ARIS
Advanced Research Investment Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,188
| Closed | -$1.96M | – | 1 |
|
|
2023
Q4 | $1.96M | Buy |
10,188
+510
| +5% | +$98.2K | 1.23% | 10 |
|
|
2023
Q3 | $1.66M | Sell |
9,678
-1,277
| -12% | -$219K | 1.07% | 10 |
|
|
2023
Q2 | $2.12M | Buy |
10,955
+3,512
| +47% | +$681K | 1.22% | 9 |
|
|
2023
Q1 | $1.23M | Buy |
7,443
+3
| +0% | +$495 | 0.7% | 13 |
|
|
2022
Q4 | $967K | Sell |
7,440
-2,562
| -26% | -$333K | 0.61% | 16 |
|
|
2022
Q3 | $1.38M | Buy |
10,002
+2,734
| +38% | +$378K | 0.85% | 10 |
|
|
2022
Q2 | $994K | Sell |
7,268
-1,705
| -19% | -$233K | 0.55% | 13 |
|
|
2022
Q1 | $1.57M | Sell |
8,973
-1,767
| -16% | -$309K | 0.65% | 13 |
|
|
2021
Q4 | $1.91M | Buy |
10,740
+281
| +3% | +$49.9K | 0.69% | 11 |
|
|
2021
Q3 | $1.48M | Buy |
10,459
+3,572
| +52% | +$505K | 0.76% | 10 |
|
|
2021
Q2 | $943K | Buy |
6,887
+177
| +3% | +$24.2K | 0.85% | 8 |
|
|
2021
Q1 | $820K | Buy |
6,710
+1,658
| +33% | +$203K | 0.95% | 5 |
|
|
2020
Q4 | $670K | Buy |
5,052
+4,864
| +2,587% | +$645K | 1% | 6 |
|
|
2020
Q3 | $22K | Buy |
188
+141
| +300% | +$16.5K | 0.04% | 14 |
|
|
2020
Q2 | $17.1K | Hold |
47
| – | – | 0.04% | 10 |
|
|
2020
Q1 | $12K | Hold |
47
| – | – | 0.04% | 12 |
|
|
2019
Q4 | $13.8K | Buy |
+47
| New | +$13.8K | 0.11% | 14 |
|