SIM
Studio Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Sell |
36,007
-595
| -2% | -$122K | 1.48% | 13 |
|
|
2025
Q1 | $8.13M | Sell |
36,602
-548
| -1% | -$122K | 1.68% | 13 |
|
|
2024
Q4 | $9.3M | Sell |
37,150
-201
| -0.5% | -$50.3K | 1.98% | 12 |
|
|
2024
Q3 | $8.7M | Sell |
37,351
-55
| -0.1% | -$12.8K | 1.83% | 11 |
|
|
2024
Q2 | $7.88M | Sell |
37,406
-107
| -0.3% | -$22.5K | 1.79% | 11 |
|
|
2024
Q1 | $6.43M | Sell |
37,513
-176
| -0.5% | -$30.2K | 1.53% | 14 |
|
|
2023
Q4 | $7.26M | Sell |
37,689
-4,007
| -10% | -$771K | 1.85% | 10 |
|
|
2023
Q3 | $7.14M | Sell |
41,696
-3,402
| -8% | -$582K | 1.99% | 10 |
|
|
2023
Q2 | $8.75M | Sell |
45,098
-761
| -2% | -$148K | 2.45% | 7 |
|
|
2023
Q1 | $7.56M | Sell |
45,859
-1,905
| -4% | -$314K | 2.28% | 8 |
|
|
2022
Q4 | $6.21M | Sell |
47,764
-513
| -1% | -$66.7K | 2.01% | 11 |
|
|
2022
Q3 | $6.67M | Sell |
48,277
-1,169
| -2% | -$162K | 2.4% | 8 |
|
|
2022
Q2 | $6.76M | Sell |
49,446
-526
| -1% | -$71.9K | 2.35% | 11 |
|
|
2022
Q1 | $8.73M | Sell |
49,972
-5,227
| -9% | -$913K | 2.88% | 7 |
|
|
2021
Q4 | $9.8M | Sell |
55,199
-7,730
| -12% | -$1.37M | 3.53% | 5 |
|
|
2021
Q3 | $8.9M | Buy |
+62,929
| New | +$8.9M | 3.8% | 6 |
|