Kades & Cheifetz’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.36M | Sell |
33,373
-5,455
| -14% | -$1.37M | 4.28% | 5 |
|
|
2024
Q3 | $9.05M | Sell |
38,828
-290
| -0.7% | -$67.6K | 5.18% | 5 |
|
|
2024
Q2 | $8.24M | Sell |
39,118
-229
| -0.6% | -$48.2K | 5.18% | 5 |
|
|
2024
Q1 | $6.75M | Sell |
39,347
-610
| -2% | -$105K | 4.32% | 5 |
|
|
2023
Q4 | $7.69M | Sell |
39,957
-1,361
| -3% | -$262K | 5.45% | 4 |
|
|
2023
Q3 | $7.07M | Sell |
41,318
-302
| -0.7% | -$51.7K | 5.6% | 4 |
|
|
2023
Q2 | $8.07M | Sell |
41,620
-228
| -0.5% | -$44.2K | 6.19% | 2 |
|
|
2023
Q1 | $6.9M | Sell |
41,848
-139
| -0.3% | -$22.9K | 5.44% | 3 |
|
|
2022
Q4 | $5.46M | Buy |
+41,987
| New | +$5.46M | 4.56% | 5 |
|