TAIM
TD Ameritrade Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,110
| Closed | -$409K | – | 2 |
|
|
2023
Q2 | $409K | Sell |
2,110
-389
| -16% | -$75.4K | ﹤0.01% | 125 |
|
|
2023
Q1 | $412K | Sell |
2,499
-555
| -18% | -$91.5K | ﹤0.01% | 129 |
|
|
2022
Q4 | $397K | Sell |
3,054
-703
| -19% | -$91.4K | ﹤0.01% | 147 |
|
|
2022
Q3 | $519K | Sell |
3,757
-606
| -14% | -$83.7K | 0.01% | 137 |
|
|
2022
Q2 | $596K | Sell |
4,363
-964
| -18% | -$132K | 0.01% | 142 |
|
|
2022
Q1 | $930K | Buy |
5,327
+167
| +3% | +$29.2K | 0.01% | 139 |
|
|
2021
Q4 | $916K | Buy |
5,160
+1,792
| +53% | +$318K | 0.01% | 134 |
|
|
2021
Q3 | $390K | Sell |
3,368
-1,749
| -34% | -$203K | ﹤0.01% | 174 |
|
|
2021
Q2 | $701K | Buy |
5,117
+300
| +6% | +$41.1K | 0.01% | 140 |
|
|
2021
Q1 | $639K | Hold |
4,817
| – | – | ﹤0.01% | 135 |
|
|
2020
Q4 | $639K | Buy |
4,817
+1,449
| +43% | +$192K | ﹤0.01% | 135 |
|
|
2020
Q3 | $390K | Buy |
3,368
+2,841
| +539% | +$329K | ﹤0.01% | 174 |
|
|
2020
Q2 | $192K | Sell |
527
-701
| -57% | -$255K | ﹤0.01% | 208 |
|
|
2020
Q1 | $312K | Buy |
1,228
+53
| +5% | +$13.5K | ﹤0.01% | 181 |
|
|
2019
Q4 | $345K | Sell |
1,175
-75
| -6% | -$22K | ﹤0.01% | 180 |
|
|
2019
Q3 | $280K | Buy |
1,250
+428
| +52% | +$95.9K | ﹤0.01% | 179 |
|
|
2019
Q2 | $163K | Sell |
822
-944
| -53% | -$187K | ﹤0.01% | 188 |
|
|
2019
Q1 | $335K | Buy |
1,766
+903
| +105% | +$171K | ﹤0.01% | 157 |
|
|
2018
Q4 | $136K | Sell |
863
-1,570
| -65% | -$247K | ﹤0.01% | 175 |
|
|
2018
Q3 | $549K | Buy |
2,433
+1,978
| +435% | +$446K | ﹤0.01% | 101 |
|
|
2018
Q2 | $84K | Buy |
+455
| New | +$84K | ﹤0.01% | 114 |
|