Axiom Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $121M | Buy |
541,915
+65,325
| +14% | +$14.6M | 1.13% | 16 |
|
2024
Q2 | $88.8M | Buy |
476,590
+468,797
| +6,016% | +$87.3M | 0.97% | 17 |
|
2024
Q1 | $1.34M | Buy |
7,793
+386
| +5% | +$66.2K | 0.98% | 19 |
|
2023
Q4 | $1.43M | Sell |
7,407
-327
| -4% | -$63K | 1.15% | 18 |
|
2023
Q3 | $1.32M | Buy |
7,734
+191
| +3% | +$32.7K | 1.19% | 18 |
|
2023
Q2 | $1.46M | Buy |
7,543
+75
| +1% | +$14.5K | 1.29% | 18 |
|
2023
Q1 | $1.24M | Buy |
7,468
+3
| +0% | +$499 | 1.19% | 18 |
|
2022
Q4 | $970K | Sell |
7,465
-60
| -0.8% | -$7.8K | 1.03% | 18 |
|
2022
Q3 | $1.04M | Sell |
7,525
-46
| -0.6% | -$6.37K | 1.24% | 18 |
|
2022
Q2 | $1.04M | Buy |
7,571
+73
| +1% | +$9.98K | 1.15% | 18 |
|
2022
Q1 | $1.31M | Buy |
7,498
+32
| +0.4% | +$5.59K | 1.09% | 18 |
|
2021
Q4 | $1.33M | Buy |
+7,466
| New | +$1.33M | 1.09% | 17 |
|