Kenfarb & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.36M | Sell |
31,306
-55
| -0.2% | -$9.42K | 4.9% | 1 |
|
|
2023
Q2 | $6.08M | Sell |
31,361
-5,481
| -15% | -$1.06M | 5.3% | 1 |
|
|
2023
Q1 | $6.08M | Sell |
36,842
-1,400
| -4% | -$231K | 5.43% | 1 |
|
|
2022
Q4 | $4.97M | Sell |
38,242
-150
| -0.4% | -$19.5K | 4.41% | 1 |
|
|
2022
Q3 | $5.31M | Buy |
38,392
+90
| +0.2% | +$12.4K | 5.05% | 1 |
|
|
2022
Q2 | $6.69M | Hold |
38,302
| – | – | 5.3% | 1 |
|
|
2022
Q1 | $6.69M | Sell |
38,302
-1,145
| -3% | -$200K | 5.3% | 1 |
|
|
2021
Q4 | $7.01M | Buy |
+39,447
| New | +$7.01M | 5.12% | 1 |
|