Sutton Place Investors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.65M | Sell |
17,811
-829
| -4% | -$170K | 2.2% | 10 |
|
2025
Q1 | $4.14M | Sell |
18,640
-16,611
| -47% | -$3.69M | 2.78% | 9 |
|
2024
Q4 | $8.83M | Buy |
35,251
+541
| +2% | +$135K | 5.11% | 3 |
|
2024
Q3 | $8.09M | Buy |
34,710
+763
| +2% | +$178K | 4.94% | 5 |
|
2024
Q2 | $7.15M | Sell |
33,947
-6,304
| -16% | -$1.33M | 4.76% | 5 |
|
2024
Q1 | $6.9M | Buy |
40,251
+20,776
| +107% | +$3.56M | 3.42% | 5 |
|
2023
Q4 | $3.75M | Buy |
19,475
+6,986
| +56% | +$1.34M | 2.71% | 8 |
|
2023
Q3 | $2.14M | Buy |
+12,489
| New | +$2.14M | 2.78% | 10 |
|
2023
Q2 | – | Sell |
-12,336
| Closed | -$2.03M | – | 66 |
|
2023
Q1 | $2.03M | Buy |
12,336
+458
| +4% | +$75.5K | 2.76% | 9 |
|
2022
Q4 | $1.54M | Sell |
11,878
-645
| -5% | -$83.8K | 2.2% | 11 |
|
2022
Q3 | $1.73M | Buy |
12,523
+1,208
| +11% | +$167K | 2.62% | 13 |
|
2022
Q2 | $1.55M | Sell |
11,315
-669
| -6% | -$91.5K | 2.25% | 12 |
|
2022
Q1 | $1.94M | Buy |
11,984
+1,560
| +15% | +$252K | 2.32% | 12 |
|
2021
Q4 | $1.85M | Buy |
+10,424
| New | +$1.85M | 2.13% | 12 |
|