SAM
Stone Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $381K | Sell |
2,308
-5,644
| -71% | -$931K | 0.61% | 24 |
|
|
2022
Q4 | $1.03M | Sell |
7,952
-841
| -10% | -$109K | 0.64% | 24 |
|
|
2022
Q3 | $1.22M | Buy |
8,793
+2,154
| +32% | +$298K | 0.79% | 21 |
|
|
2022
Q2 | $908K | Sell |
6,639
-3,193
| -32% | -$437K | 0.57% | 29 |
|
|
2022
Q1 | $1.72M | Sell |
9,832
-82
| -0.8% | -$14.3K | 0.96% | 22 |
|
|
2021
Q4 | $1.76M | Buy |
+9,914
| New | +$1.76M | 1.04% | 16 |
|