Viridian RIA’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $5.28M | Buy |
30,260
+597
| +2% | +$104K | 1.23% | 17 |
|
|
2021
Q4 | $5.27M | Sell |
29,663
-501
| -2% | -$89K | 1.11% | 19 |
|
|
2021
Q3 | $283 | Sell |
30,164
-1,705
| -5% | -$16 | 0.07% | 13 |
|
|
2021
Q2 | $4.37M | Sell |
31,869
-4,052
| -11% | -$555K | 1% | 19 |
|
|
2021
Q1 | $4.39M | Buy |
35,921
+587
| +2% | +$71.7K | 1.1% | 20 |
|
|
2020
Q4 | $4.69M | Buy |
35,334
+16,416
| +87% | +$2.18M | 1.3% | 16 |
|
|
2020
Q3 | $2.19M | Buy |
18,918
+50
| +0.3% | +$5.79K | 0.73% | 30 |
|
|
2020
Q2 | $1.72M | Buy |
18,868
+3,868
| +26% | +$353K | 0.62% | 31 |
|
|
2020
Q1 | $953K | Sell |
15,000
-1,624
| -10% | -$103K | 0.43% | 35 |
|
|
2019
Q4 | $1.22M | Buy |
16,624
+7,000
| +73% | +$514K | 0.44% | 35 |
|
|
2019
Q3 | $539K | Sell |
9,624
-292
| -3% | -$16.4K | 0.22% | 46 |
|
|
2019
Q2 | $488K | Sell |
9,916
-8,448
| -46% | -$416K | 0.2% | 48 |
|
|
2019
Q1 | $877K | Buy |
18,364
+920
| +5% | +$43.9K | 0.39% | 37 |
|
|
2018
Q4 | $669K | Buy |
17,444
+5,296
| +44% | +$203K | 0.33% | 40 |
|
|
2018
Q3 | $675K | Sell |
12,148
-440
| -3% | -$24.4K | 0.3% | 42 |
|
|
2018
Q2 | $593K | Buy |
12,588
+520
| +4% | +$24.5K | 0.29% | 33 |
|
|
2018
Q1 | $525K | Buy |
+12,068
| New | +$525K | 0.25% | 36 |
|