Sunburst Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.2M | Buy |
24,893
+1,593
| +7% | +$456K | 1.17% | 18 |
|
|
2026
Q1 | $5.91M | Sell |
23,300
-304
| -1% | -$79.1K | 1.09% | 19 |
|
|
2025
Q4 | $6.42M | Buy |
23,604
+798
| +3% | +$214K | 1.3% | 16 |
|
|
2025
Q3 | $5.81M | Buy |
22,806
+47
| +0.2% | +$10.6K | 1.22% | 19 |
|
|
2025
Q2 | $4.67M | Sell |
22,759
-66
| -0.3% | -$13.3K | 1.05% | 18 |
|
|
2025
Q1 | $5.07M | Buy |
22,825
+74
| +0.3% | +$17.1K | 1.24% | 16 |
|
|
2024
Q4 | $5.7M | Sell |
22,751
-2,119
| -9% | -$499K | 1.41% | 14 |
|
|
2024
Q3 | $5.79M | Sell |
24,870
-323
| -1% | -$72.1K | 1.47% | 16 |
|
|
2024
Q2 | $5.31M | Sell |
25,193
-12
| -0% | -$2.24K | 1.44% | 16 |
|
|
2024
Q1 | $4.29M | Sell |
25,205
-157
| -0.6% | -$28.5K | 1.21% | 18 |
|
|
2023
Q4 | $4.88M | Buy |
25,362
+1,694
| +7% | +$313K | 1.51% | 16 |
|
|
2023
Q3 | $4.05M | Sell |
23,668
-1,065
| -4% | -$195K | 1.43% | 17 |
|
|
2023
Q2 | $4.8M | Buy |
24,733
+2,140
| +9% | +$373K | 1.67% | 15 |
|
|
2023
Q1 | $3.73M | Sell |
22,593
-224
| -1% | -$33.1K | 1.37% | 18 |
|
|
2022
Q4 | $2.96M | Buy |
22,817
+27
| +0.1% | +$3.86K | 1.18% | 19 |
|
|
2022
Q3 | $3.15M | Buy |
22,790
+333
| +1% | +$52.3K | 1.53% | 14 |
|
|
2022
Q2 | $3.07M | Buy |
22,457
+1,754
| +8% | +$266K | 1.47% | 16 |
|
|
2022
Q1 | $3.62M | Sell |
20,703
-197
| -0.9% | -$33.1K | 1.78% | 13 |
|
|
2021
Q4 | $3.71M | Buy |
20,900
+2,247
| +12% | +$355K | 1.88% | 14 |
|
|
2021
Q3 | $2.64M | Sell |
18,653
-75
| -0.4% | -$11K | 1.64% | 13 |
|
|
2021
Q2 | $2.56M | Buy |
18,728
+371
| +2% | +$48.1K | 1.63% | 12 |
|
|
2021
Q1 | $2.24M | Buy |
18,357
+1,225
| +7% | +$157K | 1.56% | 13 |
|
|
2020
Q4 | $2.27M | Sell |
17,132
-285
| -2% | -$34.3K | 1.71% | 13 |
|
|
2020
Q3 | $2.02M | Buy |
17,417
+933
| +6% | +$102K | 1.71% | 12 |
|
|
2020
Q2 | $1.5M | Sell |
16,484
-56
| -0.3% | -$4.34K | 1.36% | 14 |
|
|
2020
Q1 | $1.05M | Sell |
16,540
-616
| -4% | -$45.3K | 1.11% | 14 |
|
|
2019
Q4 | $1.26M | Buy |
+17,156
| New | +$1.1M | 1.1% | 12 |
|
Other funds holding AAPL
CRM
CNB
P
WT
QCM