Criterion Capital Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$7.21M Hold
34,213
4.54% 4
2024
Q3
$7.21M Hold
34,213
4.54% 4
2024
Q2
$7.21M Buy
34,213
+47
+0.1% +$9.9K 4.54% 4
2024
Q1
$5.86M Buy
34,166
+1
+0% +$171 3.9% 5
2023
Q4
$6.58M Buy
+34,165
New +$6.58M 4.78% 3