Palladiem’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $577K | Hold |
3,369
| – | – | 0.62% | 28 |
|
|
2023
Q2 | $653K | Hold |
3,369
| – | – | 0.67% | 28 |
|
|
2023
Q1 | $555K | Sell |
3,369
-793
| -19% | -$131K | 0.59% | 26 |
|
|
2022
Q4 | $541K | Sell |
4,162
-525
| -11% | -$68.2K | 0.56% | 28 |
|
|
2022
Q3 | $648K | Sell |
4,687
-150
| -3% | -$20.7K | 0.68% | 25 |
|
|
2022
Q2 | $661K | Sell |
4,837
-1,660
| -26% | -$227K | 0.66% | 26 |
|
|
2022
Q1 | $1.13M | Hold |
6,497
| – | – | 1% | 21 |
|
|
2021
Q4 | $1.15M | Hold |
6,497
| – | – | 0.93% | 22 |
|
|
2021
Q3 | $919K | Hold |
6,497
| – | – | 0.74% | 21 |
|
|
2021
Q2 | $890K | Hold |
6,497
| – | – | 0.72% | 28 |
|
|
2021
Q1 | $794K | Sell |
6,497
-522
| -7% | -$63.8K | 0.69% | 24 |
|
|
2020
Q4 | $931K | Buy |
+7,019
| New | +$931K | 0.87% | 23 |
|