Halpern Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $856K | Sell |
3,775
-6
| -0.2% | -$1.36K | 0.22% | 36 |
|
|
2024
Q2 | $796K | Sell |
3,781
-556
| -13% | -$117K | 0.22% | 36 |
|
|
2024
Q1 | $736K | Sell |
4,337
-166
| -4% | -$28.2K | 0.21% | 35 |
|
|
2023
Q4 | $830K | Sell |
4,503
-383
| -8% | -$70.6K | 0.26% | 34 |
|
|
2023
Q3 | $837K | Sell |
4,886
-3,148
| -39% | -$539K | 0.29% | 32 |
|
|
2023
Q2 | $1.56M | Buy |
8,034
+3,395
| +73% | +$659K | 0.53% | 23 |
|
|
2023
Q1 | $765K | Hold |
4,639
| – | – | 0.28% | 26 |
|
|
2022
Q4 | $603K | Sell |
4,639
-5
| -0.1% | -$650 | 0.22% | 30 |
|
|
2022
Q3 | $642K | Buy |
4,644
+98
| +2% | +$13.5K | 0.25% | 29 |
|
|
2022
Q2 | $622K | Buy |
4,546
+96
| +2% | +$13.1K | 0.24% | 30 |
|
|
2022
Q1 | $777K | Sell |
4,450
-151
| -3% | -$26.4K | 0.29% | 32 |
|
|
2021
Q4 | $817K | Buy |
4,601
+3,218
| +233% | +$571K | 0.35% | 22 |
|
|
2021
Q3 | $196K | Buy |
1,383
+664
| +92% | +$94K | 0.09% | 40 |
|
|
2021
Q2 | $98.5K | Hold |
719
| – | – | 0.05% | 52 |
|
|
2021
Q1 | $87.8K | Buy |
719
+336
| +88% | +$41K | 0.04% | 49 |
|
|
2020
Q4 | $50.8K | Sell |
383
-65
| -15% | -$8.63K | 0.03% | 53 |
|
|
2020
Q3 | $51.9K | Sell |
448
-88
| -16% | -$10.2K | 0.03% | 51 |
|
|
2020
Q2 | $48.9K | Buy |
536
+188
| +54% | +$17.1K | 0.03% | 52 |
|
|
2020
Q1 | $22.1K | Sell |
348
-2,148
| -86% | -$137K | 0.02% | 65 |
|
|
2019
Q4 | $183K | Buy |
+2,496
| New | +$183K | 0.14% | 35 |
|