Sutton Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.2M | Buy |
76,979
+946
| +1% | +$173K | 6.48% | 2 |
|
|
2023
Q2 | $14.7M | Buy |
76,033
+4,230
| +6% | +$737K | 7.15% | 2 |
|
|
2023
Q1 | $11.8M | Sell |
71,803
-61,553
| -46% | -$9.08M | 6.32% | 2 |
|
|
2022
Q4 | $17.3M | Sell |
133,356
-1,506
| -1% | -$215K | 6.6% | 2 |
|
|
2022
Q3 | $18.6M | Buy |
134,862
+2,063
| +2% | +$324K | 7.59% | 2 |
|
|
2022
Q2 | $18.2M | Buy |
132,799
+433
| +0.3% | +$65.6K | 7.21% | 2 |
|
|
2022
Q1 | $23.1M | Buy |
132,366
+802
| +0.6% | +$135K | 7.96% | 2 |
|
|
2021
Q4 | $23.4M | Buy |
131,564
+1,256
| +1% | +$198K | 7.79% | 2 |
|
|
2021
Q3 | $18.4M | Buy |
130,308
+420
| +0.3% | +$61.8K | 6.8% | 2 |
|
|
2021
Q2 | $17.8M | Buy |
129,888
+376
| +0.3% | +$48.7K | 6.5% | 2 |
|
|
2021
Q1 | $15.8M | Buy |
129,512
+196
| +0.2% | +$25.2K | 6.22% | 2 |
|
|
2020
Q4 | $17.2M | Buy |
129,316
+4
| +0% | +$481 | 7.28% | 2 |
|
|
2020
Q3 | $15M | Buy |
129,312
+1,596
| +1% | +$174K | 7.24% | 2 |
|
|
2020
Q2 | $11.6M | Sell |
127,716
-1,420
| -1% | -$110K | 6.09% | 2 |
|
|
2020
Q1 | $8.21M | Buy |
129,136
+960
| +0.7% | +$70.6K | 5.16% | 2 |
|
|
2019
Q4 | $9.41M | Buy |
128,176
+572
| +0.4% | +$36.8K | 4.82% | 2 |
|
|
2019
Q3 | $7.14M | Buy |
127,604
+1,544
| +1% | +$80.7K | 3.99% | 3 |
|
|
2019
Q2 | $6.24M | Buy |
126,060
+276
| +0.2% | +$13.4K | 3.58% | 3 |
|
|
2019
Q1 | $5.97M | Sell |
125,784
-7,412
| -6% | -$314K | 3.49% | 3 |
|
|
2018
Q4 | $5.25M | Buy |
133,196
+70,980
| +114% | +$3.44M | 3.39% | 3 |
|
|
2018
Q3 | $3.51M | Buy |
62,216
+84
| +0.1% | +$4.37K | 2.3% | 6 |
|
|
2018
Q2 | $2.88M | Buy |
62,132
+3,840
| +7% | +$174K | 2% | 7 |
|
|
2018
Q1 | $2.45M | Buy |
58,292
+884
| +2% | +$38.1K | 1.75% | 7 |
|
|
2017
Q4 | $2.43M | Sell |
57,408
-572
| -1% | -$23.9K | 1.78% | 8 |
|
|
2017
Q3 | $2.23M | Sell |
57,980
-1,052
| -2% | -$40.8K | 1.71% | 9 |
|
|
2017
Q2 | $2.13M | Buy |
59,032
+4,960
| +9% | +$183K | 1.68% | 9 |
|
|
2017
Q1 | $1.94M | Buy |
54,072
+484
| +0.9% | +$15.9K | 1.63% | 9 |
|
|
2016
Q4 | $1.55M | Sell |
53,588
-1,480
| -3% | -$42K | 1.39% | 12 |
|
|
2016
Q3 | $1.56M | Sell |
55,068
-2,496
| -4% | -$66.1K | 1.42% | 12 |
|
|
2016
Q2 | $1.38M | Buy |
57,564
+992
| +2% | +$24.7K | 1.3% | 13 |
|
|
2016
Q1 | $1.54M | Buy |
+56,572
| New | +$1.41M | 1.46% | 12 |
|
Other funds holding AAPL
Sutton Wealth Advisors's AAPL Position: Q3 2023 in Review
Sutton Wealth Advisors increased its Apple (AAPL) stake by 1.2% in Q3 2023, buying an estimated $173K and bringing the position to 76,979 shares worth $13.2M. The position accounts for 6.48% of the portfolio, ranked #2.
Sutton Wealth Advisors first reported a position in AAPL in Q1 2016 and has held it in 31 quarters since. The position peaked at $23.4M in Q4 2021. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.
- Sutton Wealth Advisors held 76,979 shares of Apple worth $13.2M as of Q3 2023.
- Sutton Wealth Advisors bought 946 Apple shares in Q3 2023, an estimated $173K.
- Apple made up 6.48% of Sutton Wealth Advisors's portfolio in Q3 2023, its #2 holding.
- Sutton Wealth Advisors first reported a position in Apple in Q1 2016 and has held it in 31 quarters since.
- Sutton Wealth Advisors's Apple position peaked at $23.4M in Q4 2021.
- 4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.
Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.