Karpas Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $3.3M | Sell |
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2024
Q1 | $2.71M | Buy |
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2023
Q4 | $3.03M | Buy |
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2023
Q3 | $1.59M | Buy |
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2023
Q2 | $1.8M | Buy |
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2023
Q1 | $1.51M | Buy |
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2022
Q4 | $1.19M | Buy |
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2022
Q3 | $1.26M | Buy |
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2022
Q2 | $1.25M | Buy |
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2022
Q1 | $1.53M | Buy |
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2021
Q4 | $1.53M | Buy |
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2021
Q3 | $615K | Hold |
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2021
Q2 | $562K | Sell |
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2021
Q1 | $611K | Hold |
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2020
Q4 | $663K | Hold |
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2020
Q3 | $579K | Sell |
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2020
Q2 | $531K | Hold |
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2020
Q1 | $370K | Hold |
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2019
Q4 | $427K | Hold |
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2019
Q3 | $326K | Hold |
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2019
Q2 | $288K | Hold |
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2019
Q1 | $276K | Hold |
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2018
Q4 | $230K | Hold |
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2018
Q3 | $328K | Hold |
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2018
Q2 | $269K | Sell |
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2018
Q1 | $252K | Buy |
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2017
Q4 | $237K | Hold |
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2017
Q3 | $216K | Hold |
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2017
Q2 | $202K | Hold |
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2017
Q1 | $201K | Buy |
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