JSMC
Jess S. Morgan & Co’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.56M | Buy |
32,968
+566
| +2% | +$78.2K | 3.96% | 7 |
|
|
2022
Q2 | $4.43M | Sell |
32,402
-667
| -2% | -$91.2K | 4.59% | 5 |
|
|
2022
Q1 | $5.77M | Sell |
33,069
-2,275
| -6% | -$397K | 4.2% | 2 |
|
|
2021
Q4 | $6.28M | Sell |
35,344
-517
| -1% | -$91.8K | 3.85% | 2 |
|
|
2021
Q3 | $5.07M | Buy |
35,861
+1,345
| +4% | +$190K | 3.35% | 3 |
|
|
2021
Q2 | $4.73M | Buy |
34,516
+2,190
| +7% | +$300K | 3.11% | 8 |
|
|
2021
Q1 | $3.95M | Buy |
32,326
+900
| +3% | +$110K | 2.77% | 13 |
|
|
2020
Q4 | $4.17M | Buy |
31,426
+3,410
| +12% | +$452K | 3.32% | 5 |
|
|
2020
Q3 | $3.25M | Buy |
28,016
+17,969
| +179% | +$2.08M | 3.24% | 8 |
|
|
2020
Q2 | $3.67M | Sell |
10,047
-1,725
| -15% | -$629K | 3.98% | 2 |
|
|
2020
Q1 | $2.99M | Sell |
11,772
-1,692
| -13% | -$430K | 3.89% | 3 |
|
|
2019
Q4 | $3.95M | Buy |
+13,464
| New | +$3.95M | 3.88% | 4 |
|