Daniels + Tansey’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $620K | Buy |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $498K | Sell |
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|
2022
Q1 | $642K | Sell |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $433K | Hold |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $4K | Buy |
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