Tiedemann Advisors’s Apple AAPL Stock Holding History

Tiedemann Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$27.2M	Buy	158,695 +2,551	+2%	+$437K	1.16%	13
2023 Q2	$30.3M	Buy	156,144 +29,257	+23%	+$5.67M	1.29%	12
2023 Q1	$20.9M	Buy	126,887 +14,661	+13%	+$2.42M	0.95%	17
2022 Q4	$14.6M	Buy	112,226 +2,338	+2%	+$304K	0.7%	21
2022 Q3	$15.2M	Sell	109,888 -7,581	-6%	-$1.05M	0.92%	18
2022 Q2	$16.1M	Sell	117,469 -48,036	-29%	-$6.57M	1.21%	16
2022 Q1	$28.9M	Sell	165,505 -76	-0%	-$13.3K	1.47%	12
2021 Q4	$29.4M	Sell	165,581 -4,337	-3%	-$770K	1.43%	13
2021 Q3	$24M	Sell	169,918 -80,563	-32%	-$11.4M	1.28%	14
2021 Q2	$34.3M	Buy	250,481 +4,532	+2%	+$621K	1.37%	13
2021 Q1	$30M	Buy	245,949 +16,739	+7%	+$2.04M	1.32%	13
2020 Q4	$30.4M	Sell	229,210 -21,188	-8%	-$2.81M	1.47%	12
2020 Q3	$29M	Buy	250,398 +186,417	+291%	+$21.6M	1.4%	12
2020 Q2	$23.3M	Buy	63,981 +148	+0.2%	+$54K	1.24%	13
2020 Q1	$16.2M	Sell	63,833 -182	-0.3%	-$46.3K	1.05%	20
2019 Q4	$18.8M	Sell	64,015 -4,957	-7%	-$1.46M	0.9%	28
2019 Q3	$15.4M	Buy	68,972 +6,668	+11%	+$1.49M	0.74%	32
2019 Q2	$12.3M	Sell	62,304 -42,721	-41%	-$8.45M	0.62%	37
2019 Q1	$19.9M	Buy	105,025 +978	+0.9%	+$186K	0.94%	23
2018 Q4	$16.4M	Buy	104,047 +39,569	+61%	+$6.24M	0.84%	32
2018 Q3	$14.6M	Buy	64,478 +6,453	+11%	+$1.46M	0.86%	29
2018 Q2	$10.7M	Sell	58,025 -1,624	-3%	-$301K	0.69%	35
2018 Q1	$10M	Buy	59,649 +18,017	+43%	+$3.02M	0.68%	34
2017 Q4	$7.05M	Sell	41,632 -35,536	-46%	-$6.02M	0.54%	40
2017 Q3	$9.51M	Sell	77,168 -30,500	-28%	-$3.76M	0.85%	23
2017 Q2	$15.5M	Buy	107,668 +5,170	+5%	+$745K	1.13%	16
2017 Q1	$14.7M	Buy	102,498 +4,371	+4%	+$628K	1.24%	17
2016 Q4	$11.4M	Buy	98,127 +59,461	+154%	+$6.89M	1.13%	18
2016 Q3	$4.56M	Buy	38,666 +34,195	+765%	+$4.04M	0.95%	16
2016 Q2	$427K	Buy	4,471 +2	+0%	+$191	0.41%	41
2016 Q1	$487K	Buy	4,469 +10	+0.2%	+$1.09K	0.39%	40
2015 Q4	$457K	Buy	+4,459	New	+$457K	0.18%	43