Mosaic Family Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $12.8M | Sell |
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|
2021
Q3 | $10.4M | Sell |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $9.59M | Sell |
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|
2020
Q4 | $10.4M | Sell |
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|
2020
Q3 | $9.1M | Buy |
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|
2020
Q2 | $7.12M | Sell |
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|
2020
Q1 | $5.04M | Buy |
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|
2019
Q4 | $5.79M | Sell |
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|
2019
Q3 | $4.63M | Buy |
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|
2019
Q2 | $3.8M | Sell |
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|
2019
Q1 | $3.99M | Sell |
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|
2018
Q4 | $3.81M | Buy |
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|
2018
Q3 | $4.45M | Sell |
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|
2018
Q2 | $4.59M | Buy |
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|
2018
Q1 | $4.02M | Buy |
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|
2017
Q4 | $3.83M | Sell |
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|
2017
Q3 | $3.96M | Buy |
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|
2017
Q2 | $3.62M | Sell |
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|
2017
Q1 | $3.76M | Sell |
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|
2016
Q4 | $3.56M | Buy |
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|
2016
Q3 | $3.47M | Sell |
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|
2016
Q2 | $3.13M | Sell |
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|
2016
Q1 | $3.82M | Buy |
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|
2015
Q4 | $3.57M | Buy |
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