Hamilton Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $31.7M | Buy |
135,929
+750
| +0.6% | +$175K | 7.74% | 2 |
|
|
2024
Q2 | $28.5M | Buy |
135,179
+8,013
| +6% | +$1.69M | 7.65% | 1 |
|
|
2024
Q1 | $21.8M | Buy |
127,166
+4,379
| +4% | +$751K | 6.81% | 3 |
|
|
2023
Q4 | $23.6M | Buy |
122,787
+50
| +0% | +$9.63K | 7.44% | 1 |
|
|
2023
Q3 | $21M | Buy |
122,737
+2,223
| +2% | +$381K | 7.53% | 1 |
|
|
2023
Q2 | $23.4M | Sell |
120,514
-1,464
| -1% | -$284K | 8.13% | 1 |
|
|
2023
Q1 | $20.1M | Buy |
121,978
+15,278
| +14% | +$2.52M | 7.09% | 2 |
|
|
2022
Q4 | $13.9M | Buy |
106,700
+9,513
| +10% | +$1.24M | 5.64% | 5 |
|
|
2022
Q3 | $13.4M | Buy |
97,187
+1,201
| +1% | +$166K | 5.67% | 6 |
|
|
2022
Q2 | $13.1M | Buy |
95,986
+4,983
| +5% | +$681K | 5.13% | 6 |
|
|
2022
Q1 | $15.9M | Buy |
91,003
+1,217
| +1% | +$213K | 6.91% | 3 |
|
|
2021
Q4 | $15.9M | Buy |
89,786
+1,303
| +1% | +$231K | 7.13% | 3 |
|
|
2021
Q3 | $12.5M | Buy |
88,483
+2,815
| +3% | +$398K | 5.76% | 4 |
|
|
2021
Q2 | $11.7M | Buy |
85,668
+1,190
| +1% | +$163K | 5.47% | 7 |
|
|
2021
Q1 | $10.3M | Buy |
84,478
+94
| +0.1% | +$11.5K | 5.01% | 8 |
|
|
2020
Q4 | $11.2M | Buy |
84,384
+2,624
| +3% | +$348K | 5.74% | 3 |
|
|
2020
Q3 | $9.47M | Sell |
81,760
-16,448
| -17% | -$1.9M | 5.3% | 5 |
|
|
2020
Q2 | $8.96M | Buy |
98,208
+1,468
| +2% | +$134K | 5.34% | 3 |
|
|
2020
Q1 | $6.15M | Sell |
96,740
-6,288
| -6% | -$400K | 4.59% | 5 |
|
|
2019
Q4 | $7.56M | Sell |
103,028
-30,396
| -23% | -$2.23M | 5.12% | 6 |
|
|
2019
Q3 | $7.47M | Buy |
133,424
+584
| +0.4% | +$32.7K | 5.31% | 3 |
|
|
2019
Q2 | $6.57M | Sell |
132,840
-17,076
| -11% | -$845K | 4.8% | 7 |
|
|
2019
Q1 | $7.12M | Sell |
149,916
-6,420
| -4% | -$305K | 5.64% | 3 |
|
|
2018
Q4 | $6.17M | Buy |
+156,336
| New | +$6.17M | 6.04% | 2 |
|