SM
Sweeney & Michel’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
70,456
-864
| -1% | -$182K | 5.28% | 4 |
|
|
2025
Q1 | $12.3M | Buy |
+71,320
| New | +$12.3M | 5.38% | 4 |
|
|
2024
Q3 | $17M | Sell |
72,212
-125
| -0.2% | -$29.4K | 6.69% | 3 |
|
|
2024
Q2 | $16.5M | Sell |
72,337
-978
| -1% | -$224K | 7.05% | 3 |
|
|
2024
Q1 | $13.7M | Buy |
+73,315
| New | +$13.7M | 6.08% | 4 |
|
|
2023
Q3 | $13.7M | Sell |
74,768
-560
| -0.7% | -$102K | 7.16% | 3 |
|
|
2023
Q2 | $13.5M | Sell |
75,328
-326
| -0.4% | -$58.6K | 6.98% | 5 |
|
|
2023
Q1 | $13.6M | Buy |
+75,654
| New | +$13.6M | 7.22% | 4 |
|