SF
Symphony Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
94,026
+65,043
| +224% | +$13.8M | 2.61% | 7 |
|
|
2025
Q1 | $5.69M | Sell |
28,983
-47,548
| -62% | -$9.34M | 3.37% | 8 |
|
|
2024
Q4 | $17.1M | Sell |
76,531
-3,903
| -5% | -$871K | 2.68% | 7 |
|
|
2024
Q3 | $18.3M | Buy |
80,434
+2,015
| +3% | +$457K | 3.02% | 5 |
|
|
2024
Q2 | $16.9M | Buy |
78,419
+18,327
| +30% | +$3.95M | 3.08% | 5 |
|
|
2024
Q1 | $10.3M | Sell |
60,092
-14,435
| -19% | -$2.48M | 2.4% | 9 |
|
|
2023
Q4 | $13.7M | Buy |
74,527
+66,481
| +826% | +$12.2M | 2.94% | 7 |
|
|
2023
Q3 | $1.39M | Sell |
8,046
-54,377
| -87% | -$9.37M | 0.34% | 56 |
|
|
2023
Q2 | $11.8M | Sell |
62,423
-3,105
| -5% | -$589K | 2.91% | 7 |
|
|
2023
Q1 | $10.7M | Sell |
65,528
-375
| -0.6% | -$61.1K | 2.76% | 7 |
|
|
2022
Q4 | $8.43M | Buy |
65,903
+7,623
| +13% | +$975K | 2.23% | 12 |
|
|
2022
Q3 | $8.3M | Sell |
58,280
-7,125
| -11% | -$1.02M | 2.71% | 6 |
|
|
2022
Q2 | $9.16M | Sell |
65,405
-19,597
| -23% | -$2.74M | 2.71% | 9 |
|
|
2022
Q1 | $14.4M | Buy |
85,002
+32,527
| +62% | +$5.53M | 3.39% | 8 |
|
|
2021
Q4 | $9.55M | Buy |
52,475
+12,741
| +32% | +$2.32M | 2.65% | 10 |
|
|
2021
Q3 | $5.68M | Sell |
39,734
-8,721
| -18% | -$1.25M | 1.98% | 11 |
|
|
2021
Q2 | $6.63M | Sell |
48,455
-38,725
| -44% | -$5.3M | 2.26% | 12 |
|
|
2021
Q1 | $12.2M | Buy |
87,180
+24,782
| +40% | +$3.47M | 3.23% | 7 |
|
|
2020
Q4 | $8.08M | Buy |
62,398
+2,440
| +4% | +$316K | 2.9% | 5 |
|
|
2020
Q3 | $6.94M | Buy |
59,958
+47,808
| +393% | +$5.54M | 2.83% | 5 |
|
|
2020
Q2 | $4.43M | Buy |
12,150
+1,163
| +11% | +$424K | 2.14% | 8 |
|
|
2020
Q1 | $2.8M | Buy |
+10,987
| New | +$2.8M | 1.93% | 10 |
|