Executive Wealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.98M | Buy |
27,821
+18,548
| +200% | +$3.37M | 1.04% | 20 |
|
|
2023
Q4 | $1.79M | Buy |
9,273
+1
| +0% | +$185 | 1.14% | 19 |
|
|
2023
Q3 | $1.59M | Buy |
9,272
+1
| +0% | +$183 | 1.13% | 19 |
|
|
2023
Q2 | $1.8M | Buy |
9,271
+935
| +11% | +$163K | 1.21% | 19 |
|
|
2023
Q1 | $1.37M | Buy |
8,336
+1
| +0% | +$148 | 0.97% | 22 |
|
|
2022
Q4 | $1.08M | Buy |
8,335
+12
| +0.1% | +$1.72K | 0.83% | 22 |
|
|
2022
Q3 | $1.15M | Buy |
8,323
+9
| +0.1% | +$1.41K | 0.99% | 21 |
|
|
2022
Q2 | $1.14M | Buy |
8,314
+10
| +0.1% | +$1.51K | 0.88% | 21 |
|
|
2022
Q1 | $1.45M | Buy |
8,304
+9
| +0.1% | +$1.51K | 0.95% | 21 |
|
|
2021
Q4 | $1.47M | Buy |
8,295
+10
| +0.1% | +$1.58K | 0.91% | 23 |
|
|
2021
Q3 | $1.17M | Buy |
8,285
+10
| +0.1% | +$1.47K | 0.72% | 23 |
|
|
2021
Q2 | $1.13M | Buy |
8,275
+12
| +0.1% | +$1.55K | 0.67% | 24 |
|
|
2021
Q1 | $1.01M | Buy |
8,263
+274
| +3% | +$35.2K | 0.62% | 24 |
|
|
2020
Q4 | $1.06M | Sell |
7,989
-2,983
| -27% | -$359K | 0.72% | 23 |
|
|
2020
Q3 | $1.27M | Buy |
10,972
+16
| +0.1% | +$1.75K | 0.98% | 21 |
|
|
2020
Q2 | $999K | Sell |
10,956
-856
| -7% | -$66.3K | 0.8% | 23 |
|
|
2020
Q1 | $751K | Buy |
11,812
+584
| +5% | +$42.9K | 0.72% | 24 |
|
|
2019
Q4 | $824K | Sell |
11,228
-1,088
| -9% | -$70K | 0.62% | 24 |
|
|
2019
Q3 | $690K | Buy |
12,316
+40
| +0.3% | +$2.09K | 0.55% | 24 |
|
|
2019
Q2 | $607K | Sell |
12,276
-2,416
| -16% | -$118K | 0.47% | 25 |
|
|
2019
Q1 | $698K | Buy |
14,692
+56
| +0.4% | +$2.38K | 0.54% | 24 |
|
|
2018
Q4 | $577K | Buy |
14,636
+252
| +2% | +$12.2K | 0.54% | 25 |
|
|
2018
Q3 | $812K | Buy |
14,384
+44
| +0.3% | +$2.29K | 0.67% | 23 |
|
|
2018
Q2 | $664K | Sell |
14,340
-380
| -3% | -$17.2K | 0.59% | 23 |
|
|
2018
Q1 | $617K | Sell |
14,720
-2,516
| -15% | -$108K | 0.53% | 23 |
|
|
2017
Q4 | $729K | Buy |
+17,236
| New | +$720K | 0.65% | 23 |
|
Other funds holding AAPL
