AI
Atom Investors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,254
| Closed | -$1.22M | – | 482 |
|
|
2024
Q3 | $1.22M | Sell |
5,254
-25,427
| -83% | -$5.92M | 0.13% | 224 |
|
|
2024
Q2 | $6.46M | Buy |
30,681
+3,983
| +15% | +$839K | 0.65% | 37 |
|
|
2024
Q1 | $4.58M | Buy |
26,698
+2,415
| +10% | +$414K | 0.57% | 44 |
|
|
2023
Q4 | $4.68M | Buy |
24,283
+1,831
| +8% | +$353K | 0.83% | 15 |
|
|
2023
Q3 | $3.84M | Buy |
22,452
+16,084
| +253% | +$2.75M | 0.88% | 12 |
|
|
2023
Q2 | $1.24M | Sell |
6,368
-288
| -4% | -$55.9K | 0.47% | 46 |
|
|
2023
Q1 | $1.1M | Buy |
6,656
+4,764
| +252% | +$786K | 0.6% | 38 |
|
|
2022
Q4 | $246K | Buy |
+1,892
| New | +$246K | 0.12% | 157 |
|
|
2022
Q3 | – | Sell |
-4,401
| Closed | -$602K | – | 275 |
|
|
2022
Q2 | $602K | Buy |
+4,401
| New | +$602K | 0.26% | 101 |
|
|
2022
Q1 | – | Sell |
-9,467
| Closed | -$1.68M | – | 186 |
|
|
2021
Q4 | $1.68M | Buy |
9,467
+6,400
| +209% | +$1.14M | 0.28% | 55 |
|
|
2021
Q3 | $434K | Sell |
3,067
-5,849
| -66% | -$828K | 0.04% | 194 |
|
|
2021
Q2 | $1.22M | Buy |
+8,916
| New | +$1.22M | 0.15% | 96 |
|
|
2021
Q1 | – | Sell |
-24,990
| Closed | -$3.32M | – | 226 |
|
|
2020
Q4 | $3.32M | Sell |
24,990
-12,536
| -33% | -$1.66M | 0.33% | 76 |
|
|
2020
Q3 | $4.35M | Buy |
37,526
+16,470
| +78% | +$1.91M | 0.41% | 54 |
|
|
2020
Q2 | $7.68M | Buy |
21,056
+13,131
| +166% | +$4.79M | 0.5% | 24 |
|
|
2020
Q1 | $2.02M | Buy |
7,925
+6,806
| +608% | +$1.73M | 0.18% | 96 |
|
|
2019
Q4 | $329K | Sell |
1,119
-5,003
| -82% | -$1.47M | 0.03% | 190 |
|
|
2019
Q3 | $1.37M | Buy |
+6,122
| New | +$1.37M | 0.09% | 158 |
|
|
2019
Q2 | – | Sell |
-52,185
| Closed | -$9.91M | – | 390 |
|
|
2019
Q1 | $9.91M | Buy |
+52,185
| New | +$9.91M | 0.84% | 27 |
|