Syverson Strege & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
16,512
+7,983
| +94% | +$1.64M | 0.8% | 16 |
|
|
2025
Q1 | $1.89M | Buy |
8,529
+374
| +5% | +$83.1K | 0.61% | 17 |
|
|
2024
Q4 | $2.04M | Buy |
8,155
+2,305
| +39% | +$577K | 0.68% | 15 |
|
|
2024
Q3 | $1.36M | Sell |
5,850
-2,109
| -26% | -$491K | 0.46% | 20 |
|
|
2024
Q2 | $1.68M | Buy |
7,959
+1,016
| +15% | +$214K | 0.57% | 18 |
|
|
2024
Q1 | $1.19M | Buy |
6,943
+1,866
| +37% | +$320K | 0.43% | 23 |
|
|
2023
Q4 | $978K | Buy |
5,077
+97
| +2% | +$18.7K | 0.38% | 26 |
|
|
2023
Q3 | $853K | Buy |
4,980
+152
| +3% | +$26K | 0.38% | 24 |
|
|
2023
Q2 | $937K | Sell |
4,828
-27
| -0.6% | -$5.24K | 0.4% | 22 |
|
|
2023
Q1 | $801K | Buy |
4,855
+93
| +2% | +$15.3K | 0.34% | 24 |
|
|
2022
Q4 | $619K | Buy |
4,762
+36
| +0.8% | +$4.68K | 0.28% | 31 |
|
|
2022
Q3 | $653K | Buy |
4,726
+1
| +0% | +$138 | 0.33% | 30 |
|
|
2022
Q2 | $646K | Buy |
4,725
+2
| +0% | +$273 | 0.24% | 35 |
|
|
2022
Q1 | $825K | Hold |
4,723
| – | – | 0.9% | 22 |
|
|
2021
Q4 | $839K | Buy |
4,723
+117
| +3% | +$20.8K | 0.62% | 26 |
|
|
2021
Q3 | $652K | Buy |
4,606
+35
| +0.8% | +$4.95K | 0.52% | 32 |
|
|
2021
Q2 | $626K | Buy |
4,571
+1
| +0% | +$137 | 0.56% | 31 |
|
|
2021
Q1 | $558K | Buy |
4,570
+1
| +0% | +$122 | 0.58% | 29 |
|
|
2020
Q4 | $606K | Buy |
+4,569
| New | +$606K | 0.58% | 27 |
|