CAN
Claraphi Advisory Network’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.76M | Buy |
51,994
+16,196
| +45% | +$2.1M | 2.69% | 3 |
|
|
2022
Q3 | $4.95M | Sell |
35,798
-84,187
| -70% | -$11.6M | 2.68% | 4 |
|
|
2022
Q2 | $16.4M | Sell |
119,985
-4,811
| -4% | -$658K | 5.77% | 2 |
|
|
2022
Q1 | $21.8M | Buy |
124,796
+3,251
| +3% | +$568K | 6.3% | 1 |
|
|
2021
Q4 | $21.6M | Sell |
121,545
-14,748
| -11% | -$2.62M | 7.52% | 1 |
|
|
2021
Q3 | $19.3M | Buy |
136,293
+24
| +0% | +$3.4K | 6.81% | 2 |
|
|
2021
Q2 | $18.7M | Sell |
136,269
-1,532
| -1% | -$210K | 5.62% | 4 |
|
|
2021
Q1 | $16.8M | Sell |
137,801
-21,465
| -13% | -$2.62M | 4.64% | 4 |
|
|
2020
Q4 | $21.1M | Buy |
159,266
+4,006
| +3% | +$532K | 5.75% | 4 |
|
|
2020
Q3 | $18M | Buy |
155,260
+118,612
| +324% | +$13.7M | 6.51% | 3 |
|
|
2020
Q2 | $13.4M | Sell |
36,648
-918
| -2% | -$335K | 5.7% | 3 |
|
|
2020
Q1 | $9.55M | Buy |
37,566
+3,201
| +9% | +$814K | 4.51% | 3 |
|
|
2019
Q4 | $10.1M | Sell |
34,365
-1,056
| -3% | -$310K | 6.17% | 2 |
|
|
2019
Q3 | $7.93M | Sell |
35,421
-3,655
| -9% | -$819K | 4.81% | 3 |
|
|
2019
Q2 | $7.73M | Buy |
39,076
+4,304
| +12% | +$852K | 4.54% | 2 |
|
|
2019
Q1 | $6.6M | Buy |
34,772
+504
| +1% | +$95.7K | 4.14% | 4 |
|
|
2018
Q4 | $5.41M | Buy |
34,268
+1,605
| +5% | +$253K | 4.14% | 3 |
|
|
2018
Q3 | $7.37M | Buy |
32,663
+3,883
| +13% | +$877K | 4.11% | 3 |
|
|
2018
Q2 | $5.33M | Buy |
28,780
+1,233
| +4% | +$228K | 3.44% | 2 |
|
|
2018
Q1 | $4.62M | Sell |
27,547
-2,285
| -8% | -$383K | 3.28% | 2 |
|
|
2017
Q4 | $5.05M | Buy |
+29,832
| New | +$5.05M | 3.91% | 2 |
|