SCM
Stordahl Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
4,887
+125
| +3% | +$25.6K | 0.22% | 27 |
|
|
2025
Q1 | $1.06M | Sell |
4,762
-59
| -1% | -$13.1K | 0.25% | 25 |
|
|
2024
Q4 | $1.21M | Buy |
4,821
+354
| +8% | +$88.7K | 0.29% | 24 |
|
|
2024
Q3 | $1.01M | Sell |
4,467
-30
| -0.7% | -$6.79K | 0.24% | 25 |
|
|
2024
Q2 | $947K | Hold |
4,497
| – | – | 0.24% | 26 |
|
|
2024
Q1 | $771K | Sell |
4,497
-559
| -11% | -$95.9K | 0.19% | 28 |
|
|
2023
Q4 | $973K | Buy |
5,056
+7
| +0.1% | +$1.35K | 0.26% | 27 |
|
|
2023
Q3 | $864K | Hold |
5,049
| – | – | 0.26% | 28 |
|
|
2023
Q2 | $979K | Buy |
5,049
+1
| +0% | +$194 | 0.28% | 28 |
|
|
2023
Q1 | $832K | Buy |
5,048
+322
| +7% | +$53.1K | 0.25% | 29 |
|
|
2022
Q4 | $614K | Sell |
4,726
-127
| -3% | -$16.5K | 0.2% | 32 |
|
|
2022
Q3 | $671K | Sell |
4,853
-408
| -8% | -$56.4K | 0.24% | 30 |
|
|
2022
Q2 | $719K | Buy |
5,261
+23
| +0.4% | +$3.14K | 0.27% | 30 |
|
|
2022
Q1 | $915K | Buy |
5,238
+2,181
| +71% | +$381K | 0.34% | 27 |
|
|
2021
Q4 | $543K | Hold |
3,057
| – | – | 0.2% | 34 |
|
|
2021
Q3 | $433K | Buy |
+3,057
| New | +$433K | 0.17% | 34 |
|
|
2021
Q1 | – | Sell |
-1,541
| Closed | -$204K | – | 46 |
|
|
2020
Q4 | $204K | Buy |
+1,541
| New | +$204K | 0.09% | 47 |
|