Blue Chip Wealth Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$17.8M	Buy	153,399 +5,083	+3%	+$555K	14.01%	1
2020 Q2	$13.5M	Sell	148,316 -1,072	-0.7%	-$83.1K	12.81%	1
2020 Q1	$9.5M	Sell	149,388 -2,032	-1%	-$149K	11.83%	1
2019 Q4	$11.1M	Buy	151,420 +1,136	+0.8%	+$73.1K	10.28%	1
2019 Q3	$8.41M	Sell	150,284 -9,348	-6%	-$489K	8.78%	1
2019 Q2	$7.9M	Sell	159,632 -488	-0.3%	-$23.8K	8.33%	1
2019 Q1	$7.6M	Sell	160,120 -2,432	-1%	-$103K	8.62%	1
2018 Q4	$6.41M	Sell	162,552 -392	-0.2%	-$19K	8.41%	1
2018 Q3	$9.2M	Buy	162,944 +3,808	+2%	+$198K	9.26%	1
2018 Q2	$7.37M	Buy	159,136 +6,740	+4%	+$306K	8.01%	1
2018 Q1	$6.39M	Buy	+152,396	New	+$6.56M	6.54%	2