Lee Capital Holdings’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40,000
| Closed | -$5.2M | – | 1 |
|
|
2022
Q4 | $5.2M | Hold |
40,000
| – | – | 7.94% | 2 |
|
|
2022
Q3 | $5.53M | Hold |
40,000
| – | – | 7.76% | 2 |
|
|
2022
Q2 | $5.47M | Hold |
40,000
| – | – | 4.28% | 5 |
|
|
2022
Q1 | $6.98M | Hold |
40,000
| – | – | 3.91% | 5 |
|
|
2021
Q4 | $7.1M | Hold |
40,000
| – | – | 3.72% | 5 |
|
|
2021
Q3 | $5.66M | Hold |
40,000
| – | – | 2.97% | 9 |
|
|
2021
Q2 | $5.48M | Hold |
40,000
| – | – | 2.76% | 9 |
|
|
2021
Q1 | $4.89M | Hold |
40,000
| – | – | 2.16% | 9 |
|
|
2020
Q4 | $5.31M | Hold |
40,000
| – | – | 3.13% | 5 |
|
|
2020
Q3 | $4.63M | Hold |
40,000
| – | – | 2.71% | 9 |
|
|
2020
Q2 | $3.65M | Hold |
40,000
| – | – | 3.35% | 5 |
|
|
2020
Q1 | $2.54M | Hold |
40,000
| – | – | 2.1% | 14 |
|
|
2019
Q4 | $2.94M | Hold |
40,000
| – | – | 2.71% | 7 |
|
|
2019
Q3 | $2.24M | Hold |
40,000
| – | – | 2.09% | 14 |
|
|
2019
Q2 | $1.98M | Hold |
40,000
| – | – | 2.12% | 19 |
|
|
2019
Q1 | $1.9M | Hold |
40,000
| – | – | 2.11% | 18 |
|
|
2018
Q4 | $1.58M | Sell |
40,000
-26,560
| -40% | -$1.05M | 2.36% | 15 |
|
|
2018
Q3 | $3.76M | Sell |
66,560
-5,832
| -8% | -$329K | 2.69% | 5 |
|
|
2018
Q2 | $3.35M | Buy |
+72,392
| New | +$3.35M | 2.37% | 10 |
|