SFC
Swisher Financial Concepts’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
+26,294
| New | +$5.39M | 3.48% | 12 |
|
|
2025
Q1 | – | Sell |
-19,172
| Closed | -$4.8M | – | 81 |
|
|
2024
Q4 | $4.8M | Sell |
19,172
-8,048
| -30% | -$2.02M | 5.65% | 5 |
|
|
2024
Q3 | $6.11M | Buy |
+27,220
| New | +$6.11M | 3.85% | 9 |
|
|
2024
Q2 | – | Sell |
-26,706
| Closed | -$4.49M | – | 79 |
|
|
2024
Q1 | $4.49M | Buy |
26,706
+4,072
| +18% | +$685K | 3.91% | 10 |
|
|
2023
Q4 | $4.13M | Buy |
+22,634
| New | +$4.13M | 3.98% | 9 |
|