% 1
2022
Q2
$142M Buy
1,039,423
+109,659
+12% +$15M 6.22% 1
2022
Q1
$162M Sell
929,764
-1,767
-0.2% -$309K 5.33% 2
2021
Q4
$165M Buy
+931,531
New +$165M 6.94% 1