Bard Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,200
| Closed | -$198K | – | 186 |
|
|
2023
Q1 | $198K | Buy |
+1,200
| New | +$198K | 0.08% | 163 |
|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$164K | – | 188 |
|
|
2022
Q2 | $164K | Hold |
1,200
| – | – | 0.07% | 161 |
|
|
2022
Q1 | $210K | Buy |
+1,200
| New | +$210K | 0.07% | 162 |
|
|
2017
Q2 | – | Sell |
-6,032
| Closed | -$217K | – | 188 |
|
|
2017
Q1 | $217K | Buy |
+6,032
| New | +$217K | 0.1% | 150 |
|
|
2015
Q3 | – | Sell |
-8,032
| Closed | -$252K | – | 164 |
|
|
2015
Q2 | $252K | Hold |
8,032
| – | – | 0.13% | 133 |
|
|
2015
Q1 | $250K | Sell |
8,032
-1,400
| -15% | -$43.6K | 0.12% | 139 |
|
|
2014
Q4 | $260K | Sell |
9,432
-200
| -2% | -$5.51K | 0.12% | 142 |
|
|
2014
Q3 | $243K | Hold |
9,632
| – | – | 0.11% | 145 |
|
|
2014
Q2 | $224K | Buy |
+9,632
| New | +$224K | 0.09% | 168 |
|