Halpern Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $796K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $830K | Sell |
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|
2023
Q3 | $837K | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $765K | Hold |
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $642K | Buy |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $817K | Buy |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $98.5K | Hold |
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|
2021
Q1 | $87.8K | Buy |
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|
2020
Q4 | $50.8K | Sell |
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|
2020
Q3 | $51.9K | Sell |
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|
2020
Q2 | $48.9K | Buy |
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|
2020
Q1 | $22.1K | Sell |
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|
2019
Q4 | $183K | Buy |
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