SAM
Simplify Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-997
| Closed | -$232K | – | 90 |
|
|
2024
Q3 | $232K | Hold |
997
| – | – | 0.01% | 92 |
|
|
2024
Q2 | $210K | Buy |
+997
| New | +$210K | 0.01% | 99 |
|
|
2023
Q2 | – | Sell |
-1,404
| Closed | -$232K | – | 108 |
|
|
2023
Q1 | $232K | Sell |
1,404
-155
| -10% | -$25.6K | 0.03% | 94 |
|
|
2022
Q4 | $203K | Sell |
1,559
-978
| -39% | -$127K | 0.03% | 64 |
|
|
2022
Q3 | $351K | Buy |
2,537
+74
| +3% | +$10.2K | 0.04% | 50 |
|
|
2022
Q2 | $337K | Sell |
2,463
-3,606
| -59% | -$493K | 0.01% | 40 |
|
|
2022
Q1 | $1.06M | Buy |
6,069
+117
| +2% | +$20.4K | 0.03% | 23 |
|
|
2021
Q4 | $1.06M | Buy |
5,952
+2,773
| +87% | +$492K | 0.05% | 10 |
|
|
2021
Q3 | $450K | Buy |
+3,179
| New | +$450K | 0.03% | 10 |
|