SIS
Strategic Investment Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
51,246
-1,602
| -3% | -$331K | 3.2% | 6 |
|
|
2025
Q1 | $11.7M | Buy |
52,848
+323
| +0.6% | +$71.7K | 3.41% | 8 |
|
|
2024
Q4 | $10.8M | Sell |
52,525
-286
| -0.5% | -$58.6K | 3.6% | 8 |
|
|
2024
Q3 | $12.3M | Sell |
52,811
-54
| -0.1% | -$12.6K | 3.69% | 7 |
|
|
2024
Q2 | $11.2M | Buy |
+52,865
| New | +$11.2M | 3.61% | 7 |
|
|
2023
Q4 | $10.1M | Sell |
52,227
-630,221
| -92% | -$121M | 1.74% | 15 |
|
|
2023
Q3 | $125M | Buy |
682,448
+671,658
| +6,225% | +$123M | 1.54% | 17 |
|
|
2023
Q2 | $1.96M | Sell |
10,790
-8,701
| -45% | -$1.58M | 0.4% | 26 |
|
|
2023
Q1 | $3.21M | Sell |
19,491
-349
| -2% | -$57.5K | 0.63% | 35 |
|
|
2022
Q4 | $2.99M | Buy |
+19,840
| New | +$2.99M | 1.48% | 17 |
|