Argent Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$14.9M Sell
129,864
-3,584
-3% -$412K 2.48% 8
2020
Q1
$8.76M Sell
133,448
-67,860
-34% -$4.45M 1.78% 14
2019
Q4
$14.8M Buy
+201,308
New +$14.8M 2.48% 8