Counterpoint Mutual Funds’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,328
| Closed | -$775K | – | 275 |
|
|
2024
Q3 | $775K | Buy |
+3,328
| New | +$775K | 0.15% | 47 |
|
|
2022
Q4 | – | Sell |
-833
| Closed | -$115K | – | 305 |
|
|
2022
Q3 | $115K | Buy |
+833
| New | +$115K | 0.28% | 112 |
|
|
2022
Q2 | – | Sell |
-123
| Closed | -$21K | – | 239 |
|
|
2022
Q1 | $21K | Buy |
+123
| New | +$21K | 0.02% | 191 |
|