Stevard LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.13M | Hold |
8,518
| – | – | 7.96% | 5 |
|
|
2024
Q3 | $1.98M | Sell |
8,518
-4,304
| -34% | -$1M | 8.08% | 4 |
|
|
2024
Q2 | $2.7M | Buy |
12,822
+1,772
| +16% | +$373K | 2.33% | 9 |
|
|
2024
Q1 | $1.89M | Hold |
11,050
| – | – | 1.71% | 12 |
|
|
2023
Q4 | $2.13M | Hold |
11,050
| – | – | 2.1% | 10 |
|
|
2023
Q3 | $1.89M | Buy |
11,050
+27
| +0.2% | +$4.62K | 1.91% | 11 |
|
|
2023
Q2 | $2.14M | Hold |
11,023
| – | – | 2.03% | 9 |
|
|
2023
Q1 | $1.82M | Hold |
11,023
| – | – | 1.71% | 10 |
|
|
2022
Q4 | $1.43M | Hold |
11,023
| – | – | 1.22% | 11 |
|
|
2022
Q3 | $1.52M | Buy |
+11,023
| New | +$1.52M | 1.43% | 10 |
|
|
2022
Q1 | $1.93M | Sell |
11,023
-1,782
| -14% | -$311K | 1.48% | 12 |
|
|
2021
Q4 | $2.27M | Buy |
12,805
+1,782
| +16% | +$316K | 1.61% | 10 |
|
|
2021
Q3 | $1.56M | Buy |
11,023
+422
| +4% | +$59.7K | 1.23% | 18 |
|
|
2021
Q2 | $1.45M | Hold |
10,601
| – | – | 1.12% | 19 |
|
|
2021
Q1 | $1.3M | Sell |
10,601
-11,932
| -53% | -$1.46M | 1.06% | 18 |
|
|
2020
Q4 | $2.99M | Sell |
22,533
-20,080
| -47% | -$2.66M | 1.01% | 18 |
|
|
2020
Q3 | $4.94M | Sell |
42,613
-683
| -2% | -$79.1K | 2.06% | 8 |
|
|
2020
Q2 | $3.95M | Buy |
43,296
+25,764
| +147% | +$2.35M | 2.02% | 9 |
|
|
2020
Q1 | $1.12M | Hold |
17,532
| – | – | 0.72% | 20 |
|
|
2019
Q4 | $1.29M | Buy |
+17,532
| New | +$1.29M | 0.81% | 18 |
|