SA
swisspartners Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
2,188
| – | – | 0.42% | 20 |
|
|
2025
Q1 | $430K | Hold |
2,188
| – | – | 0.45% | 20 |
|
|
2024
Q4 | $497K | Hold |
2,188
| – | – | 0.54% | 19 |
|
|
2024
Q3 | $431K | Hold |
2,188
| – | – | 0.4% | 24 |
|
|
2024
Q2 | $416K | Hold |
2,188
| – | – | 0.42% | 23 |
|
|
2024
Q1 | $338K | Buy |
+2,188
| New | +$338K | 0.28% | 26 |
|
|
2020
Q1 | – | Sell |
-837
| Closed | -$246K | – | 18 |
|
|
2019
Q4 | $246K | Buy |
+837
| New | +$246K | 0.24% | 20 |
|