CIC Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $31.4M | Sell |
134,709
-1,325
| -1% | -$309K | 8.11% | 2 |
|
|
2024
Q2 | $28.7M | Buy |
136,034
+159
| +0.1% | +$33.5K | 7.89% | 2 |
|
|
2024
Q1 | $23.3M | Sell |
135,875
-5,842
| -4% | -$1M | 6.78% | 2 |
|
|
2023
Q4 | $27.3M | Buy |
141,717
+5,107
| +4% | +$983K | 8.65% | 2 |
|
|
2023
Q3 | $23.4M | Sell |
136,610
-743
| -0.5% | -$127K | 8.38% | 2 |
|
|
2023
Q2 | $26.6M | Sell |
137,353
-4,561
| -3% | -$885K | 9.21% | 1 |
|
|
2023
Q1 | $23.4M | Sell |
141,914
-1,393
| -1% | -$230K | 8.82% | 2 |
|
|
2022
Q4 | $18.6M | Buy |
+143,307
| New | +$18.6M | 7.69% | 1 |
|