Coulter & Justus Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.98M | Buy |
29,048
+26,380
| +989% | +$4.52M | 1.11% | 32 |
|
|
2023
Q4 | $514K | Buy |
2,668
+9
| +0.3% | +$1.73K | 0.35% | 21 |
|
|
2023
Q3 | $455K | Buy |
2,659
+2
| +0.1% | +$342 | 0.33% | 26 |
|
|
2023
Q2 | $515K | Buy |
2,657
+2
| +0.1% | +$388 | 0.35% | 28 |
|
|
2023
Q1 | $438K | Buy |
2,655
+3
| +0.1% | +$495 | 0.29% | 31 |
|
|
2022
Q4 | $345K | Buy |
2,652
+6
| +0.2% | +$780 | 0.23% | 36 |
|
|
2022
Q3 | $366K | Buy |
2,646
+2
| +0.1% | +$277 | 0.28% | 29 |
|
|
2022
Q2 | $361K | Sell |
2,644
-1,365
| -34% | -$186K | 0.29% | 32 |
|
|
2022
Q1 | $700K | Buy |
4,009
+1,043
| +35% | +$182K | 0.25% | 9 |
|
|
2021
Q4 | $527K | Buy |
+2,966
| New | +$527K | 0.41% | 30 |
|