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Alternative Investment Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.36M Buy
5,831
+366
+7% +$85.3K 0.71% 24
2024
Q2
$1.15M Buy
5,465
+199
+4% +$41.9K 0.66% 23
2024
Q1
$895K Sell
5,266
-10,606
-67% -$1.8M 0.54% 29
2023
Q4
$3.06M Sell
15,872
-1,085
-6% -$209K 1.99% 16
2023
Q3
$2.9M Buy
+16,957
New +$2.9M 2.03% 18