Kathryn A. Hall’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,821
| Closed | -$501K | – | 52 |
|
|
2021
Q4 | $501K | Buy |
+2,821
| New | +$501K | 0.12% | 47 |
|
|
2020
Q4 | – | Sell |
-4,312
| Closed | -$499K | – | 55 |
|
|
2020
Q3 | $499K | Hold |
4,312
| – | – | 0.24% | 40 |
|
|
2020
Q2 | $393K | Hold |
4,312
| – | – | 0.23% | 36 |
|
|
2020
Q1 | $274K | Buy |
+4,312
| New | +$274K | 0.23% | 36 |
|
|
2019
Q4 | – | Sell |
-10,428
| Closed | -$584K | – | 31 |
|
|
2019
Q3 | $584K | Buy |
+10,428
| New | +$584K | 0.47% | 26 |
|
|
2015
Q2 | – | Sell |
-22,400
| Closed | -$697K | – | 14 |
|
|
2015
Q1 | $697K | Hold |
22,400
| – | – | 0.24% | 13 |
|
|
2014
Q4 | $618K | Buy |
+22,400
| New | +$618K | 0.17% | 16 |
|
|
2014
Q3 | – | Sell |
-145,284
| Closed | -$3.38M | – | 15 |
|
|
2014
Q2 | $3.38M | Buy |
+145,284
| New | +$3.38M | 0.59% | 16 |
|