AFS
Annapolis Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.49M | Buy |
6,404
+30
| +0.5% | +$6.99K | 0.44% | 45 |
|
|
2024
Q2 | $1.34M | Hold |
6,374
| – | – | 0.43% | 45 |
|
|
2024
Q1 | $1.09M | Sell |
6,374
-6,433
| -50% | -$1.1M | 0.36% | 51 |
|
|
2023
Q4 | $2.47M | Sell |
12,807
-37
| -0.3% | -$7.12K | 0.62% | 45 |
|
|
2023
Q3 | $2.2M | Buy |
12,844
+284
| +2% | +$48.6K | 0.64% | 43 |
|
|
2023
Q2 | $2.44M | Buy |
12,560
+776
| +7% | +$151K | 0.69% | 40 |
|
|
2023
Q1 | $1.94M | Sell |
11,784
-201
| -2% | -$33.1K | 0.59% | 41 |
|
|
2022
Q4 | $1.56M | Sell |
11,985
-150
| -1% | -$19.5K | 0.5% | 47 |
|
|
2022
Q3 | $1.68M | Buy |
12,135
+20
| +0.2% | +$2.76K | 0.62% | 42 |
|
|
2022
Q2 | $1.66M | Buy |
12,115
+627
| +5% | +$85.7K | 0.6% | 43 |
|
|
2022
Q1 | $2.01M | Sell |
11,488
-10,873
| -49% | -$1.9M | 0.65% | 41 |
|
|
2021
Q4 | $3.97M | Sell |
22,361
-916
| -4% | -$163K | 1.23% | 23 |
|
|
2021
Q3 | $3.29M | Buy |
23,277
+202
| +0.9% | +$28.6K | 1.09% | 26 |
|
|
2021
Q2 | $3.16M | Sell |
23,075
-1,069
| -4% | -$146K | 1.06% | 27 |
|
|
2021
Q1 | $2.95M | Sell |
24,144
-1,170
| -5% | -$143K | 1.08% | 27 |
|
|
2020
Q4 | $3.36M | Buy |
+25,314
| New | +$3.36M | 1.31% | 22 |
|