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Syntax Research’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.91M Sell
28,808
-83
-0.3% -$17K 4.2% 5
2025
Q1
$6.42M Sell
28,891
-379
-1% -$84.2K 4.43% 4
2024
Q4
$7.33M Buy
29,270
+16
+0.1% +$4.01K 5.26% 3
2024
Q3
$6.82M Sell
29,254
-990
-3% -$231K 4.6% 4
2024
Q2
$6.37M Buy
30,244
+21
+0.1% +$4.42K 5.04% 4
2024
Q1
$5.18M Buy
30,223
+40
+0.1% +$6.86K 3.96% 6
2023
Q4
$5.81M Sell
30,183
-734
-2% -$141K 4.86% 4
2023
Q3
$5.29M Buy
+30,917
New +$5.29M 4.29% 6