Barber Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7M | Sell |
42,439
-265
| -0.6% | -$43.7K | 1.23% | 11 |
|
|
2022
Q4 | $5.55M | Sell |
42,704
-838
| -2% | -$109K | 1.54% | 13 |
|
|
2022
Q3 | $6.02M | Sell |
43,542
-3,797
| -8% | -$525K | 1.75% | 9 |
|
|
2022
Q2 | $6.47M | Sell |
47,339
-2,406
| -5% | -$329K | 1.06% | 11 |
|
|
2022
Q1 | $8.69M | Buy |
49,745
+973
| +2% | +$170K | 1.16% | 17 |
|
|
2021
Q4 | $8.66M | Sell |
48,772
-530
| -1% | -$94.1K | 1.04% | 22 |
|
|
2021
Q3 | $6.98M | Buy |
49,302
+5,409
| +12% | +$765K | 0.9% | 29 |
|
|
2021
Q2 | $6.01M | Buy |
43,893
+8,487
| +24% | +$1.16M | 0.82% | 28 |
|
|
2021
Q1 | $4.33M | Sell |
35,406
-556
| -2% | -$67.9K | 0.63% | 31 |
|
|
2020
Q4 | $4.77M | Buy |
35,962
+744
| +2% | +$98.7K | 0.87% | 28 |
|
|
2020
Q3 | $4.08M | Buy |
35,218
+2,402
| +7% | +$278K | 0.89% | 26 |
|
|
2020
Q2 | $2.99M | Buy |
32,816
+1,644
| +5% | +$150K | 0.72% | 32 |
|
|
2020
Q1 | $1.98M | Sell |
31,172
-21,364
| -41% | -$1.36M | 0.63% | 34 |
|
|
2019
Q4 | $3.86M | Sell |
52,536
-400
| -0.8% | -$29.4K | 0.78% | 31 |
|
|
2019
Q3 | $2.96M | Buy |
52,936
+84
| +0.2% | +$4.7K | 0.63% | 40 |
|
|
2019
Q2 | $2.62M | Buy |
52,852
+2,228
| +4% | +$110K | 0.61% | 38 |
|
|
2019
Q1 | $2.4M | Buy |
50,624
+1,728
| +4% | +$82.1K | 0.47% | 38 |
|
|
2018
Q4 | $1.93M | Sell |
48,896
-832
| -2% | -$32.8K | 0.41% | 49 |
|
|
2018
Q3 | $2.81M | Buy |
49,728
+844
| +2% | +$47.6K | 0.67% | 40 |
|
|
2018
Q2 | $2.26M | Buy |
48,884
+76
| +0.2% | +$3.52K | 0.66% | 34 |
|
|
2018
Q1 | $2.05M | Buy |
48,808
+1,112
| +2% | +$46.6K | 0.54% | 49 |
|
|
2017
Q4 | $2.02M | Sell |
47,696
-2,644
| -5% | -$112K | 0.51% | 48 |
|
|
2017
Q3 | $1.94M | Buy |
50,340
+440
| +0.9% | +$17K | 0.55% | 43 |
|
|
2017
Q2 | $1.8M | Sell |
49,900
-1,280
| -3% | -$46.1K | 0.58% | 32 |
|
|
2017
Q1 | $1.84M | Buy |
51,180
+1,120
| +2% | +$40.2K | 0.63% | 31 |
|
|
2016
Q4 | $1.45M | Buy |
+50,060
| New | +$1.45M | 0.52% | 32 |
|