SP
SWS Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Sell |
3,640
-2,525
| -41% | -$518K | 0.2% | 102 |
|
|
2025
Q1 | $1.37M | Buy |
6,165
+143
| +2% | +$31.8K | 0.45% | 80 |
|
|
2024
Q4 | $1.51M | Buy |
6,022
+2,197
| +57% | +$550K | 0.46% | 78 |
|
|
2024
Q3 | $891K | Buy |
3,825
+3
| +0.1% | +$699 | 0.28% | 93 |
|
|
2024
Q2 | $805K | Sell |
3,822
-2,260
| -37% | -$476K | 0.24% | 95 |
|
|
2024
Q1 | $1.04M | Buy |
6,082
+2,524
| +71% | +$433K | 0.31% | 87 |
|
|
2023
Q4 | $685K | Buy |
3,558
+3
| +0.1% | +$578 | 0.22% | 95 |
|
|
2023
Q3 | $609K | Sell |
3,555
-51
| -1% | -$8.73K | 0.23% | 93 |
|
|
2023
Q2 | $699K | Sell |
3,606
-2,980
| -45% | -$578K | 0.25% | 93 |
|
|
2023
Q1 | $1.09M | Buy |
+6,586
| New | +$1.09M | 0.4% | 87 |
|
|
2022
Q4 | – | Sell |
-3,516
| Closed | -$486K | – | 81 |
|
|
2022
Q3 | $486K | Buy |
3,516
+1
| +0% | +$138 | 0.23% | 94 |
|
|
2022
Q2 | $481K | Buy |
3,515
+1
| +0% | +$137 | 0.4% | 65 |
|
|
2022
Q1 | $614K | Sell |
3,514
-8,929
| -72% | -$1.56M | 0.4% | 67 |
|
|
2021
Q4 | $2.21M | Sell |
12,443
-2,000
| -14% | -$355K | 1.26% | 33 |
|
|
2021
Q3 | $2.04M | Sell |
14,443
-30
| -0.2% | -$4.25K | 1.27% | 32 |
|
|
2021
Q2 | $1.98M | Sell |
14,473
-1,375
| -9% | -$188K | 1.29% | 33 |
|
|
2021
Q1 | $1.94M | Sell |
15,848
-30,044
| -65% | -$3.67M | 1.33% | 26 |
|
|
2020
Q4 | $6.09M | Sell |
45,892
-16,126
| -26% | -$2.14M | 2.71% | 7 |
|
|
2020
Q3 | $7.18M | Buy |
62,018
+51,232
| +475% | +$5.93M | 3.6% | 6 |
|
|
2020
Q2 | $4.59M | Sell |
10,786
-67
| -0.6% | -$28.5K | 5.84% | 1 |
|
|
2020
Q1 | $2.76M | Buy |
+10,853
| New | +$2.76M | 1.97% | 8 |
|
|
2019
Q3 | $2.23M | Sell |
8,453
-506
| -6% | -$134K | 1.32% | 20 |
|
|
2019
Q2 | $1.84M | Buy |
+8,959
| New | +$1.84M | 1.17% | 24 |
|
|
2018
Q4 | $987K | Buy |
6,258
+97
| +2% | +$15.3K | 0.75% | 53 |
|
|
2018
Q3 | $1.39M | Buy |
6,161
+440
| +8% | +$99.3K | 0.88% | 43 |
|
|
2018
Q2 | $1.06M | Buy |
5,721
+3,699
| +183% | +$685K | 0.74% | 48 |
|
|
2018
Q1 | $337K | Buy |
2,022
+52
| +3% | +$8.67K | 0.25% | 61 |
|
|
2017
Q4 | $333K | Buy |
+1,970
| New | +$333K | 0.25% | 58 |
|