Family Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.92M | Hold |
21,111
| – | – | 2.96% | 6 |
|
|
2024
Q2 | $4.45M | Sell |
21,111
-35
| -0.2% | -$7.37K | 2.86% | 6 |
|
|
2024
Q1 | $3.63M | Sell |
21,146
-227
| -1% | -$38.9K | 2.26% | 11 |
|
|
2023
Q4 | $4.12M | Buy |
21,373
+348
| +2% | +$67K | 2.75% | 8 |
|
|
2023
Q3 | $3.6M | Sell |
21,025
-391
| -2% | -$66.9K | 2.66% | 9 |
|
|
2023
Q2 | $4.15M | Buy |
21,416
+5,900
| +38% | +$1.14M | 2.81% | 10 |
|
|
2023
Q1 | $2.56M | Sell |
15,516
-1,222
| -7% | -$202K | 1.87% | 12 |
|
|
2022
Q4 | $2.17M | Buy |
+16,738
| New | +$2.17M | 1.81% | 15 |
|