
Gates Foundation Trust’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-52,815
| Closed | -$9.04M | – | 25 |
|
2023
Q3 | $9.04M | Buy |
+52,815
| New | +$9.04M | 0.02% | 23 |
|
2021
Q1 | – | Sell |
-1,002,088
| Closed | -$133M | – | 18 |
|
2020
Q4 | $133M | Sell |
1,002,088
-1,002,088
| -50% | -$133M | 0.6% | 13 |
|
2020
Q3 | $232M | Buy |
2,004,176
+1,503,132
| +300% | +$174M | 1.05% | 12 |
|
2020
Q2 | $183M | Hold |
501,044
| – | – | 1.02% | 12 |
|
2020
Q1 | $127M | Buy |
+501,044
| New | +$127M | 0.73% | 12 |
|