Strategic Advocates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Buy |
36,222
+1,567
| +5% | +$321K | 2.21% | 10 |
|
|
2025
Q1 | $7.7M | Sell |
34,655
-4,034
| -10% | -$896K | 2.68% | 10 |
|
|
2024
Q4 | $9.69M | Buy |
38,689
+3,338
| +9% | +$836K | 3.27% | 9 |
|
|
2024
Q3 | $8.24M | Buy |
35,351
+3,659
| +12% | +$853K | 2.95% | 11 |
|
|
2024
Q2 | $6.68M | Sell |
31,692
-9,511
| -23% | -$2M | 2.65% | 11 |
|
|
2024
Q1 | $7.07M | Sell |
41,203
-17,308
| -30% | -$2.97M | 2.72% | 10 |
|
|
2023
Q4 | $11.3M | Sell |
58,511
-842
| -1% | -$162K | 4.79% | 4 |
|
|
2023
Q3 | $10.2M | Buy |
+59,353
| New | +$10.2M | 4.78% | 5 |
|