Strategic Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Buy |
+166,569
| New | +$34.2M | 2.69% | 4 |
|
|
2024
Q4 | $33.5M | Buy |
138,600
+24,662
| +22% | +$5.96M | 2.77% | 4 |
|
|
2024
Q3 | $26.5M | Buy |
113,938
+4,503
| +4% | +$1.05M | 2.55% | 6 |
|
|
2024
Q2 | $23M | Buy |
109,435
+3,540
| +3% | +$746K | 2.41% | 7 |
|
|
2024
Q1 | $18.2M | Buy |
105,895
+9,133
| +9% | +$1.57M | 1.99% | 8 |
|
|
2023
Q4 | $18.6M | Buy |
96,762
+10,396
| +12% | +$2M | 2.3% | 7 |
|
|
2023
Q3 | $14.8M | Buy |
86,366
+2,120
| +3% | +$363K | 1.95% | 9 |
|
|
2023
Q2 | $16.3M | Sell |
84,246
-1,038
| -1% | -$201K | 2.11% | 8 |
|
|
2023
Q1 | $14.1M | Buy |
85,284
+4,372
| +5% | +$721K | 2.16% | 9 |
|
|
2022
Q4 | $10.5M | Buy |
80,912
+5,153
| +7% | +$670K | 1.95% | 8 |
|
|
2022
Q3 | $10.5M | Buy |
75,759
+7,619
| +11% | +$1.05M | 2.22% | 6 |
|
|
2022
Q2 | $9.32M | Buy |
68,140
+829
| +1% | +$113K | 2.01% | 9 |
|
|
2022
Q1 | $11.8M | Buy |
67,311
+3,987
| +6% | +$696K | 2.29% | 5 |
|
|
2021
Q4 | $11.2M | Buy |
63,324
+3,274
| +5% | +$581K | 2.13% | 4 |
|
|
2021
Q3 | $8.5M | Buy |
60,050
+5,154
| +9% | +$729K | 2.5% | 6 |
|
|
2021
Q2 | $7.52M | Buy |
54,896
+12,307
| +29% | +$1.69M | 2.45% | 8 |
|
|
2021
Q1 | $5.2M | Sell |
42,589
-3,632
| -8% | -$444K | 2.08% | 10 |
|
|
2020
Q4 | $6.13M | Buy |
46,221
+792
| +2% | +$105K | 2.57% | 9 |
|
|
2020
Q3 | $5.26M | Sell |
45,429
-13,031
| -22% | -$1.51M | 2.66% | 7 |
|
|
2020
Q2 | $5.33M | Sell |
58,460
-5,888
| -9% | -$537K | 2.76% | 8 |
|
|
2020
Q1 | $4.72M | Buy |
+64,348
| New | +$4.72M | 2.46% | 7 |
|
|
2019
Q4 | – | Sell |
-75,012
| Closed | -$481K | – | 135 |
|
|
2019
Q3 | $481K | Sell |
75,012
-7,544
| -9% | -$48.4K | 2.47% | 5 |
|
|
2019
Q2 | $4.09M | Sell |
82,556
-12,968
| -14% | -$642K | 1.97% | 7 |
|
|
2019
Q1 | $4.57M | Buy |
95,524
+1,752
| +2% | +$83.7K | 2.1% | 8 |
|
|
2018
Q4 | $3.57M | Sell |
93,772
-4,276
| -4% | -$163K | 1.8% | 10 |
|
|
2018
Q3 | $5.53M | Sell |
98,048
-3,016
| -3% | -$170K | 2.95% | 2 |
|
|
2018
Q2 | $4.68M | Sell |
101,064
-16,944
| -14% | -$784K | 2.71% | 3 |
|
|
2018
Q1 | $4.95M | Buy |
118,008
+15,968
| +16% | +$670K | 2.55% | 2 |
|
|
2017
Q4 | $4.49M | Buy |
+102,040
| New | +$4.49M | 2.49% | 3 |
|