SAM
Strategic Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.41M | Sell |
17,470
-113
| -0.6% | -$15.6K | 4.18% | 5 |
|
|
2022
Q2 | $2.4M | Buy |
17,583
+1
| +0% | +$137 | 3.85% | 6 |
|
|
2022
Q1 | $3.07M | Sell |
17,582
-572
| -3% | -$99.9K | 4.35% | 5 |
|
|
2021
Q4 | $3.22M | Buy |
18,154
+53
| +0.3% | +$9.41K | 4.5% | 5 |
|
|
2021
Q3 | $2.59M | Buy |
+18,101
| New | +$2.59M | 3.65% | 7 |
|