SYM Financial Corp’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
53,728
+3,427
| +7% | +$703K | 1.23% | 12 |
|
|
2025
Q1 | $11.2M | Buy |
50,301
+1,401
| +3% | +$311K | 1.38% | 11 |
|
|
2024
Q4 | $12.2M | Buy |
48,900
+20,274
| +71% | +$5.08M | 1.58% | 10 |
|
|
2024
Q3 | $6.67M | Buy |
28,626
+1,695
| +6% | +$395K | 0.89% | 12 |
|
|
2024
Q2 | $5.67M | Buy |
26,931
+6,060
| +29% | +$1.28M | 0.9% | 12 |
|
|
2024
Q1 | $3.58M | Sell |
20,871
-8,456
| -29% | -$1.45M | 0.59% | 18 |
|
|
2023
Q4 | $5.65M | Buy |
29,327
+3,217
| +12% | +$619K | 0.91% | 12 |
|
|
2023
Q3 | $4.47M | Buy |
26,110
+18,079
| +225% | +$3.1M | 0.79% | 13 |
|
|
2023
Q2 | $1.56M | Sell |
8,031
-1,855
| -19% | -$360K | 0.32% | 21 |
|
|
2023
Q1 | $1.63M | Sell |
9,886
-1,066
| -10% | -$176K | 0.36% | 21 |
|
|
2022
Q4 | $1.42M | Sell |
10,952
-157
| -1% | -$20.4K | 0.34% | 21 |
|
|
2022
Q3 | $1.54M | Sell |
11,109
-5
| -0% | -$691 | 0.74% | 20 |
|
|
2022
Q2 | $1.52M | Sell |
11,114
-72
| -0.6% | -$9.85K | 0.72% | 17 |
|
|
2022
Q1 | $1.95M | Buy |
11,186
+989
| +10% | +$173K | 0.84% | 12 |
|
|
2021
Q4 | $1.81M | Buy |
10,197
+3
| +0% | +$533 | 0.7% | 15 |
|
|
2021
Q3 | $1.44M | Buy |
10,194
+164
| +2% | +$23.2K | 0.85% | 12 |
|
|
2021
Q2 | $1.37M | Buy |
10,030
+195
| +2% | +$26.7K | 0.78% | 12 |
|
|
2021
Q1 | $1.2M | Sell |
9,835
-739
| -7% | -$90.2K | 0.69% | 11 |
|
|
2020
Q4 | $1.4M | Buy |
10,574
+398
| +4% | +$52.8K | 1.03% | 7 |
|
|
2020
Q3 | $1.18M | Sell |
10,176
-300
| -3% | -$34.7K | 0.88% | 8 |
|
|
2020
Q2 | $955K | Sell |
10,476
-204
| -2% | -$18.6K | 0.77% | 11 |
|
|
2020
Q1 | $679K | Sell |
10,680
-468
| -4% | -$29.8K | 0.68% | 14 |
|
|
2019
Q4 | $818K | Sell |
11,148
-3,924
| -26% | -$288K | 0.54% | 11 |
|
|
2019
Q3 | $844K | Buy |
15,072
+2,536
| +20% | +$142K | 0.56% | 11 |
|
|
2019
Q2 | $620K | Buy |
12,536
+1,132
| +10% | +$56K | 0.4% | 12 |
|
|
2019
Q1 | $542K | Buy |
11,404
+752
| +7% | +$35.7K | 0.34% | 12 |
|
|
2018
Q4 | $420K | Sell |
10,652
-6,280
| -37% | -$248K | 0.17% | 22 |
|
|
2018
Q3 | $956K | Buy |
16,932
+5,788
| +52% | +$327K | 0.54% | 7 |
|
|
2018
Q2 | $516K | Sell |
11,144
-4,996
| -31% | -$231K | 0.31% | 7 |
|
|
2018
Q1 | $677K | Sell |
16,140
-6,212
| -28% | -$261K | 0.41% | 7 |
|
|
2017
Q4 | $946K | Buy |
+22,352
| New | +$946K | 0.43% | 9 |
|