Stumpf Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $12K | Buy |
+100
| New | +$12K | 0.02% | 24 |
|
|
2019
Q2 | – | Sell |
-1,840
| Closed | -$3.81M | – | 13 |
|
|
2019
Q1 | $3.81M | Sell |
1,840
-80
| -4% | -$166K | 3.94% | 3 |
|
|
2018
Q4 | $76K | Hold |
1,920
| – | – | 0.08% | 15 |
|
|
2018
Q3 | $108K | Hold |
1,920
| – | – | 0.1% | 14 |
|
|
2018
Q2 | $89K | Hold |
1,920
| – | – | 0.08% | 16 |
|
|
2018
Q1 | $81K | Hold |
1,920
| – | – | 0.08% | 15 |
|
|
2017
Q4 | $81K | Buy |
+1,920
| New | +$81K | 0.07% | 11 |
|