Insight Folios’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.23M | Sell |
5,289
-202
| -4% | -$47.1K | 0.44% | 35 |
|
|
2024
Q2 | $1.16M | Buy |
5,491
+211
| +4% | +$44.4K | 0.47% | 38 |
|
|
2024
Q1 | $905K | Buy |
5,280
+1,157
| +28% | +$198K | 0.37% | 38 |
|
|
2023
Q4 | $794K | Sell |
4,123
-27
| -0.7% | -$5.2K | 0.34% | 36 |
|
|
2023
Q3 | $710K | Sell |
4,150
-37
| -0.9% | -$6.33K | 0.35% | 36 |
|
|
2023
Q2 | $812K | Buy |
4,187
+768
| +22% | +$149K | 0.34% | 36 |
|
|
2023
Q1 | $564K | Sell |
3,419
-3
| -0.1% | -$495 | 0.25% | 40 |
|
|
2022
Q4 | $445K | Sell |
3,422
-215
| -6% | -$27.9K | 0.2% | 45 |
|
|
2022
Q3 | $503K | Sell |
3,637
-1,578
| -30% | -$218K | 0.26% | 38 |
|
|
2022
Q2 | $713K | Sell |
5,215
-2,968
| -36% | -$406K | 0.34% | 35 |
|
|
2022
Q1 | $1.43M | Sell |
8,183
-231
| -3% | -$40.3K | 0.64% | 32 |
|
|
2021
Q4 | $1.49M | Buy |
8,414
+1,411
| +20% | +$251K | 0.7% | 33 |
|
|
2021
Q3 | $991K | Buy |
7,003
+3,259
| +87% | +$461K | 0.55% | 34 |
|
|
2021
Q2 | $513K | Buy |
3,744
+1,275
| +52% | +$175K | 0.3% | 38 |
|
|
2021
Q1 | $302K | Sell |
2,469
-97
| -4% | -$11.9K | 0.21% | 37 |
|
|
2020
Q4 | $341K | Buy |
2,566
+25
| +1% | +$3.32K | 0.25% | 39 |
|
|
2020
Q3 | $294K | Buy |
2,541
+233
| +10% | +$27K | 0.27% | 39 |
|
|
2020
Q2 | $211K | Buy |
+2,308
| New | +$211K | 0.2% | 39 |
|