Sweet Financial Partners’s Apple AAPL Stock Holding History

Sweet Financial Partners’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$8.89M	Sell	38,146 -1,396	-4%	-$312K	1.92%	11
2024 Q2	$8.33M	Buy	39,542 +286	+0.7%	+$53.3K	1.9%	11
2024 Q1	$6.73M	Buy	39,256 +3,350	+9%	+$609K	1.55%	12
2023 Q4	$6.91M	Buy	35,906 +2,654	+8%	+$490K	1.64%	13
2023 Q3	$5.69M	Buy	33,252 +211	+0.6%	+$38.7K	1.51%	13
2023 Q2	$6.41M	Buy	33,041 +1,772	+6%	+$309K	1.68%	13
2023 Q1	$5.16M	Buy	31,269 +1,881	+6%	+$278K	1.43%	14
2022 Q4	$3.82M	Buy	29,388 +4,025	+16%	+$575K	1.12%	14
2022 Q3	$3.5M	Buy	25,363 +369	+1%	+$57.9K	1.12%	14
2022 Q2	$3.42M	Buy	24,994 +1,281	+5%	+$194K	1.07%	15
2022 Q1	$4.14M	Buy	23,713 +6,462	+37%	+$1.09M	1.11%	17
2021 Q4	$3.06M	Buy	+17,251	New	+$2.73M	1.27%	8

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return