Applied Research Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $223K | Sell |
1,611
-4,846
| -75% | -$671K | 4.5% | 9 |
|
|
2022
Q2 | $883K | Sell |
6,457
-1,375
| -18% | -$188K | 3.9% | 12 |
|
|
2022
Q1 | $1.37M | Sell |
7,832
-40,063
| -84% | -$7M | 4.08% | 7 |
|
|
2021
Q4 | $8.51M | Buy |
47,895
+3,626
| +8% | +$644K | 2.8% | 11 |
|
|
2021
Q3 | $6.26M | Sell |
44,269
-1,843
| -4% | -$261K | 2.09% | 17 |
|
|
2021
Q2 | $6.32M | Hold |
46,112
| – | – | 2.26% | 12 |
|
|
2021
Q1 | $5.63M | Buy |
46,112
+2,231
| +5% | +$273K | 2.06% | 16 |
|
|
2020
Q4 | $5.82M | Buy |
43,881
+8,235
| +23% | +$1.09M | 2.48% | 10 |
|
|
2020
Q3 | $4.13M | Buy |
+35,646
| New | +$4.13M | 2.33% | 12 |
|