Elm Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $6.03M | Sell |
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|
2021
Q3 | $4.85M | Sell |
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|
2021
Q2 | $5.09M | Hold |
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|
2021
Q1 | $4.54M | Sell |
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|
2020
Q4 | $5.12M | Sell |
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|
2020
Q3 | $4.55M | Sell |
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|
2020
Q2 | $4.03M | Sell |
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|
2020
Q1 | $3.03M | Sell |
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|
2019
Q4 | $3.52M | Sell |
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|
2019
Q3 | $2.78M | Hold |
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|
2019
Q2 | $2.45M | Sell |
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|
2019
Q1 | $2.37M | Sell |
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|
2018
Q4 | $1.98M | Sell |
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|
2018
Q3 | $2.85M | Sell |
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|
2018
Q2 | $2.37M | Buy |
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|
2018
Q1 | $2.05M | Sell |
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|
2017
Q4 | $2.14M | Sell |
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|
2017
Q3 | $1.95M | Sell |
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|
2017
Q2 | $1.82M | Sell |
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|
2017
Q1 | $1.84M | Sell |
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|
2016
Q4 | $1.49M | Buy |
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|
2016
Q3 | $1.43M | Hold |
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|
2016
Q2 | $1.21M | Hold |
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|
2016
Q1 | $1.38M | Buy |
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|
2015
Q4 | $1.29M | Hold |
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|
2015
Q3 | $1.36M | Buy |
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|
2015
Q2 | $1.53M | Sell |
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|
2015
Q1 | $1.52M | Sell |
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|
2014
Q4 | $1.48M | Hold |
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|
2014
Q3 | $1.35M | Sell |
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|
2014
Q2 | $1.29M | Buy |
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|
2014
Q1 | $1.03M | Buy |
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|
2013
Q4 | $1.08M | Buy |
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