Soundmark Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,359
| Closed | -$1.95M | – | 1 |
|
|
2024
Q1 | $1.95M | Buy |
11,359
+4
| +0% | +$686 | 0.86% | 27 |
|
|
2023
Q4 | $2.19M | Hold |
11,355
| – | – | 1.08% | 27 |
|
|
2023
Q3 | $1.94M | Sell |
11,355
-1,148
| -9% | -$197K | 1.08% | 25 |
|
|
2023
Q2 | $2.43M | Buy |
12,503
+1,314
| +12% | +$255K | 1.35% | 22 |
|
|
2023
Q1 | $1.85M | Buy |
11,189
+6
| +0.1% | +$989 | 1.1% | 25 |
|
|
2022
Q4 | $1.45M | Sell |
11,183
-78
| -0.7% | -$10.1K | 0.94% | 28 |
|
|
2022
Q3 | $1.56M | Sell |
11,261
-299
| -3% | -$41.3K | 1.09% | 25 |
|
|
2022
Q2 | $1.58M | Buy |
11,560
+1,191
| +11% | +$163K | 1.13% | 24 |
|
|
2022
Q1 | $1.81M | Buy |
10,369
+91
| +0.9% | +$15.9K | 1.27% | 23 |
|
|
2021
Q4 | $1.83M | Sell |
10,278
-5,066
| -33% | -$900K | 1.25% | 23 |
|
|
2021
Q3 | $2.17M | Buy |
15,344
+799
| +5% | +$113K | 0.78% | 23 |
|
|
2021
Q2 | $1.98M | Buy |
14,545
+1,098
| +8% | +$150K | 0.82% | 20 |
|
|
2021
Q1 | $1.64M | Sell |
13,447
-3,391
| -20% | -$414K | 0.9% | 20 |
|
|
2020
Q4 | $2.23M | Buy |
+16,838
| New | +$2.23M | 1.43% | 17 |
|