Balasa Dinverno & Foltz’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$27.3M Buy
2022
Q2
$24.9M Buy
2022
Q1
$31.7M Buy
2021
Q4
$31.4M Buy
2021
Q3
$24.2M Buy
2021
Q2
$22.9M Sell
2021
Q1
$21.1M Buy
2020
Q4
$22.5M Buy
2020
Q3
$15.1M Sell
2020
Q2
$13.4M Buy