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