Blue Chip Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $17.8M | Buy |
153,399
+5,083
| +3% | +$589K | 14.01% | 1 |
|
|
2020
Q2 | $13.5M | Sell |
148,316
-1,072
| -0.7% | -$97.8K | 12.81% | 1 |
|
|
2020
Q1 | $9.5M | Sell |
149,388
-2,032
| -1% | -$129K | 11.83% | 1 |
|
|
2019
Q4 | $11.1M | Buy |
151,420
+1,136
| +0.8% | +$83.4K | 10.28% | 1 |
|
|
2019
Q3 | $8.42M | Sell |
150,284
-9,348
| -6% | -$523K | 8.78% | 1 |
|
|
2019
Q2 | $7.9M | Sell |
159,632
-488
| -0.3% | -$24.1K | 8.33% | 1 |
|
|
2019
Q1 | $7.6M | Sell |
160,120
-2,432
| -1% | -$115K | 8.62% | 1 |
|
|
2018
Q4 | $6.41M | Sell |
162,552
-392
| -0.2% | -$15.5K | 8.41% | 1 |
|
|
2018
Q3 | $9.2M | Buy |
162,944
+3,808
| +2% | +$215K | 9.26% | 1 |
|
|
2018
Q2 | $7.37M | Buy |
159,136
+6,740
| +4% | +$312K | 8.01% | 1 |
|
|
2018
Q1 | $6.39M | Buy |
+152,396
| New | +$6.39M | 6.54% | 2 |
|