Heritage Way Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $911K | Sell |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $554K | Hold |
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|
2020
Q2 | $436K | Hold |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $230K | Buy |
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|
2018
Q3 | $273K | Hold |
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|
2018
Q2 | $224K | Buy |
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