SWA
Stratos Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8M | Sell |
198,735
-43,172
| -18% | -$8.86M | 2.15% | 3 |
|
|
2025
Q1 | $53.7M | Buy |
241,907
+4,539
| +2% | +$1.01M | 2.94% | 3 |
|
|
2024
Q4 | $59.4M | Sell |
237,368
-25,838
| -10% | -$6.47M | 2.84% | 2 |
|
|
2024
Q3 | $61.3M | Sell |
263,206
-19,271
| -7% | -$4.49M | 2.81% | 2 |
|
|
2024
Q2 | $59.5M | Sell |
282,477
-15,258
| -5% | -$3.21M | 2.94% | 3 |
|
|
2024
Q1 | $51.1M | Sell |
297,735
-25,904
| -8% | -$4.44M | 3.03% | 1 |
|
|
2023
Q4 | $62.3M | Buy |
323,639
+4,006
| +1% | +$771K | 3.59% | 1 |
|
|
2023
Q3 | $54.7M | Buy |
319,633
+48,573
| +18% | +$8.32M | 3.61% | 1 |
|
|
2023
Q2 | $52.6M | Buy |
271,060
+4,920
| +2% | +$954K | 3.73% | 1 |
|
|
2023
Q1 | $43.9M | Sell |
266,140
-2,318
| -0.9% | -$382K | 3.38% | 1 |
|
|
2022
Q4 | $34.9M | Buy |
268,458
+111,632
| +71% | +$14.5M | 2.91% | 1 |
|
|
2022
Q3 | $21.7M | Sell |
156,826
-1,261
| -0.8% | -$174K | 2.28% | 2 |
|
|
2022
Q2 | $21.6M | Buy |
158,087
+1,669
| +1% | +$228K | 1.96% | 3 |
|
|
2022
Q1 | $27.3M | Sell |
156,418
-10,604
| -6% | -$1.85M | 2.22% | 3 |
|
|
2021
Q4 | $29.7M | Buy |
167,022
+3,359
| +2% | +$596K | 2.14% | 2 |
|
|
2021
Q3 | $23.2M | Buy |
163,663
+17,522
| +12% | +$2.48M | 1.98% | 3 |
|
|
2021
Q2 | $20M | Buy |
146,141
+11,360
| +8% | +$1.56M | 1.77% | 4 |
|
|
2021
Q1 | $16.5M | Buy |
134,781
+6,921
| +5% | +$845K | 1.75% | 4 |
|
|
2020
Q4 | $17M | Buy |
127,860
+17,757
| +16% | +$2.36M | 2.34% | 2 |
|
|
2020
Q3 | $12.8M | Buy |
110,103
+83,912
| +320% | +$9.72M | 3.11% | 1 |
|
|
2020
Q2 | $9.55M | Buy |
26,191
+1,595
| +6% | +$582K | 2.93% | 3 |
|
|
2020
Q1 | $6.26M | Sell |
24,596
-1,072
| -4% | -$273K | 4.43% | 4 |
|
|
2019
Q4 | $7.54M | Sell |
25,668
-8,323
| -24% | -$2.44M | 4.28% | 5 |
|
|
2019
Q3 | $7.61M | Sell |
33,991
-635
| -2% | -$142K | 2.91% | 6 |
|
|
2019
Q2 | $6.85M | Buy |
34,626
+815
| +2% | +$161K | 2.73% | 7 |
|
|
2019
Q1 | $6.42M | Buy |
33,811
+757
| +2% | +$144K | 3.47% | 4 |
|
|
2018
Q4 | $5.21M | Buy |
+33,054
| New | +$5.21M | 3.48% | 3 |
|