Team Hewins’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,297
| Closed | -$273K | – | 39 |
|
|
2024
Q2 | $273K | Buy |
+1,297
| New | +$273K | 0.11% | 25 |
|
|
2023
Q4 | – | Sell |
-119,708
| Closed | -$20.5M | – | 27 |
|
|
2023
Q3 | $20.5M | Buy |
+119,708
| New | +$20.5M | 4.71% | 7 |
|
|
2023
Q1 | – | Sell |
-3,263
| Closed | -$424K | – | 27 |
|
|
2022
Q4 | $424K | Buy |
+3,263
| New | +$424K | 0.23% | 16 |
|