Merlin Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $730K | Buy |
4,259
+82
| +2% | +$14.1K | 2.18% | 21 |
|
|
2023
Q4 | $804K | Buy |
4,177
+13
| +0.3% | +$2.5K | 2.58% | 7 |
|
|
2023
Q3 | $713K | Sell |
4,164
-33
| -0.8% | -$5.65K | 2.66% | 5 |
|
|
2023
Q2 | $814K | Buy |
4,197
+28
| +0.7% | +$5.43K | 2.76% | 3 |
|
|
2023
Q1 | $687K | Sell |
4,169
-36
| -0.9% | -$5.94K | 2.49% | 11 |
|
|
2022
Q4 | $546K | Sell |
4,205
-70
| -2% | -$9.1K | 1.34% | 33 |
|
|
2022
Q3 | $591K | Sell |
4,275
-59
| -1% | -$8.16K | 1.37% | 24 |
|
|
2022
Q2 | $593K | Hold |
4,334
| – | – | 1.19% | 29 |
|
|
2022
Q1 | $757K | Sell |
4,334
-925
| -18% | -$162K | 1% | 32 |
|
|
2021
Q4 | $934K | Buy |
+5,259
| New | +$934K | 1.08% | 26 |
|