Advisory Services & Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $686K | Sell |
2,942
-187
| -6% | -$43.6K | 0.47% | 22 |
|
|
2024
Q2 | $659K | Sell |
3,129
-316
| -9% | -$66.6K | 0.46% | 22 |
|
|
2024
Q1 | $591K | Hold |
3,445
| – | – | 0.41% | 27 |
|
|
2023
Q4 | $663K | Sell |
3,445
-66
| -2% | -$12.7K | 0.49% | 23 |
|
|
2023
Q3 | $601K | Buy |
+3,511
| New | +$601K | 0.53% | 23 |
|
|
2023
Q2 | – | Sell |
-1,789
| Closed | -$295K | – | 39 |
|
|
2023
Q1 | $295K | Buy |
+1,789
| New | +$295K | 0.27% | 30 |
|
|
2022
Q4 | – | Sell |
-1,986
| Closed | -$274K | – | 33 |
|
|
2022
Q3 | $274K | Buy |
+1,986
| New | +$274K | 0.29% | 35 |
|
|
2022
Q2 | – | Sell |
-1,964
| Closed | -$343K | – | 42 |
|
|
2022
Q1 | $343K | Buy |
+1,964
| New | +$343K | 0.28% | 35 |
|