ICA Group Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.89M | Sell |
27,982
-42,878
| -61% | -$9.03M | 3.54% | 5 |
|
|
2024
Q1 | $12.2M | Buy |
70,860
+1,481
| +2% | +$254K | 2.43% | 5 |
|
|
2023
Q4 | $13.4M | Buy |
69,379
+12,176
| +21% | +$2.34M | 2.98% | 3 |
|
|
2023
Q3 | $9.82M | Buy |
57,203
+699
| +1% | +$120K | 2.76% | 4 |
|
|
2023
Q2 | $11M | Sell |
56,504
-36,690
| -39% | -$7.12M | 2.75% | 4 |
|
|
2023
Q1 | $15.4M | Sell |
93,194
-83
| -0.1% | -$13.7K | 3.67% | 2 |
|
|
2022
Q4 | $12.2M | Sell |
93,277
-86,032
| -48% | -$11.3M | 2.87% | 2 |
|
|
2022
Q3 | $24.8M | Buy |
179,309
+3,802
| +2% | +$525K | 5.26% | 1 |
|
|
2022
Q2 | $30.1M | Sell |
175,507
-5,448
| -3% | -$934K | 5.63% | 1 |
|
|
2022
Q1 | $26.4M | Buy |
+180,955
| New | +$26.4M | 5.03% | 1 |
|