Strategic Equity Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
2,466
-1,366
| -36% | -$280K | 0.19% | 44 |
|
|
2025
Q1 | $851K | Buy |
3,832
+1
| +0% | +$222 | 0.36% | 29 |
|
|
2024
Q4 | $959K | Buy |
3,831
+1,891
| +97% | +$474K | 0.4% | 28 |
|
|
2024
Q3 | $452K | Buy |
1,940
+462
| +31% | +$108K | 0.21% | 37 |
|
|
2024
Q2 | $311K | Sell |
1,478
-28
| -2% | -$5.9K | 0.2% | 37 |
|
|
2024
Q1 | $258K | Buy |
1,506
+352
| +31% | +$60.4K | 0.22% | 31 |
|
|
2023
Q4 | $222K | Sell |
1,154
-6,983
| -86% | -$1.34M | 0.25% | 24 |
|
|
2023
Q3 | $1.39M | Buy |
8,137
+29
| +0.4% | +$4.97K | 0.52% | 21 |
|
|
2023
Q2 | $1.57M | Sell |
8,108
-420
| -5% | -$81.5K | 0.54% | 22 |
|
|
2023
Q1 | $1.41M | Buy |
8,528
+420
| +5% | +$69.3K | 0.5% | 24 |
|
|
2022
Q4 | $1.05M | Sell |
8,108
-95
| -1% | -$12.3K | 0.4% | 21 |
|
|
2022
Q3 | $1.13M | Hold |
8,203
| – | – | 0.47% | 21 |
|
|
2022
Q2 | $1.12M | Buy |
8,203
+65
| +0.8% | +$8.89K | 0.58% | 21 |
|
|
2022
Q1 | $1.42M | Buy |
8,138
+30
| +0.4% | +$5.24K | 0.51% | 23 |
|
|
2021
Q4 | $1.44M | Buy |
8,108
+581
| +8% | +$103K | 0.45% | 27 |
|
|
2021
Q3 | $1.07M | Buy |
7,527
+35
| +0.5% | +$4.95K | 0.36% | 27 |
|
|
2021
Q2 | $1.03M | Buy |
7,492
+75
| +1% | +$10.3K | 0.35% | 27 |
|
|
2021
Q1 | $906K | Buy |
7,417
+153
| +2% | +$18.7K | 0.38% | 24 |
|
|
2020
Q4 | $964K | Buy |
+7,264
| New | +$964K | 0.43% | 21 |
|