Briggs Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.28M | Sell |
25,009
-507
| -2% | -$86.8K | 2.45% | 11 |
|
|
2023
Q2 | $4.95M | Buy |
25,516
+2,316
| +10% | +$449K | 2.76% | 9 |
|
|
2023
Q1 | $3.83M | Buy |
23,200
+4,086
| +21% | +$674K | 2.27% | 11 |
|
|
2022
Q4 | $2.48M | Buy |
19,114
+5,915
| +45% | +$769K | 1.58% | 14 |
|
|
2022
Q3 | $1.82M | Buy |
13,199
+619
| +5% | +$85.5K | 1.37% | 13 |
|
|
2022
Q2 | $1.72M | Buy |
12,580
+10,928
| +662% | +$1.49M | 1.26% | 14 |
|
|
2022
Q1 | $288K | Hold |
1,652
| – | – | 0.19% | 46 |
|
|
2021
Q4 | $293K | Buy |
+1,652
| New | +$293K | 0.2% | 44 |
|