Pantheon Investment Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $7.23M | Sell |
40,721
-538
| -1% | -$95.5K | 5.68% | 2 |
|
2021
Q3 | $5.84M | Sell |
41,259
-764
| -2% | -$108K | 5.02% | 4 |
|
2021
Q2 | $5.76M | Sell |
42,023
-151
| -0.4% | -$20.7K | 4.82% | 4 |
|
2021
Q1 | $5.15M | Buy |
42,174
+2,115
| +5% | +$258K | 4.94% | 3 |
|
2020
Q4 | $5.32M | Sell |
40,059
-693
| -2% | -$91.9K | 5.8% | 2 |
|
2020
Q3 | $4.72M | Sell |
40,752
-2,872
| -7% | -$333K | 5.62% | 2 |
|
2020
Q2 | $3.98M | Sell |
43,624
-2,084
| -5% | -$190K | 4.99% | 2 |
|
2020
Q1 | $2.9M | Sell |
45,708
-2,340
| -5% | -$148K | 4.35% | 6 |
|
2019
Q4 | $3.53M | Buy |
+48,048
| New | +$3.53M | 3.32% | 6 |
|