Sarah T. Connolly’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50,813
| Closed | -$8.7M | – | 5 |
|
|
2023
Q3 | $8.7M | Sell |
50,813
-3,860
| -7% | -$661K | 5.74% | 2 |
|
|
2023
Q2 | $10.6M | Sell |
54,673
-543
| -1% | -$105K | 6.41% | 2 |
|
|
2023
Q1 | $9.11M | Sell |
55,216
-880
| -2% | -$145K | 5.77% | 2 |
|
|
2022
Q4 | $7.29M | Buy |
56,096
+1,835
| +3% | +$238K | 4.95% | 2 |
|
|
2022
Q3 | $7.5M | Sell |
54,261
-3,197
| -6% | -$442K | 5.5% | 2 |
|
|
2022
Q2 | $7.86M | Buy |
57,458
+58
| +0.1% | +$7.93K | 5.35% | 2 |
|
|
2022
Q1 | $10M | Buy |
57,400
+1,734
| +3% | +$303K | 5.87% | 2 |
|
|
2021
Q4 | $9.89M | Buy |
55,666
+18,321
| +49% | +$3.25M | 5.52% | 2 |
|
|
2021
Q3 | $5.29M | Sell |
37,345
-1,475
| -4% | -$209K | 4.35% | 3 |
|
|
2021
Q2 | $5.32M | Buy |
38,820
+1,611
| +4% | +$221K | 4.34% | 2 |
|
|
2021
Q1 | $4.55M | Sell |
37,209
-1,463
| -4% | -$179K | 4.04% | 2 |
|
|
2020
Q4 | $5.13M | Buy |
+38,672
| New | +$5.13M | 4.69% | 2 |
|