Strategic Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
79,264
-10,644
| -12% | -$2.18M | 1.58% | 15 |
|
|
2025
Q1 | $20M | Buy |
89,908
+800
| +0.9% | +$178K | 2.12% | 10 |
|
|
2024
Q4 | $22.3M | Sell |
89,108
-2,332
| -3% | -$584K | 2.37% | 9 |
|
|
2024
Q3 | $21.3M | Buy |
91,440
+5,088
| +6% | +$1.19M | 2.33% | 9 |
|
|
2024
Q2 | $18.2M | Buy |
86,352
+2,330
| +3% | +$491K | 2.22% | 9 |
|
|
2024
Q1 | $14.4M | Buy |
84,022
+4,629
| +6% | +$794K | 1.85% | 11 |
|
|
2023
Q4 | $15.3M | Sell |
79,393
-1,683
| -2% | -$324K | 2.21% | 10 |
|
|
2023
Q3 | $13.9M | Sell |
81,076
-1,043
| -1% | -$179K | 2.29% | 10 |
|
|
2023
Q2 | $15.9M | Buy |
82,119
+8,002
| +11% | +$1.55M | 2.21% | 10 |
|
|
2023
Q1 | $12.2M | Buy |
74,117
+2,137
| +3% | +$352K | 2.21% | 11 |
|
|
2022
Q4 | $9.35M | Sell |
71,980
-950
| -1% | -$123K | 1.94% | 13 |
|
|
2022
Q3 | $10.1M | Sell |
72,930
-3,201
| -4% | -$442K | 2.27% | 11 |
|
|
2022
Q2 | $10.4M | Buy |
76,131
+4,143
| +6% | +$566K | 2.08% | 11 |
|
|
2022
Q1 | $12.6M | Buy |
71,988
+4,637
| +7% | +$810K | 2.37% | 11 |
|
|
2021
Q4 | $12M | Sell |
67,351
-3,253
| -5% | -$578K | 2.31% | 12 |
|
|
2021
Q3 | $9.99M | Buy |
70,604
+2,447
| +4% | +$346K | 2.19% | 13 |
|
|
2021
Q2 | $9.34M | Buy |
68,157
+4,877
| +8% | +$668K | 2.14% | 12 |
|
|
2021
Q1 | $7.73M | Sell |
63,280
-5,359
| -8% | -$655K | 2.01% | 13 |
|
|
2020
Q4 | $9.11M | Buy |
68,639
+18,612
| +37% | +$2.47M | 2.63% | 10 |
|
|
2020
Q3 | $5.8M | Sell |
50,027
-4,017
| -7% | -$466K | 1.96% | 12 |
|
|
2020
Q2 | $4.93M | Buy |
54,044
+1,424
| +3% | +$130K | 1.86% | 13 |
|
|
2020
Q1 | $3.35M | Buy |
52,620
+1,628
| +3% | +$103K | 1.54% | 16 |
|
|
2019
Q4 | $3.74M | Buy |
50,992
+948
| +2% | +$69.6K | 1.55% | 16 |
|
|
2019
Q3 | $2.8M | Buy |
50,044
+7,096
| +17% | +$397K | 1.34% | 22 |
|
|
2019
Q2 | $2.11M | Sell |
42,948
-7,700
| -15% | -$379K | 1.15% | 25 |
|
|
2019
Q1 | $2.41M | Buy |
50,648
+5,868
| +13% | +$279K | 1.65% | 15 |
|
|
2018
Q4 | $1.77M | Buy |
+44,780
| New | +$1.77M | 1.59% | 18 |
|