SEM
Suncoast Equity Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4M | Sell |
172,599
-9,892
| -5% | -$2.03M | 3.63% | 12 |
|
|
2025
Q1 | $40.5M | Sell |
182,491
-52,456
| -22% | -$11.7M | 4.58% | 8 |
|
|
2024
Q4 | $58.8M | Sell |
234,947
-3,921
| -2% | -$982K | 6.57% | 3 |
|
|
2024
Q3 | $55.7M | Sell |
238,868
-13,213
| -5% | -$3.08M | 6.34% | 3 |
|
|
2024
Q2 | $53.1M | Buy |
252,081
+5,400
| +2% | +$1.14M | 5.88% | 3 |
|
|
2024
Q1 | $42.3M | Sell |
246,681
-51,365
| -17% | -$8.81M | 4.96% | 8 |
|
|
2023
Q4 | $57.4M | Buy |
298,046
+3,222
| +1% | +$620K | 7.58% | 2 |
|
|
2023
Q3 | $50.5M | Buy |
294,824
+4,143
| +1% | +$709K | 7.63% | 2 |
|
|
2023
Q2 | $56.4M | Buy |
290,681
+9,195
| +3% | +$1.78M | 8.46% | 2 |
|
|
2023
Q1 | $46.4M | Sell |
281,486
-1,610
| -0.6% | -$265K | 7.8% | 3 |
|
|
2022
Q4 | $36.8M | Sell |
283,096
-6,902
| -2% | -$897K | 6.75% | 3 |
|
|
2022
Q3 | $40.1M | Sell |
289,998
-14,742
| -5% | -$2.04M | 7.84% | 3 |
|
|
2022
Q2 | $41.7M | Buy |
304,740
+8
| +0% | +$1.09K | 7.36% | 3 |
|
|
2022
Q1 | $53.2M | Sell |
304,732
-15,739
| -5% | -$2.75M | 7.87% | 3 |
|
|
2021
Q4 | $56.9M | Buy |
320,471
+2,622
| +0.8% | +$466K | 7.21% | 3 |
|
|
2021
Q3 | $45M | Sell |
317,849
-15,997
| -5% | -$2.26M | 6.29% | 7 |
|
|
2021
Q2 | $45.7M | Buy |
333,846
+2,722
| +0.8% | +$373K | 5.97% | 7 |
|
|
2021
Q1 | $40.4M | Buy |
331,124
+3,607
| +1% | +$441K | 5.95% | 6 |
|
|
2020
Q4 | $43.5M | Buy |
327,517
+8,997
| +3% | +$1.19M | 6.78% | 4 |
|
|
2020
Q3 | $36.9M | Buy |
318,520
+234,787
| +280% | +$27.2M | 6.48% | 4 |
|
|
2020
Q2 | $30.5M | Buy |
83,733
+2,444
| +3% | +$892K | 5.63% | 9 |
|
|
2020
Q1 | $20.7M | Buy |
81,289
+1,265
| +2% | +$322K | 5.03% | 11 |
|
|
2019
Q4 | $23.5M | Sell |
80,024
-678
| -0.8% | -$199K | 4.63% | 10 |
|
|
2019
Q3 | $18.1M | Sell |
80,702
-4,325
| -5% | -$969K | 3.83% | 16 |
|
|
2019
Q2 | $16.8M | Buy |
85,027
+2,889
| +4% | +$572K | 3.45% | 17 |
|
|
2019
Q1 | $15.6M | Buy |
82,138
+1,873
| +2% | +$356K | 3.46% | 18 |
|
|
2018
Q4 | $12.7M | Buy |
80,265
+34,814
| +77% | +$5.49M | 3.33% | 18 |
|
|
2018
Q3 | $10.3M | Buy |
45,451
+43,411
| +2,128% | +$9.8M | 2.39% | 20 |
|
|
2018
Q2 | $378K | Buy |
2,040
+96
| +5% | +$17.8K | 0.09% | 24 |
|
|
2018
Q1 | $326K | Buy |
+1,944
| New | +$326K | 0.09% | 24 |
|
|
2016
Q2 | – | Sell |
-105,006
| Closed | -$11.4M | – | 33 |
|
|
2016
Q1 | $11.4M | Buy |
105,006
+8,906
| +9% | +$971K | 4.26% | 10 |
|
|
2015
Q4 | $10.1M | Buy |
96,100
+5,909
| +7% | +$622K | 4.18% | 11 |
|
|
2015
Q3 | $9.95M | Buy |
90,191
+565
| +0.6% | +$62.3K | 4.59% | 11 |
|
|
2015
Q2 | $11.2M | Buy |
89,626
+5,904
| +7% | +$740K | 5% | 11 |
|
|
2015
Q1 | $10.4M | Buy |
83,722
+33,711
| +67% | +$4.19M | 5.22% | 11 |
|
|
2014
Q4 | $5.52M | Buy |
50,011
+18,454
| +58% | +$2.04M | 3.02% | 15 |
|
|
2014
Q3 | $3.18M | Sell |
31,557
-350
| -1% | -$35.3K | 2.97% | 16 |
|
|
2014
Q2 | $2.97M | Buy |
+31,907
| New | +$2.97M | 2.88% | 17 |
|