Epstein & White Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4.78M | Buy |
34,871
+468
| +1% | +$64.1K | 1.26% | 13 |
|
|
2021
Q1 | $4.2M | Buy |
34,403
+72
| +0.2% | +$8.79K | 1.22% | 14 |
|
|
2020
Q4 | $4.56M | Sell |
34,331
-67
| -0.2% | -$8.89K | 1.4% | 13 |
|
|
2020
Q3 | $3.99M | Buy |
34,398
+2,470
| +8% | +$286K | 1.42% | 12 |
|
|
2020
Q2 | $2.91M | Sell |
31,928
-800
| -2% | -$72.9K | 1.1% | 11 |
|
|
2020
Q1 | $2.08M | Buy |
32,728
+2,608
| +9% | +$166K | 0.87% | 13 |
|
|
2019
Q4 | $2.21M | Buy |
30,120
+2,036
| +7% | +$150K | 0.97% | 12 |
|
|
2019
Q3 | $1.57M | Buy |
28,084
+408
| +1% | +$22.9K | 0.77% | 12 |
|
|
2019
Q2 | $1.37M | Sell |
27,676
-2,600
| -9% | -$128K | 0.73% | 11 |
|
|
2019
Q1 | $1.44M | Buy |
30,276
+3,756
| +14% | +$179K | 0.83% | 11 |
|
|
2018
Q4 | $1.05M | Buy |
26,520
+3,232
| +14% | +$127K | 0.65% | 13 |
|
|
2018
Q3 | $1.32M | Sell |
23,288
-564
| -2% | -$31.9K | 0.86% | 12 |
|
|
2018
Q2 | $1.1M | Buy |
23,852
+1,128
| +5% | +$52.2K | 0.82% | 16 |
|
|
2018
Q1 | $956K | Buy |
22,724
+904
| +4% | +$38K | 0.61% | 28 |
|
|
2017
Q4 | $969K | Buy |
+21,820
| New | +$969K | 0.56% | 25 |
|