SCA
Stuart Chaussee & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
3,193
+100
| +3% | +$20.5K | 0.15% | 23 |
|
|
2025
Q1 | $687K | Sell |
3,093
-44
| -1% | -$9.77K | 0.17% | 19 |
|
|
2024
Q4 | $785K | Buy |
3,137
+287
| +10% | +$71.9K | 0.19% | 17 |
|
|
2024
Q3 | $664K | Buy |
2,850
+1
| +0% | +$233 | 0.17% | 17 |
|
|
2024
Q2 | $600K | Buy |
2,849
+88
| +3% | +$18.5K | 0.17% | 17 |
|
|
2024
Q1 | $473K | Buy |
2,761
+181
| +7% | +$31K | 0.14% | 19 |
|
|
2023
Q4 | $497K | Buy |
2,580
+1,260
| +95% | +$243K | 0.15% | 18 |
|
|
2023
Q3 | $226K | Hold |
1,320
| – | – | 0.08% | 23 |
|
|
2023
Q2 | $256K | Sell |
1,320
-2
| -0.2% | -$388 | 0.08% | 20 |
|
|
2023
Q1 | $218K | Hold |
1,322
| – | – | 0.07% | 18 |
|
|
2022
Q4 | $172K | Hold |
1,322
| – | – | 0.06% | 21 |
|
|
2022
Q3 | $183K | Sell |
1,322
-75
| -5% | -$10.4K | 0.42% | 12 |
|
|
2022
Q2 | $191K | Sell |
1,397
-428
| -23% | -$58.5K | 0.41% | 14 |
|
|
2022
Q1 | $319K | Buy |
1,825
+32
| +2% | +$5.59K | 0.15% | 17 |
|
|
2021
Q4 | $318K | Buy |
1,793
+99
| +6% | +$17.6K | 0.14% | 19 |
|
|
2021
Q3 | $240K | Hold |
1,694
| – | – | 0.37% | 13 |
|
|
2021
Q2 | $232K | Sell |
1,694
-1,456
| -46% | -$199K | 0.1% | 18 |
|
|
2021
Q1 | $385K | Sell |
3,150
-24,374
| -89% | -$2.98M | 0.15% | 20 |
|
|
2020
Q4 | $3.65M | Buy |
27,524
+24,524
| +817% | +$3.25M | 1.47% | 6 |
|
|
2020
Q3 | $347K | Buy |
3,000
+2,300
| +329% | +$266K | 0.16% | 16 |
|
|
2020
Q2 | $255K | Buy |
700
+155
| +28% | +$56.5K | 0.13% | 15 |
|
|
2020
Q1 | $139K | Sell |
545
-1,754
| -76% | -$447K | 0.13% | 19 |
|
|
2019
Q4 | $675K | Buy |
2,299
+975
| +74% | +$286K | 0.38% | 10 |
|
|
2019
Q3 | $297K | Hold |
1,324
| – | – | 0.18% | 16 |
|
|
2019
Q2 | $262K | Buy |
1,324
+165
| +14% | +$32.7K | 0.16% | 20 |
|
|
2019
Q1 | $220K | Buy |
1,159
+596
| +106% | +$113K | 0.14% | 17 |
|
|
2018
Q4 | $89K | Hold |
563
| – | – | 0.07% | 23 |
|
|
2018
Q3 | $127K | Hold |
563
| – | – | 0.08% | 26 |
|
|
2018
Q2 | $104K | Hold |
563
| – | – | 0.07% | 31 |
|
|
2018
Q1 | $94K | Hold |
563
| – | – | 0.39% | 19 |
|
|
2017
Q4 | $96K | Buy |
563
+460
| +447% | +$78.4K | 0.07% | 23 |
|
|
2017
Q3 | $16K | Hold |
103
| – | – | 0.01% | 56 |
|
|
2017
Q2 | $15K | Sell |
103
-300
| -74% | -$43.7K | 0.01% | 52 |
|
|
2017
Q1 | $58K | Buy |
+403
| New | +$58K | 0.06% | 34 |
|
|
2016
Q2 | – | Sell |
-340
| Closed | -$37K | – | 76 |
|
|
2016
Q1 | $37K | Sell |
340
-231
| -40% | -$25.1K | 0.03% | 45 |
|
|
2015
Q4 | $60K | Buy |
+571
| New | +$60K | 0.06% | 33 |
|