Karn Couzens & Associates’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$7.65M Hold
43,822
4.86% 6
2021
Q4
$7.78M Sell
43,822
-88
-0.2% -$15.6K 5.34% 6
2021
Q3
$6.21M Sell
43,910
-253
-0.6% -$35.8K 4.73% 6
2021
Q2
$6.05M Sell
44,163
-540
-1% -$74K 4.69% 6
2021
Q1
$5.46M Sell
44,703
-1,229
-3% -$150K 4.9% 5
2020
Q4
$6.1M Buy
+45,932
New +$6.1M 5.77% 5