SWS Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $656K | Sell |
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|
2025
Q2 | $747K | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $891K | Buy |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $685K | Buy |
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|
2023
Q3 | $609K | Sell |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $6.09M | Sell |
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|
2020
Q3 | $7.18M | Buy |
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|
2020
Q2 | $4.58M | Sell |
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|
2020
Q1 | $2.76M | Buy |
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|
2019
Q3 | $2.23M | Sell |
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|
2019
Q2 | $1.84M | Buy |
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|
2018
Q4 | $987K | Buy |
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|
2018
Q3 | $1.39M | Buy |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $337K | Buy |
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|
2017
Q4 | $333K | Buy |
|