Strategic Wealth Investment Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
11,031
+1,109
| +11% | +$228K | 3.28% | 8 |
|
|
2025
Q1 | $2.2M | Sell |
9,922
-169,108
| -94% | -$37.6M | 3.84% | 2 |
|
|
2024
Q4 | $44.8M | Sell |
179,030
-2,817
| -2% | -$705K | 4.95% | 2 |
|
|
2024
Q3 | $41.1M | Sell |
181,847
-49,433
| -21% | -$11.2M | 4.41% | 3 |
|
|
2024
Q2 | $50.1M | Buy |
+231,280
| New | +$50.1M | 6.34% | 2 |
|
|
2023
Q4 | $35.6M | Buy |
184,781
+17,459
| +10% | +$3.36M | 5.35% | 4 |
|
|
2023
Q3 | $28.6M | Buy |
167,322
+11,591
| +7% | +$1.98M | 5.19% | 4 |
|
|
2023
Q2 | $30.2M | Buy |
155,731
+8,824
| +6% | +$1.71M | 4.79% | 4 |
|
|
2023
Q1 | $24.2M | Buy |
146,907
+24,813
| +20% | +$4.09M | 4.49% | 5 |
|
|
2022
Q4 | $16.5M | Buy |
122,094
+11,279
| +10% | +$1.53M | 3.82% | 5 |
|
|
2022
Q3 | $15.3M | Buy |
110,815
+8,315
| +8% | +$1.15M | 4.4% | 5 |
|
|
2022
Q2 | $14M | Sell |
102,500
-13,385
| -12% | -$1.83M | 3.51% | 5 |
|
|
2022
Q1 | $20.2M | Buy |
115,885
+9,737
| +9% | +$1.7M | 4.83% | 5 |
|
|
2021
Q4 | $18.8M | Buy |
106,148
+4,647
| +5% | +$825K | 4.9% | 5 |
|
|
2021
Q3 | $14.4M | Buy |
101,501
+13,362
| +15% | +$1.89M | 4.3% | 5 |
|
|
2021
Q2 | $12.1M | Buy |
88,139
+19,278
| +28% | +$2.64M | 4.28% | 5 |
|
|
2021
Q1 | $8.41M | Buy |
68,861
+7,067
| +11% | +$863K | 4.03% | 6 |
|
|
2020
Q4 | $8.2M | Buy |
61,794
+1,381
| +2% | +$183K | 4.8% | 4 |
|
|
2020
Q3 | $7M | Buy |
60,413
+2,429
| +4% | +$281K | 5.26% | 4 |
|
|
2020
Q2 | $5.29M | Sell |
57,984
-748
| -1% | -$68.2K | 5.18% | 4 |
|
|
2020
Q1 | $3.73M | Sell |
58,732
-2,016
| -3% | -$128K | 6.08% | 4 |
|
|
2019
Q4 | $4.46M | Buy |
+60,748
| New | +$4.46M | 4.62% | 5 |
|