RE Dickinson Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $70.6M | Sell |
28,174
-379
| -1% | -$949K | 3.98% | 9 |
|
|
2024
Q3 | $6.65M | Sell |
28,553
-192
| -0.7% | -$44.7K | 3.75% | 10 |
|
|
2024
Q2 | $6.05M | Sell |
28,745
-1,021
| -3% | -$215K | 3.68% | 10 |
|
|
2024
Q1 | $5.1M | Sell |
29,766
-924
| -3% | -$158K | 3.19% | 10 |
|
|
2023
Q4 | $5.91M | Sell |
30,690
-532
| -2% | -$102K | 3.93% | 10 |
|
|
2023
Q3 | $5.35M | Buy |
31,222
+2
| +0% | +$342 | 3.75% | 11 |
|
|
2023
Q2 | $6.06M | Sell |
31,220
-132
| -0.4% | -$25.6K | 2.22% | 17 |
|
|
2023
Q1 | $5.17M | Sell |
31,352
-344
| -1% | -$56.7K | 1.75% | 20 |
|
|
2022
Q4 | $4.12M | Sell |
31,696
-125
| -0.4% | -$16.2K | 1.7% | 22 |
|
|
2022
Q3 | $4.4M | Sell |
31,821
-11
| -0% | -$1.52K | 3.63% | 11 |
|
|
2022
Q2 | $4.35K | Sell |
31,832
-54
| -0.2% | -$7 | 0.62% | 14 |
|
|
2022
Q1 | $5.57M | Sell |
31,886
-107
| -0.3% | -$18.7K | 3.74% | 10 |
|
|
2021
Q4 | $5.68M | Buy |
+31,993
| New | +$5.68M | 4.31% | 9 |
|