Sugar Maple Asset Management’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $401K | Sell |
1,957
-23
| -1% | -$4.72K | 0.31% | 51 |
|
2025
Q1 | $440K | Sell |
1,980
-650
| -25% | -$144K | 0.35% | 43 |
|
2024
Q4 | $659K | Sell |
2,630
-1,947
| -43% | -$488K | 0.5% | 31 |
|
2024
Q3 | $1.07M | Buy |
4,577
+2,110
| +86% | +$492K | 0.93% | 21 |
|
2024
Q2 | $520K | Buy |
2,467
+16
| +0.7% | +$3.37K | 0.5% | 32 |
|
2024
Q1 | $420K | Buy |
+2,451
| New | +$420K | 0.41% | 36 |
|