Sanford Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $24.6M | Buy |
189,490
+2,464
| +1% | +$320K | 5.86% | 7 |
|
|
2022
Q3 | $25.8M | Sell |
187,026
-1,635
| -0.9% | -$226K | 7.38% | 5 |
|
|
2022
Q2 | $25.8M | Sell |
188,661
-469
| -0.2% | -$64.1K | 7.29% | 6 |
|
|
2022
Q1 | $33M | Sell |
189,130
-19,141
| -9% | -$3.34M | 9% | 4 |
|
|
2021
Q4 | $37M | Sell |
208,271
-402
| -0.2% | -$71.4K | 8.33% | 5 |
|
|
2021
Q3 | $29.3M | Sell |
208,673
-496
| -0.2% | -$69.5K | 7.34% | 6 |
|
|
2021
Q2 | $28.6M | Buy |
209,169
+283
| +0.1% | +$38.8K | 7.38% | 6 |
|
|
2021
Q1 | $25.5M | Buy |
208,886
+1,937
| +0.9% | +$237K | 7.11% | 6 |
|
|
2020
Q4 | $27.5M | Buy |
+206,949
| New | +$27.5M | 8.77% | 4 |
|