Householder Group Estate & Retirement Specialist’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.15M | Sell |
28,553
-25,986
| -48% | -$6.51M | 5.34% | 3 |
|
|
2024
Q3 | $12.7M | Sell |
54,539
-2,212
| -4% | -$516K | 3.7% | 3 |
|
|
2024
Q2 | $12M | Buy |
56,751
+1,403
| +3% | +$296K | 3.36% | 5 |
|
|
2024
Q1 | $9.49M | Buy |
55,348
+1,182
| +2% | +$203K | 2.82% | 6 |
|
|
2023
Q4 | $10.4M | Sell |
54,166
-1,085
| -2% | -$209K | 3.43% | 5 |
|
|
2023
Q3 | $9.46M | Buy |
+55,251
| New | +$9.46M | 3.41% | 4 |
|
|
2023
Q1 | $9.27M | Sell |
56,185
-5,015
| -8% | -$827K | 3.56% | 4 |
|
|
2022
Q4 | $7.95M | Sell |
61,200
-3,626
| -6% | -$471K | 11.86% | 1 |
|
|
2022
Q3 | $8.96M | Sell |
64,826
-9,128
| -12% | -$1.26M | 3.69% | 4 |
|
|
2022
Q2 | $10.1M | Buy |
73,954
+12,798
| +21% | +$1.75M | 4.52% | 3 |
|
|
2022
Q1 | $10.7M | Buy |
61,156
+583
| +1% | +$102K | 4.3% | 4 |
|
|
2021
Q4 | $10.8M | Buy |
+60,573
| New | +$10.8M | 4.01% | 4 |
|