Piershale Financial Group’s Apple AAPL Stock Holding History

Piershale Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$1.8M	Buy	9,271 +175	+2%	+$33.9K	1.15%	8
2023 Q1	$1.5M	Buy	9,096 +3,636	+67%	+$600K	1.18%	2
2022 Q4	$709K	Buy	5,460 +276	+5%	+$35.9K	0.59%	4
2022 Q3	$716K	Buy	5,184 +248	+5%	+$34.3K	0.54%	3
2022 Q2	$675K	Sell	4,936 -24	-0.5%	-$3.28K	0.62%	2
2022 Q1	$866K	Buy	4,960 +25	+0.5%	+$4.37K	0.79%	2
2021 Q4	$876K	Sell	4,935 -3,005	-38%	-$533K	0.33%	9
2021 Q3	$1.12M	Buy	7,940 +576	+8%	+$81.5K	0.46%	19
2021 Q2	$1.01M	Buy	7,364 +2,945	+67%	+$404K	0.4%	18
2021 Q1	$540K	Buy	4,419 +148	+3%	+$18.1K	0.23%	18
2020 Q4	$567K	Buy	4,271 +2,216	+108%	+$294K	0.27%	18
2020 Q3	$238K	Buy	+2,055	New	+$238K	0.14%	16
2020 Q2	–	Sell	-3,724	Closed	-$237K	–	23
2020 Q1	$237K	Buy	3,724 +176	+5%	+$11.2K	0.28%	7
2019 Q4	$261K	Sell	3,548 -1,992	-36%	-$147K	0.14%	16
2019 Q3	$310K	Buy	+5,540	New	+$310K	0.18%	14
2018 Q4	–	Sell	-5,028	Closed	-$284K	–	22
2018 Q3	$284K	Sell	5,028 -392	-7%	-$22.1K	0.14%	15
2018 Q2	$251K	Buy	5,420 +300	+6%	+$13.9K	0.13%	19
2018 Q1	$213K	Buy	+5,120	New	+$213K	0.11%	20
2016 Q4	–	Sell	-3,308	Closed	-$94K	–	24
2016 Q3	$94K	Buy	3,308 +16	+0.5%	+$455	0.07%	23
2016 Q2	$79K	Buy	3,292 +20	+0.6%	+$480	0.06%	23
2016 Q1	$89K	Sell	3,272 -980	-23%	-$26.7K	0.05%	22
2015 Q4	$112K	Buy	4,252 +112	+3%	+$2.95K	0.07%	21
2015 Q3	$114K	Sell	4,140 -1,744	-30%	-$48K	0.09%	17
2015 Q2	$185K	Buy	5,884 +2,436	+71%	+$76.6K	0.14%	19
2015 Q1	$107K	Buy	3,448 +1,284	+59%	+$39.8K	0.08%	21
2014 Q4	$60K	Buy	2,164 +1,500	+226%	+$41.6K	0.04%	40
2014 Q3	$17K	Sell	664 -356	-35%	-$9.11K	0.01%	66
2014 Q2	$24K	Buy	+1,020	New	+$24K	0.02%	63
2014 Q1	–	Sell	-112	Closed	-$2K	–	141
2013 Q4	$2K	Buy	+112	New	+$2K	﹤0.01%	93
2013 Q3	–	Sell	-196	Closed	-$3K	–	121
2013 Q2	$3K	Buy	+196	New	+$3K	0.01%	74