Domani Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $21.4M | Buy |
129,750
+186
| +0.1% | +$30.7K | 4.96% | 4 |
|
|
2022
Q4 | $16.8M | Buy |
129,564
+373
| +0.3% | +$48.5K | 4.21% | 6 |
|
|
2022
Q3 | $17.9M | Buy |
129,191
+73
| +0.1% | +$10.1K | 5.23% | 3 |
|
|
2022
Q2 | $17.7M | Sell |
129,118
-4,077
| -3% | -$557K | 4.82% | 4 |
|
|
2022
Q1 | $23.3M | Buy |
133,195
+1,297
| +1% | +$226K | 5.03% | 3 |
|
|
2021
Q4 | $23.4M | Sell |
131,898
-357
| -0.3% | -$63.4K | 4.59% | 5 |
|
|
2021
Q3 | $18.7M | Sell |
132,255
-1,327
| -1% | -$188K | 3.92% | 8 |
|
|
2021
Q2 | $18.3M | Sell |
133,582
-14,096
| -10% | -$1.93M | 3.69% | 8 |
|
|
2021
Q1 | $18M | Sell |
147,678
-6,625
| -4% | -$809K | 3.48% | 9 |
|
|
2020
Q4 | $20.5M | Sell |
154,303
-4,811
| -3% | -$638K | 4.16% | 8 |
|
|
2020
Q3 | $18.4M | Sell |
159,114
-8,614
| -5% | -$998K | 4.05% | 9 |
|
|
2020
Q2 | $15.3M | Sell |
167,728
-3,996
| -2% | -$364K | 3.58% | 9 |
|
|
2020
Q1 | $10.9M | Buy |
171,724
+3,040
| +2% | +$193K | 2.92% | 8 |
|
|
2019
Q4 | $12.4M | Sell |
168,684
-2,952
| -2% | -$217K | 4.09% | 6 |
|
|
2019
Q3 | $9.61M | Sell |
171,636
-4,508
| -3% | -$252K | 3.49% | 7 |
|
|
2019
Q2 | $8.72M | Sell |
176,144
-684
| -0.4% | -$33.8K | 3.24% | 7 |
|
|
2019
Q1 | $8.4M | Buy |
176,828
+4,016
| +2% | +$191K | 3.38% | 7 |
|
|
2018
Q4 | $6.82M | Buy |
172,812
+4,248
| +3% | +$168K | 3.17% | 9 |
|
|
2018
Q3 | $9.51M | Sell |
168,564
-3,376
| -2% | -$191K | 4.08% | 5 |
|
|
2018
Q2 | $7.96M | Buy |
171,940
+3,244
| +2% | +$150K | 3.65% | 4 |
|
|
2018
Q1 | $7.08M | Buy |
168,696
+748
| +0.4% | +$31.4K | 3.03% | 7 |
|
|
2017
Q4 | $7.11M | Sell |
167,948
-2,508
| -1% | -$106K | 3.12% | 6 |
|
|
2017
Q3 | $6.57M | Sell |
170,456
-2,784
| -2% | -$107K | 2.83% | 7 |
|
|
2017
Q2 | $6.24M | Sell |
173,240
-884
| -0.5% | -$31.8K | 2.57% | 8 |
|
|
2017
Q1 | $6.25M | Sell |
174,124
-2,820
| -2% | -$101K | 2.54% | 8 |
|
|
2016
Q4 | $5.12M | Sell |
176,944
-14,292
| -7% | -$414K | 2.07% | 10 |
|
|
2016
Q3 | $5.41M | Buy |
191,236
+10,380
| +6% | +$293K | 2.05% | 12 |
|
|
2016
Q2 | $4.32M | Sell |
180,856
-5,660
| -3% | -$135K | 1.68% | 15 |
|
|
2016
Q1 | $5.08M | Buy |
186,516
+7,024
| +4% | +$191K | 1.92% | 11 |
|
|
2015
Q4 | $4.72M | Buy |
179,492
+42,488
| +31% | +$1.12M | 1.85% | 14 |
|
|
2015
Q3 | $3.78M | Buy |
137,004
+14,356
| +12% | +$396K | 2.05% | 11 |
|
|
2015
Q2 | $3.85M | Buy |
122,648
+106,852
| +676% | +$3.35M | 2.1% | 10 |
|
|
2015
Q1 | $31.7K | Buy |
+15,796
| New | +$31.7K | 0.48% | 27 |
|