Sonen Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.11M | Hold |
5,767
| – | – | 2.11% | 7 |
|
|
2023
Q3 | $987K | Sell |
5,767
-594
| -9% | -$102K | 1.94% | 9 |
|
|
2023
Q2 | $1.23M | Buy |
6,361
+1
| +0% | +$194 | 2.05% | 7 |
|
|
2023
Q1 | $1.05M | Sell |
6,360
-778
| -11% | -$128K | 1.78% | 10 |
|
|
2022
Q4 | $927K | Buy |
7,138
+513
| +8% | +$66.7K | 1.52% | 17 |
|
|
2022
Q3 | $916K | Buy |
6,625
+399
| +6% | +$55.2K | 1.49% | 15 |
|
|
2022
Q2 | $851K | Buy |
6,226
+1,265
| +25% | +$173K | 1.22% | 21 |
|
|
2022
Q1 | $866K | Sell |
4,961
-3,846
| -44% | -$671K | 1.05% | 30 |
|
|
2021
Q4 | $1.56M | Buy |
+8,807
| New | +$1.56M | 1.51% | 23 |
|