Caliber Wealth Management (Utah)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.9M | Buy |
16,890
+207
| +1% | +$35.5K | 1.54% | 26 |
|
|
2023
Q4 | $3.21M | Buy |
16,683
+226
| +1% | +$43.5K | 1.89% | 14 |
|
|
2023
Q3 | $2.82M | Buy |
16,457
+680
| +4% | +$116K | 1.9% | 10 |
|
|
2023
Q2 | $3.06M | Sell |
15,777
-319
| -2% | -$61.9K | 2.05% | 9 |
|
|
2023
Q1 | $2.65M | Sell |
16,096
-928
| -5% | -$153K | 1.99% | 10 |
|
|
2022
Q4 | $2.21M | Sell |
17,024
-3,777
| -18% | -$491K | 1.69% | 17 |
|
|
2022
Q3 | $2.88M | Buy |
20,801
+282
| +1% | +$39K | 2.27% | 11 |
|
|
2022
Q2 | $2.81M | Sell |
20,519
-1,841
| -8% | -$252K | 2.18% | 12 |
|
|
2022
Q1 | $3.9M | Buy |
22,360
+2,017
| +10% | +$352K | 2.49% | 6 |
|
|
2021
Q4 | $3.52M | Buy |
20,343
+998
| +5% | +$173K | 2.43% | 7 |
|
|
2021
Q3 | $2.84M | Buy |
19,345
+1,352
| +8% | +$198K | 2% | 7 |
|
|
2021
Q2 | $2.46M | Sell |
17,993
-2,791
| -13% | -$382K | 1.74% | 10 |
|
|
2021
Q1 | $2.54M | Buy |
20,784
+857
| +4% | +$105K | 1.84% | 9 |
|
|
2020
Q4 | $2.64M | Buy |
+19,927
| New | +$2.64M | 2.59% | 9 |
|