Altium Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $43.4M | Buy |
317,619
+6,917
| +2% | +$946K | 3.13% | 6 |
|
|
2022
Q1 | $54.3M | Buy |
310,702
+13,479
| +5% | +$2.35M | 3.5% | 6 |
|
|
2021
Q4 | $52.8M | Buy |
297,223
+6,260
| +2% | +$1.11M | 3.4% | 6 |
|
|
2021
Q3 | $41.2M | Buy |
290,963
+6,650
| +2% | +$941K | 2.94% | 8 |
|
|
2021
Q2 | $38.9M | Sell |
284,313
-1,283
| -0.4% | -$176K | 2.85% | 8 |
|
|
2021
Q1 | $34.9M | Buy |
285,596
+5,245
| +2% | +$641K | 2.8% | 8 |
|
|
2020
Q4 | $37.2M | Buy |
280,351
+10,902
| +4% | +$1.45M | 3.29% | 6 |
|
|
2020
Q3 | $31.2M | Sell |
269,449
-17,623
| -6% | -$2.04M | 3.24% | 6 |
|
|
2020
Q2 | $26.2M | Buy |
287,072
+65,200
| +29% | +$5.95M | 2.94% | 8 |
|
|
2020
Q1 | $14.1M | Buy |
221,872
+17,100
| +8% | +$1.09M | 1.93% | 13 |
|
|
2019
Q4 | $15M | Buy |
204,772
+22,200
| +12% | +$1.63M | 1.8% | 13 |
|
|
2019
Q3 | $10.2M | Buy |
182,572
+9,532
| +6% | +$534K | 1.38% | 15 |
|
|
2019
Q2 | $8.56M | Buy |
173,040
+18,752
| +12% | +$928K | 1.24% | 15 |
|
|
2019
Q1 | $7.33M | Buy |
154,288
+6,192
| +4% | +$294K | 1.17% | 17 |
|
|
2018
Q4 | $5.84M | Sell |
148,096
-5,200
| -3% | -$205K | 1.12% | 17 |
|
|
2018
Q3 | $8.65M | Buy |
153,296
+14,476
| +10% | +$817K | 1.66% | 12 |
|
|
2018
Q2 | $6.42M | Buy |
138,820
+40,268
| +41% | +$1.86M | 1.71% | 11 |
|
|
2018
Q1 | $4.13M | Buy |
98,552
+8,320
| +9% | +$349K | 1.63% | 15 |
|
|
2017
Q4 | $3.82M | Buy |
+90,232
| New | +$3.82M | 1.75% | 11 |
|