SAI
Systematic Alpha Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Hold |
576,144
| – | – | 4.2% | 6 |
|
|
2025
Q1 | $128M | Hold |
576,144
| – | – | 4.89% | 4 |
|
|
2024
Q4 | $144M | Hold |
576,144
| – | – | 5.32% | 4 |
|
|
2024
Q3 | $134M | Hold |
576,144
| – | – | 4.91% | 4 |
|
|
2024
Q2 | $121M | Hold |
576,144
| – | – | 4.63% | 4 |
|
|
2024
Q1 | $98.8M | Hold |
576,144
| – | – | 3.96% | 5 |
|
|
2023
Q4 | $111M | Hold |
576,144
| – | – | 4.97% | 4 |
|
|
2023
Q3 | $98.6M | Hold |
576,144
| – | – | 4.91% | 4 |
|
|
2023
Q2 | $112M | Hold |
576,144
| – | – | 5.42% | 4 |
|
|
2023
Q1 | $95M | Hold |
576,144
| – | – | 4.99% | 4 |
|
|
2022
Q4 | $74.9M | Hold |
576,144
| – | – | 3.79% | 5 |
|
|
2022
Q3 | $79.6M | Hold |
576,144
| – | – | 4.8% | 4 |
|
|
2022
Q2 | $78.8M | Hold |
576,144
| – | – | 4.46% | 4 |
|
|
2022
Q1 | $101M | Buy |
576,144
+9,300
| +2% | +$1.62M | 4.9% | 3 |
|
|
2021
Q4 | $101M | Hold |
566,844
| – | – | 4.68% | 3 |
|
|
2021
Q3 | $84.9M | Hold |
566,844
| – | – | 3.72% | 4 |
|
|
2021
Q2 | $82.5M | Buy |
566,844
+92,084
| +19% | +$13.4M | 3.75% | 4 |
|
|
2021
Q1 | $58M | Buy |
474,760
+93,360
| +24% | +$11.4M | 3.72% | 3 |
|
|
2020
Q4 | $50.6M | Buy |
+381,400
| New | +$50.6M | 5.51% | 2 |
|