Surevest’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11M | Buy |
79,431
+8,629
| +12% | +$1.19M | 2.99% | 5 |
|
|
2022
Q2 | $9.68M | Buy |
70,802
+1,131
| +2% | +$155K | 2.54% | 5 |
|
|
2022
Q1 | $12.2M | Sell |
69,671
-13,151
| -16% | -$2.3M | 2.94% | 5 |
|
|
2021
Q4 | $14.7M | Sell |
82,822
-2,700
| -3% | -$479K | 3.48% | 3 |
|
|
2021
Q3 | $12.1M | Buy |
85,522
+12,666
| +17% | +$1.79M | 3.06% | 3 |
|
|
2021
Q2 | $9.98M | Buy |
72,856
+6,542
| +10% | +$896K | 2.6% | 3 |
|
|
2021
Q1 | $8.1M | Sell |
66,314
-8,045
| -11% | -$983K | 2.45% | 3 |
|
|
2020
Q4 | $9.87M | Sell |
74,359
-94
| -0.1% | -$12.5K | 3.29% | 2 |
|
|
2020
Q3 | $8.62M | Sell |
74,453
-7,231
| -9% | -$837K | 3.39% | 2 |
|
|
2020
Q2 | $7.45M | Buy |
81,684
+9,700
| +13% | +$885K | 3.3% | 2 |
|
|
2020
Q1 | $4.58M | Buy |
71,984
+36,308
| +102% | +$2.31M | 2.49% | 3 |
|
|
2019
Q4 | $2.62M | Sell |
35,676
-2,352
| -6% | -$173K | 1.12% | 19 |
|
|
2019
Q3 | $2.13M | Sell |
38,028
-88
| -0.2% | -$4.93K | 1.05% | 28 |
|
|
2019
Q2 | $1.89M | Sell |
38,116
-14,128
| -27% | -$699K | 0.98% | 30 |
|
|
2019
Q1 | $2.48M | Buy |
52,244
+3,604
| +7% | +$171K | 1.53% | 22 |
|
|
2018
Q4 | $1.92M | Buy |
+48,640
| New | +$1.92M | 1.51% | 22 |
|