Spotlight Asset Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $14M | Hold |
66,268
| – | – | 9.75% | 1 |
|
|
2024
Q1 | $11.4M | Buy |
66,268
+230
| +0.3% | +$39.4K | 8.13% | 2 |
|
|
2023
Q4 | $11.3M | Hold |
66,038
| – | – | 10.26% | 1 |
|
|
2023
Q3 | $11.3M | Hold |
66,038
| – | – | 10.26% | 1 |
|
|
2023
Q2 | $12.8M | Sell |
66,038
-30,981
| -32% | -$6.01M | 11.48% | 1 |
|
|
2023
Q1 | $14.3M | Buy |
+97,019
| New | +$14.3M | 14.21% | 1 |
|
|
2022
Q3 | $14.3M | Buy |
+97,019
| New | +$14.3M | 14.21% | 1 |
|
|
2021
Q3 | $15.6M | Sell |
110,208
-7,694
| -7% | -$1.09M | 7.77% | 2 |
|
|
2021
Q2 | $16.1M | Buy |
117,902
+2,818
| +2% | +$386K | 6.22% | 3 |
|
|
2021
Q1 | $14.1M | Buy |
115,084
+66
| +0.1% | +$8.06K | 5.29% | 4 |
|
|
2020
Q4 | $15.3M | Buy |
115,018
+75
| +0.1% | +$9.95K | 5.68% | 4 |
|
|
2020
Q3 | $13.3M | Sell |
114,943
-133
| -0.1% | -$15.4K | 5.23% | 4 |
|
|
2020
Q2 | $10.5M | Buy |
115,076
+2,252
| +2% | +$205K | 4.4% | 5 |
|
|
2020
Q1 | $7.17M | Sell |
112,824
-2,348
| -2% | -$149K | 3.82% | 6 |
|
|
2019
Q4 | $7.72M | Buy |
+115,172
| New | +$7.72M | 3.68% | 7 |
|