Landmark Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.48M | Buy |
28,450
+307
| +1% | +$56.7K | 1.97% | 15 |
|
|
2023
Q3 | $4.82M | Sell |
28,143
-392
| -1% | -$71.9K | 1.96% | 15 |
|
|
2023
Q2 | $5.54M | Sell |
28,535
-994
| -3% | -$173K | 2.27% | 13 |
|
|
2023
Q1 | $4.87M | Sell |
29,529
-938
| -3% | -$138K | 2.14% | 13 |
|
|
2022
Q4 | $3.96M | Sell |
30,467
-1,204
| -4% | -$172K | 1.83% | 15 |
|
|
2022
Q3 | $4.38M | Buy |
31,671
+1,077
| +4% | +$169K | 2.31% | 13 |
|
|
2022
Q2 | $4.18M | Sell |
30,594
-557
| -2% | -$84.4K | 2.06% | 14 |
|
|
2022
Q1 | $5.07M | Sell |
31,151
-238
| -0.8% | -$40K | 2.44% | 13 |
|
|
2021
Q4 | $5.57M | Buy |
31,389
+781
| +3% | +$123K | 2.48% | 11 |
|
|
2021
Q3 | $3.74M | Buy |
30,608
+188
| +0.6% | +$27.7K | 2.02% | 15 |
|
|
2021
Q2 | $4.17M | Sell |
30,420
-188
| -0.6% | -$24.4K | 1.99% | 15 |
|
|
2021
Q1 | $3.74M | Sell |
30,608
-758
| -2% | -$97.3K | 2.01% | 15 |
|
|
2020
Q4 | $4.05M | Sell |
31,366
-3,403
| -10% | -$409K | 2.28% | 13 |
|
|
2020
Q3 | $4.05M | Buy |
34,769
+7,285
| +27% | +$795K | 2.57% | 12 |
|
|
2020
Q2 | $2.57M | Buy |
27,484
+5,128
| +23% | +$397K | 1.68% | 15 |
|
|
2020
Q1 | $1.6M | Buy |
22,356
+300
| +1% | +$22.1K | 1.1% | 21 |
|
|
2019
Q4 | $1.76M | Sell |
22,056
-7,372
| -25% | -$474K | 1.03% | 19 |
|
|
2019
Q3 | $1.65M | Hold |
29,428
| – | – | 1.02% | 21 |
|
|
2019
Q2 | $1.46M | Buy |
29,428
+212
| +0.7% | +$10.3K | 0.89% | 21 |
|
|
2019
Q1 | $1.39M | Buy |
29,216
+12
| +0% | +$509 | 0.91% | 21 |
|
|
2018
Q4 | $1.15M | Buy |
29,204
+1,076
| +4% | +$52.2K | 0.75% | 23 |
|
|
2018
Q3 | $1.59M | Sell |
28,128
-1,272
| -4% | -$66.2K | 0.94% | 22 |
|
|
2018
Q2 | $1.36M | Buy |
29,400
+464
| +2% | +$21K | 0.84% | 23 |
|
|
2018
Q1 | $1.21M | Sell |
28,936
-1,240
| -4% | -$53.4K | 0.76% | 25 |
|
|
2017
Q4 | $1.28M | Sell |
30,176
-228
| -0.7% | -$9.53K | 0.81% | 24 |
|
|
2017
Q3 | $1.17M | Sell |
30,404
-520
| -2% | -$20.2K | 0.79% | 23 |
|
|
2017
Q2 | $1.11M | Sell |
30,924
-168
| -0.5% | -$6.21K | 0.8% | 23 |
|
|
2017
Q1 | $1.12M | Sell |
31,092
-2,284
| -7% | -$75.2K | 0.83% | 24 |
|
|
2016
Q4 | $966K | Sell |
33,376
-232
| -0.7% | -$6.58K | 0.77% | 24 |
|
|
2016
Q3 | $950K | Sell |
33,608
-11,952
| -26% | -$316K | 0.81% | 25 |
|
|
2016
Q2 | $1.09M | Buy |
45,560
+18,440
| +68% | +$458K | 1.02% | 25 |
|
|
2016
Q1 | $738K | Buy |
27,120
+716
| +3% | +$17.8K | 0.75% | 27 |
|
|
2015
Q4 | $694K | Sell |
26,404
-292
| -1% | -$8.34K | 0.73% | 26 |
|
|
2015
Q3 | $837K | Hold |
26,696
| – | – | 0.92% | 21 |
|
|
2015
Q2 | $837K | Buy |
26,696
+8
| +0% | +$256 | 0.87% | 20 |
|
|
2015
Q1 | $830K | Sell |
26,688
-1,988
| -7% | -$60K | 0.87% | 22 |
|
|
2014
Q4 | $791K | Buy |
+28,676
| New | +$780K | 0.82% | 22 |
|
Other funds holding AAPL
