Avanda Investment Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-41,450
Closed -$9.66M 24
2024
Q3
$9.66M Sell
41,450
-45,180
-52% -$10.5M 1.88% 10
2024
Q2
$18.2M Sell
86,630
-8,131
-9% -$1.71M 2.76% 10
2024
Q1
$16.2M Sell
94,761
-94,572
-50% -$16.2M 2.18% 11
2023
Q4
$36.5M Buy
+189,333
New +$36.5M 3.56% 6