AIP
Ahrens Investment Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.36M | Sell |
44,647
-2,851
| -6% | -$470K | 3.65% | 4 |
|
|
2022
Q4 | $6.17M | Sell |
47,498
-5,161
| -10% | -$671K | 2.8% | 8 |
|
|
2022
Q3 | $7.28M | Sell |
52,659
-1,389
| -3% | -$192K | 3.83% | 3 |
|
|
2022
Q2 | $7.39M | Buy |
54,048
+4,522
| +9% | +$618K | 3.26% | 3 |
|
|
2022
Q1 | $8.65M | Buy |
49,526
+561
| +1% | +$98K | 2.73% | 5 |
|
|
2021
Q4 | $8.7M | Buy |
48,965
+355
| +0.7% | +$63K | 3.84% | 2 |
|
|
2021
Q3 | $6.88M | Sell |
48,610
-71
| -0.1% | -$10K | 3.28% | 5 |
|
|
2021
Q2 | $6.67M | Buy |
48,681
+2,549
| +6% | +$349K | 3.08% | 5 |
|
|
2021
Q1 | $5.64M | Sell |
46,132
-3,582
| -7% | -$438K | 2.85% | 5 |
|
|
2020
Q4 | $6.6M | Buy |
49,714
+817
| +2% | +$108K | 3.53% | 5 |
|
|
2020
Q3 | $5.66M | Buy |
48,897
+37,288
| +321% | +$4.32M | 3.77% | 5 |
|
|
2020
Q2 | $4.24M | Sell |
11,609
-119
| -1% | -$43.4K | 2.58% | 8 |
|
|
2020
Q1 | $2.98M | Buy |
11,728
+687
| +6% | +$175K | 2.14% | 12 |
|
|
2019
Q4 | $3.24M | Buy |
11,041
+149
| +1% | +$43.8K | 1.35% | 16 |
|
|
2019
Q3 | $2.44M | Sell |
10,892
-113
| -1% | -$25.3K | 1.08% | 25 |
|
|
2019
Q2 | $2.18M | Sell |
11,005
-297
| -3% | -$58.8K | 0.99% | 30 |
|
|
2019
Q1 | $2.15M | Sell |
11,302
-1,230
| -10% | -$234K | 0.98% | 30 |
|
|
2018
Q4 | $1.98M | Sell |
12,532
-374
| -3% | -$59K | 0.92% | 31 |
|
|
2018
Q3 | $2.91M | Buy |
12,906
+537
| +4% | +$121K | 1.09% | 26 |
|
|
2018
Q2 | $2.29M | Buy |
12,369
+68
| +0.6% | +$12.6K | 0.96% | 28 |
|
|
2018
Q1 | $2.06M | Buy |
12,301
+445
| +4% | +$74.7K | 0.89% | 31 |
|
|
2017
Q4 | $2.01M | Sell |
11,856
-150
| -1% | -$25.4K | 0.81% | 29 |
|
|
2017
Q3 | $1.85M | Buy |
12,006
+641
| +6% | +$98.8K | 0.79% | 30 |
|
|
2017
Q2 | $1.64M | Sell |
11,365
-902
| -7% | -$130K | 0.71% | 38 |
|
|
2017
Q1 | $1.76M | Sell |
12,267
-15
| -0.1% | -$2.16K | 0.85% | 33 |
|
|
2016
Q4 | $1.42M | Buy |
+12,282
| New | +$1.42M | 0.75% | 37 |
|