Triad Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.92M | Buy |
52,092
+1,292
| +3% | +$221K | 3.14% | 9 |
|
|
2023
Q2 | $9.85M | Sell |
50,800
-605
| -1% | -$117K | 4.05% | 7 |
|
|
2023
Q1 | $8.48M | Sell |
51,405
-1,994
| -4% | -$329K | 3.69% | 7 |
|
|
2022
Q4 | $6.94M | Buy |
53,399
+302
| +0.6% | +$39.2K | 3.09% | 8 |
|
|
2022
Q3 | $7.34M | Buy |
53,097
+267
| +0.5% | +$36.9K | 3.99% | 5 |
|
|
2022
Q2 | $7.22M | Sell |
52,830
-262
| -0.5% | -$35.8K | 4% | 5 |
|
|
2022
Q1 | $9.27M | Sell |
53,092
-9,788
| -16% | -$1.71M | 4.96% | 5 |
|
|
2021
Q4 | $11.2M | Buy |
+62,880
| New | +$11.2M | 6.63% | 3 |
|