Column Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.05M | Sell |
112,113
-673
| -0.6% | -$30.3K | 0.74% | 24 |
|
|
2023
Q2 | $5.84M | Sell |
112,786
-4,995
| -4% | -$258K | 0.82% | 22 |
|
|
2023
Q1 | $5.8M | Buy |
117,781
+1,346
| +1% | +$66.3K | 0.87% | 22 |
|
|
2022
Q4 | $4.41M | Buy |
116,435
+83,729
| +256% | +$3.17M | 0.73% | 22 |
|
|
2022
Q3 | $4.52M | Buy |
32,706
+262
| +0.8% | +$36.2K | 0.93% | 20 |
|
|
2022
Q2 | $4.44M | Buy |
32,444
+102
| +0.3% | +$13.9K | 0.85% | 21 |
|
|
2022
Q1 | $5.65M | Buy |
32,342
+2,888
| +10% | +$504K | 1.04% | 17 |
|
|
2021
Q4 | $5.23M | Sell |
29,454
-1,369
| -4% | -$243K | 1.01% | 17 |
|
|
2021
Q3 | $4.36M | Buy |
30,823
+691
| +2% | +$97.8K | 0.92% | 19 |
|
|
2021
Q2 | $4.13M | Sell |
30,132
-1,279
| -4% | -$175K | 0.87% | 21 |
|
|
2021
Q1 | $3.84M | Sell |
31,411
-66
| -0.2% | -$8.06K | 0.86% | 21 |
|
|
2020
Q4 | $4.18M | Sell |
31,477
-1,137
| -3% | -$151K | 1.05% | 18 |
|
|
2020
Q3 | $3.78M | Buy |
32,614
+646
| +2% | +$74.8K | 1.15% | 16 |
|
|
2020
Q2 | $2.92M | Buy |
31,968
+4,652
| +17% | +$424K | 0.98% | 15 |
|
|
2020
Q1 | $1.74M | Sell |
27,316
-256
| -0.9% | -$16.3K | 0.71% | 20 |
|
|
2019
Q4 | $2.02M | Buy |
+27,572
| New | +$2.02M | 1.03% | 13 |
|