Stonegate Investment Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204M Buy
2025
Q1
$221M Sell
2024
Q4
$251M Sell
2024
Q3
$241M Sell
2024
Q2
$219M Buy
2024
Q1
$176M Buy
2023
Q4
$196M Sell
2023
Q3
$175M Sell
2023
Q2
$202M Sell
2023
Q1
$174M Buy
2022
Q4
$134M Sell
2022
Q3
$144M Buy
2022
Q2
$142M Buy
2022
Q1
$162M Sell
2021
Q4
$165M Buy