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