Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$357K Sell
2,047
-44
-2% -$7.4K 0.27% 57
2021
Q4
$371K Sell
2,091
-525
-20% -$83K 0.27% 59
2021
Q3
$370K Sell
2,616
-212
-7% -$31.2K 0.29% 57
2021
Q2
$387K Buy
2,828
+199
+8% +$25.8K 0.26% 70
2021
Q1
$321K Sell
2,629
-2,883
-52% -$370K 0.25% 70
2020
Q4
$731K Buy
5,512
+729
+15% +$87.7K 0.68% 28
2020
Q3
$554K Sell
4,783
-213
-4% -$23.2K 0.63% 27
2020
Q2
$456K Sell
4,996
-2,472
-33% -$192K 0.65% 27
2020
Q1
$475K Buy
7,468
+2,908
+64% +$214K 0.85% 21
2019
Q4
$335K Buy
+4,560
New +$293K 0.3% 36

Other funds holding AAPL