TRH Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $9.72M | Buy |
71,118
+686
| +1% | +$93.8K | 3.27% | 3 |
|
2022
Q1 | $12.3M | Buy |
70,432
+2,875
| +4% | +$502K | 3.61% | 3 |
|
2021
Q4 | $12M | Buy |
67,557
+3,163
| +5% | +$562K | 3.75% | 3 |
|
2021
Q3 | $9.11M | Buy |
64,394
+6,768
| +12% | +$958K | 3.59% | 3 |
|
2021
Q2 | $7.89M | Buy |
57,626
+1,527
| +3% | +$209K | 3.41% | 4 |
|
2021
Q1 | $6.85M | Buy |
56,099
+1,216
| +2% | +$149K | 3.48% | 4 |
|
2020
Q4 | $7.28M | Sell |
54,883
-5,849
| -10% | -$776K | 4.19% | 4 |
|
2020
Q3 | $7.03M | Buy |
60,732
+10,132
| +20% | +$1.17M | 4.74% | 3 |
|
2020
Q2 | $4.82M | Buy |
+50,600
| New | +$4.82M | 3.85% | 4 |
|
2019
Q4 | $3.06M | Buy |
+41,016
| New | +$3.06M | 2.66% | 6 |
|