SPIA
Strategic Point Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
7,956
+65
| +0.8% | +$13.3K | 0.25% | 26 |
|
|
2025
Q1 | $1.75M | Sell |
7,891
-407
| -5% | -$90.4K | 0.29% | 24 |
|
|
2024
Q4 | $2.08M | Buy |
8,298
+1,036
| +14% | +$259K | 0.34% | 22 |
|
|
2024
Q3 | $1.69M | Hold |
7,262
| – | – | 0.28% | 25 |
|
|
2024
Q2 | $1.53M | Buy |
7,262
+126
| +2% | +$26.5K | 0.27% | 26 |
|
|
2024
Q1 | $1.22M | Sell |
7,136
-552
| -7% | -$94.7K | 0.22% | 26 |
|
|
2023
Q4 | $1.48M | Sell |
7,688
-155
| -2% | -$29.8K | 0.29% | 25 |
|
|
2023
Q3 | $1.34M | Sell |
7,843
-584
| -7% | -$100K | 0.29% | 26 |
|
|
2023
Q2 | $1.63M | Buy |
8,427
+780
| +10% | +$151K | 0.34% | 26 |
|
|
2023
Q1 | $1.26M | Sell |
7,647
-147
| -2% | -$24.2K | 0.28% | 24 |
|
|
2022
Q4 | $1.01M | Hold |
7,794
| – | – | 0.24% | 25 |
|
|
2022
Q3 | $1.08M | Buy |
7,794
+3,885
| +99% | +$537K | 0.3% | 24 |
|
|
2022
Q2 | $534K | Hold |
3,909
| – | – | 0.15% | 24 |
|
|
2022
Q1 | $683K | Buy |
+3,909
| New | +$683K | 0.16% | 25 |
|
|
2021
Q4 | – | Sell |
-1,044
| Closed | -$148K | – | 25 |
|
|
2021
Q3 | $148K | Hold |
1,044
| – | – | 0.04% | 25 |
|
|
2021
Q2 | $143K | Hold |
1,044
| – | – | 0.03% | 26 |
|
|
2021
Q1 | $128K | Buy |
+1,044
| New | +$128K | 0.03% | 25 |
|
|
2020
Q4 | – | Sell |
-1,889
| Closed | -$219K | – | 25 |
|
|
2020
Q3 | $219K | Buy |
+1,889
| New | +$219K | 0.07% | 23 |
|