Reitz Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.29M | Hold |
6,723
| – | – | 2.33% | 10 |
|
|
2023
Q4 | $1.29M | Sell |
6,723
-245
| -4% | -$47.2K | 2.31% | 10 |
|
|
2023
Q3 | $1.25M | Sell |
6,968
-19,592
| -74% | -$3.5M | 2.38% | 8 |
|
|
2023
Q2 | $5.15M | Sell |
26,560
-31
| -0.1% | -$6.01K | 4.7% | 6 |
|
|
2023
Q1 | $4.35M | Sell |
26,591
-1,750
| -6% | -$286K | 4.01% | 7 |
|
|
2022
Q4 | $3.68M | Sell |
28,341
-775
| -3% | -$101K | 3.51% | 7 |
|
|
2022
Q3 | $4.02M | Buy |
29,116
+100
| +0.3% | +$13.8K | 3.69% | 8 |
|
|
2022
Q2 | $3.97M | Sell |
29,016
-152
| -0.5% | -$20.8K | 3.55% | 8 |
|
|
2022
Q1 | $5.09M | Sell |
29,168
-584
| -2% | -$102K | 3.7% | 9 |
|
|
2021
Q4 | $4.08M | Buy |
29,752
+1,421
| +5% | +$195K | 2.88% | 10 |
|
|
2021
Q3 | $4.01M | Sell |
28,331
-1,421
| -5% | -$201K | 3% | 11 |
|
|
2021
Q2 | $4.08M | Sell |
29,752
-185
| -0.6% | -$25.3K | 2.88% | 10 |
|
|
2021
Q1 | $3.66M | Sell |
29,937
-365
| -1% | -$44.6K | 2.7% | 10 |
|
|
2020
Q4 | $4.02M | Buy |
30,302
+1,305
| +5% | +$173K | 3.23% | 9 |
|
|
2020
Q3 | $3.36M | Buy |
28,997
+7,969
| +38% | +$923K | 3.04% | 8 |
|
|
2020
Q2 | $1.92M | Sell |
21,028
-7,472
| -26% | -$682K | 2.44% | 9 |
|
|
2020
Q1 | $1.81M | Buy |
28,500
+5,032
| +21% | +$320K | 2.36% | 11 |
|
|
2019
Q4 | $1.72M | Sell |
23,468
-700
| -3% | -$51.4K | 1.86% | 13 |
|
|
2019
Q3 | $1.35M | Sell |
24,168
-280
| -1% | -$15.7K | 1.54% | 14 |
|
|
2019
Q2 | $1.21M | Buy |
24,448
+360
| +1% | +$17.8K | 1.36% | 16 |
|
|
2019
Q1 | $1.14M | Buy |
24,088
+120
| +0.5% | +$5.7K | 1.32% | 16 |
|
|
2018
Q4 | $945K | Buy |
+23,968
| New | +$945K | 1.14% | 20 |
|