Norwood Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.27M | Buy |
7,415
+370
| +5% | +$63.4K | 1.84% | 9 |
|
|
2023
Q4 | $1.36M | Sell |
7,045
-220
| -3% | -$42.4K | 2.06% | 7 |
|
|
2023
Q3 | $1.24M | Sell |
7,265
-60
| -0.8% | -$10.3K | 2.01% | 8 |
|
|
2023
Q2 | $1.42M | Sell |
7,325
-200
| -3% | -$38.8K | 2.13% | 7 |
|
|
2023
Q1 | $1.24M | Sell |
7,525
-150
| -2% | -$24.7K | 1.97% | 8 |
|
|
2022
Q4 | $997K | Buy |
7,675
+175
| +2% | +$22.7K | 1.57% | 12 |
|
|
2022
Q3 | $1.04M | Buy |
7,500
+185
| +3% | +$25.6K | 1.84% | 9 |
|
|
2022
Q2 | $1M | Buy |
7,315
+290
| +4% | +$39.6K | 1.7% | 11 |
|
|
2022
Q1 | $1.23M | Buy |
7,025
+65
| +0.9% | +$11.4K | 1.78% | 12 |
|
|
2021
Q4 | $1.24M | Buy |
+6,960
| New | +$1.24M | 1.71% | 12 |
|