Sunesis Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $559K | Sell |
2,516
-25
| -1% | -$5.55K | 0.3% | 32 |
|
|
2024
Q4 | $636K | Buy |
2,541
+460
| +22% | +$115K | 0.39% | 29 |
|
|
2024
Q3 | $485K | Hold |
2,081
| – | – | 0.29% | 31 |
|
|
2024
Q2 | $438K | Hold |
2,081
| – | – | 0.26% | 35 |
|
|
2024
Q1 | $357K | Sell |
2,081
-2,650
| -56% | -$454K | 0.21% | 39 |
|
|
2023
Q4 | $911K | Sell |
4,731
-44
| -0.9% | -$8.47K | 0.56% | 32 |
|
|
2023
Q3 | $818K | Buy |
+4,775
| New | +$818K | 0.58% | 30 |
|
|
2023
Q1 | $786K | Buy |
+4,766
| New | +$786K | 0.57% | 31 |
|