SFS
Strategic Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
72,094
-880
| -1% | -$181K | 0.8% | 19 |
|
|
2025
Q1 | $16.2M | Sell |
72,974
-1,708
| -2% | -$379K | 0.95% | 18 |
|
|
2024
Q4 | $18.7M | Buy |
74,682
+290
| +0.4% | +$72.6K | 1.12% | 18 |
|
|
2024
Q3 | $17.3M | Buy |
74,392
+966
| +1% | +$225K | 1.03% | 17 |
|
|
2024
Q2 | $15.5M | Sell |
73,426
-3,411
| -4% | -$718K | 0.98% | 17 |
|
|
2024
Q1 | $13.2M | Buy |
76,837
+281
| +0.4% | +$48.2K | 0.85% | 17 |
|
|
2023
Q4 | $14.7M | Sell |
76,556
-1,892
| -2% | -$364K | 1.04% | 17 |
|
|
2023
Q3 | $13.4M | Sell |
78,448
-2,190
| -3% | -$375K | 1.05% | 18 |
|
|
2023
Q2 | $14.4M | Sell |
80,638
-451
| -0.6% | -$80.4K | 1.07% | 19 |
|
|
2023
Q1 | $13.4M | Sell |
81,089
-105
| -0.1% | -$17.3K | 1.03% | 17 |
|
|
2022
Q4 | $10.5M | Sell |
81,194
-801
| -1% | -$104K | 0.84% | 18 |
|
|
2022
Q3 | $11.3M | Sell |
81,995
-4,225
| -5% | -$584K | 1% | 16 |
|
|
2022
Q2 | $11.8M | Sell |
86,220
-2,143
| -2% | -$293K | 1% | 14 |
|
|
2022
Q1 | $15.4M | Sell |
88,363
-165
| -0.2% | -$28.8K | 1.17% | 12 |
|
|
2021
Q4 | $15.7M | Sell |
88,528
-7,166
| -7% | -$1.27M | 1.17% | 13 |
|
|
2021
Q3 | $13.5M | Sell |
95,694
-3,919
| -4% | -$555K | 1.07% | 14 |
|
|
2021
Q2 | $13.6M | Sell |
99,613
-3,345
| -3% | -$458K | 1.08% | 15 |
|
|
2021
Q1 | $12.6M | Sell |
102,958
-9,211
| -8% | -$1.13M | 1.06% | 15 |
|
|
2020
Q4 | $14.9M | Sell |
112,169
-23,543
| -17% | -$3.12M | 1.33% | 13 |
|
|
2020
Q3 | $15.7M | Buy |
135,712
+98,379
| +264% | +$11.4M | 1.61% | 14 |
|
|
2020
Q2 | $13.6M | Sell |
37,333
-10,580
| -22% | -$3.86M | 1.51% | 15 |
|
|
2020
Q1 | $12.2M | Sell |
47,913
-7,051
| -13% | -$1.79M | 1.63% | 13 |
|
|
2019
Q4 | $16.1M | Sell |
54,964
-8,584
| -14% | -$2.52M | 1.85% | 13 |
|
|
2019
Q3 | $14.2M | Sell |
63,548
-1,454
| -2% | -$326K | 1.82% | 10 |
|
|
2019
Q2 | $12.9M | Sell |
65,002
-1,673
| -3% | -$331K | 1.7% | 14 |
|
|
2019
Q1 | $12.7M | Sell |
66,675
-1,613
| -2% | -$306K | 1.75% | 14 |
|
|
2018
Q4 | $10.8M | Buy |
68,288
+9,003
| +15% | +$1.42M | 1.69% | 14 |
|
|
2018
Q3 | $13.4M | Sell |
59,285
-1,809
| -3% | -$408K | 1.99% | 10 |
|
|
2018
Q2 | $11.3M | Buy |
61,094
+754
| +1% | +$140K | 1.74% | 10 |
|
|
2018
Q1 | $10.1M | Buy |
60,340
+296
| +0.5% | +$49.7K | 1.65% | 9 |
|
|
2017
Q4 | $10.2M | Sell |
60,044
-16
| -0% | -$2.71K | 1.61% | 9 |
|
|
2017
Q3 | $9.26M | Buy |
60,060
+1,192
| +2% | +$184K | 1.53% | 9 |
|
|
2017
Q2 | $8.48M | Sell |
58,868
-10,366
| -15% | -$1.49M | 1.48% | 8 |
|
|
2017
Q1 | $9.95M | Sell |
69,234
-11,469
| -14% | -$1.65M | 1.81% | 8 |
|
|
2016
Q4 | $9.35M | Sell |
80,703
-117
| -0.1% | -$13.6K | 1.79% | 9 |
|
|
2016
Q3 | $9.14M | Sell |
80,820
-349
| -0.4% | -$39.5K | 1.81% | 9 |
|
|
2016
Q2 | $8.46M | Sell |
81,169
-360
| -0.4% | -$37.5K | 1.7% | 9 |
|
|
2016
Q1 | $8.89M | Buy |
81,529
+2,411
| +3% | +$263K | 2.06% | 8 |
|
|
2015
Q4 | $8.33M | Buy |
79,118
+1,305
| +2% | +$137K | 2.19% | 7 |
|
|
2015
Q3 | $8.58M | Buy |
77,813
+1,110
| +1% | +$122K | 2.38% | 8 |
|
|
2015
Q2 | $9.62M | Sell |
76,703
-6,403
| -8% | -$803K | 2.7% | 4 |
|
|
2015
Q1 | $10.3M | Buy |
83,106
+3,492
| +4% | +$435K | 2.66% | 4 |
|
|
2014
Q4 | $8.79M | Sell |
79,614
-1,310
| -2% | -$145K | 2.39% | 5 |
|
|
2014
Q3 | $8.15M | Sell |
80,924
-16,719
| -17% | -$1.68M | 2.28% | 4 |
|
|
2014
Q2 | $9.07M | Buy |
97,643
+83,768
| +604% | +$7.78M | 2.51% | 4 |
|
|
2014
Q1 | $7.45M | Buy |
13,875
+1,456
| +12% | +$781K | 2.18% | 7 |
|
|
2013
Q4 | $6.97M | Buy |
12,419
+116
| +0.9% | +$65.1K | 2.21% | 6 |
|
|
2013
Q3 | $5.87M | Sell |
12,303
-5,055
| -29% | -$2.41M | 1.97% | 6 |
|
|
2013
Q2 | $6.88M | Buy |
+17,358
| New | +$6.88M | 2.43% | 5 |
|