Mid Atlantic Financial Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$54.5M Buy
385,136
+181
+0% +$25.6K 3.65% 1
2021
Q2
$52.7M Buy
384,955
+6,478
+2% +$887K 3.55% 1
2021
Q1
$46.2M Sell
378,477
-4,868
-1% -$595K 3.38% 1
2020
Q4
$50.9M Buy
383,345
+61,476
+19% +$8.16M 3.9% 1
2020
Q3
$37.4M Sell
321,869
-6,611
-2% -$769K 3.27% 2
2020
Q2
$30M Sell
328,480
-41,316
-11% -$3.77M 2.88% 3
2020
Q1
$23.5M Sell
369,796
-28,860
-7% -$1.83M 2.7% 6
2019
Q4
$29.3M Sell
398,656
-15,816
-4% -$1.16M 2.74% 3
2019
Q3
$23.2M Sell
414,472
-32,116
-7% -$1.8M 2.48% 4
2019
Q2
$22.1M Buy
446,588
+1,204
+0.3% +$59.6K 2.3% 4
2019
Q1
$21.2M Buy
445,384
+15,460
+4% +$734K 2.31% 4
2018
Q4
$17M Buy
+429,924
New +$17M 2.1% 3