Monumental Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.09M | Sell |
4,696
-540
| -10% | -$126K | 0.41% | 25 |
|
|
2024
Q2 | $1.1M | Sell |
5,236
-918
| -15% | -$193K | 0.48% | 25 |
|
|
2024
Q1 | $1.06M | Buy |
6,154
+141
| +2% | +$24.2K | 0.56% | 34 |
|
|
2023
Q4 | $1.16M | Sell |
6,013
-138
| -2% | -$26.6K | 0.69% | 30 |
|
|
2023
Q3 | $1.05M | Buy |
6,151
+535
| +10% | +$91.6K | 0.7% | 29 |
|
|
2023
Q2 | $1.09M | Buy |
+5,616
| New | +$1.09M | 0.73% | 25 |
|
|
2021
Q3 | – | Sell |
-339
| Closed | -$46K | – | 23 |
|
|
2021
Q2 | $46K | Sell |
339
-6,275
| -95% | -$851K | 0.04% | 45 |
|
|
2021
Q1 | $808K | Buy |
+6,614
| New | +$808K | 0.77% | 18 |
|