SGI
Swan Global Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
3,270
+660
| +25% | +$135K | 0.02% | 34 |
|
|
2025
Q1 | $580K | Buy |
2,610
+833
| +47% | +$185K | 0.02% | 31 |
|
|
2024
Q4 | $445K | Buy |
1,777
+748
| +73% | +$187K | 0.01% | 36 |
|
|
2024
Q3 | $240K | Sell |
1,029
-192
| -16% | -$44.7K | 0.01% | 34 |
|
|
2024
Q2 | $257K | Buy |
+1,221
| New | +$257K | 0.01% | 33 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 35 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 32 |
|