Harrison & Co Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$352K Hold
2,707
0.34% 72
2022
Q3
$374K Sell
2,707
-172
-6% -$23.8K 0.4% 71
2022
Q2
$394K Sell
2,879
-109
-4% -$14.9K 0.37% 71
2022
Q1
$522K Sell
2,988
-194
-6% -$33.9K 0.46% 70
2021
Q4
$565K Buy
+3,182
New +$565K 0.48% 69