Greenwich Investment Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$2.98M	Hold	14,158	–	–	2.73%	11
2024 Q1	$2.43M	Sell	14,158 -24	-0.2%	-$4.36K	1.91%	13
2023 Q4	$2.73M	Buy	14,182 +24	+0.2%	+$4.43K	2.05%	11
2023 Q3	$2.42M	Sell	14,158 -700	-5%	-$128K	1.92%	11
2023 Q2	$2.88M	Buy	14,858 +1,142	+8%	+$199K	2.18%	11
2023 Q1	$2.26M	Sell	13,716 -2,277	-14%	-$336K	1.74%	14
2022 Q4	$2.08M	Sell	15,993 -15	-0.1%	-$2.14K	1.66%	15
2022 Q3	$2.21M	Sell	16,008 -1,160	-7%	-$182K	1.74%	18
2022 Q2	$2.35M	Hold	17,168	–	–	1.68%	19
2022 Q1	$3M	Sell	17,168 -1,930	-10%	-$325K	1.8%	18
2021 Q4	$3.39M	Buy	+19,098	New	+$3.02M	2.3%	12
2020 Q3	$2.07M	Buy	17,848 +6,000	+51%	+$655K	2.29%	11
2020 Q2	$1.08M	Sell	11,848 -2,000	-14%	-$155K	1.37%	24
2020 Q1	$880K	Buy	13,848 +10,216	+281%	+$751K	1.09%	26
2019 Q4	$267K	Hold	3,632	–	–	0.26%	47
2019 Q3	$203K	Buy	+3,632	New	+$190K	0.21%	55
2018 Q4	–	Sell	-3,632	Closed	-$205K	–	63
2018 Q3	$205K	Buy	+3,632	New	+$189K	0.22%	55
2017 Q3	–	Sell	-5,972	Closed	-$215K	–	51
2017 Q2	$215K	Sell	5,972 -5,660	-49%	-$209K	0.25%	44
2017 Q1	$417K	Buy	+11,632	New	+$383K	0.46%	35
2016 Q2	–	Sell	-8,304	Closed	-$226K	–	55
2016 Q1	$226K	Buy	+8,304	New	+$207K	0.27%	42