Adams Chetwood Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.1M | Buy |
17,748
+3
| +0% | +$524 | 1.76% | 13 |
|
|
2021
Q4 | $3.15M | Sell |
17,745
-172
| -1% | -$30.5K | 2.14% | 13 |
|
|
2021
Q3 | $2.54M | Sell |
17,917
-1,107
| -6% | -$157K | 1.84% | 13 |
|
|
2021
Q2 | $2.61M | Buy |
19,024
+385
| +2% | +$52.7K | 1.84% | 14 |
|
|
2021
Q1 | $2.28M | Sell |
18,639
-319
| -2% | -$39K | 1.74% | 12 |
|
|
2020
Q4 | $2.52M | Sell |
18,958
-1,822
| -9% | -$242K | 2.09% | 10 |
|
|
2020
Q3 | $2.41M | Buy |
20,780
+508
| +3% | +$58.8K | 2.32% | 9 |
|
|
2020
Q2 | $1.85M | Buy |
20,272
+8
| +0% | +$730 | 1.88% | 12 |
|
|
2020
Q1 | $1.57M | Buy |
20,264
+96
| +0.5% | +$7.44K | 1.84% | 9 |
|
|
2019
Q4 | $1.48M | Buy |
+20,168
| New | +$1.48M | 1.52% | 10 |
|