Affinia Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $2.19M | Sell |
11,365
-115
| -1% | -$22.1K | 1.52% | 8 |
|
2023
Q1 | $1.9M | Buy |
11,480
+1,410
| +14% | +$233K | 1.4% | 9 |
|
2022
Q4 | $1.32M | Sell |
10,070
-16
| -0.2% | -$2.09K | 1.12% | 9 |
|
2022
Q3 | $1.4M | Sell |
10,086
-202
| -2% | -$27.9K | 1.57% | 7 |
|
2022
Q2 | $1.51M | Buy |
10,288
+278
| +3% | +$40.9K | 1.27% | 7 |
|
2022
Q1 | $1.67M | Sell |
10,010
-65
| -0.6% | -$10.9K | 1.28% | 7 |
|
2021
Q4 | $1.71M | Sell |
10,075
-45
| -0.4% | -$7.64K | 1.11% | 7 |
|
2021
Q3 | $1.51M | Sell |
10,120
-575
| -5% | -$85.9K | 0.96% | 7 |
|
2021
Q2 | $1.57M | Sell |
10,695
-117
| -1% | -$17.2K | 0.95% | 8 |
|
2021
Q1 | $1.4M | Sell |
10,812
-946
| -8% | -$123K | 0.87% | 8 |
|
2020
Q4 | $1.56M | Sell |
11,758
-137
| -1% | -$18.2K | 1.08% | 8 |
|
2020
Q3 | $1.38M | Buy |
11,895
+2,259
| +23% | +$262K | 0.97% | 9 |
|
2020
Q2 | $879K | Sell |
9,636
-768
| -7% | -$70.1K | 0.73% | 10 |
|
2020
Q1 | $661K | Sell |
10,404
-304
| -3% | -$19.3K | 0.61% | 9 |
|
2019
Q4 | $786K | Buy |
+10,708
| New | +$786K | 0.51% | 8 |
|