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 |
|