Coombe, Bender & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $3.48M | Sell |
16,517
-1,853
| -10% | -$390K | 2.05% | 17 |
|
2024
Q1 | $3.15M | Sell |
18,370
-2,621
| -12% | -$449K | 1.91% | 20 |
|
2023
Q4 | $4.04M | Buy |
20,991
+2,361
| +13% | +$455K | 2.53% | 14 |
|
2023
Q3 | $3.19M | Sell |
18,630
-1,632
| -8% | -$279K | 2.4% | 14 |
|
2023
Q2 | $3.93M | Sell |
20,262
-4,072
| -17% | -$790K | 2.86% | 7 |
|
2023
Q1 | $4.01M | Buy |
24,334
+1,428
| +6% | +$235K | 3.15% | 7 |
|
2022
Q4 | $2.98M | Sell |
22,906
-2,366
| -9% | -$307K | 2.71% | 9 |
|
2022
Q3 | $3.49M | Sell |
25,272
-47
| -0.2% | -$6.5K | 3.1% | 7 |
|
2022
Q2 | $3.46M | Buy |
+25,319
| New | +$3.46M | 2.93% | 8 |
|