SIG
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 |
|