Vivid Financial Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.7M | Buy |
32,093
+585
| +2% | +$104K | 2.13% | 12 |
|
|
2021
Q3 | $4.46M | Sell |
31,508
-2,156
| -6% | -$305K | 1.83% | 13 |
|
|
2021
Q2 | $4.61M | Sell |
33,664
-1,360
| -4% | -$186K | 1.89% | 11 |
|
|
2021
Q1 | $4.28M | Sell |
35,024
-635
| -2% | -$77.6K | 1.97% | 11 |
|
|
2020
Q4 | $4.73M | Buy |
35,659
+4,333
| +14% | +$575K | 2.28% | 11 |
|
|
2020
Q3 | $3.63M | Sell |
31,326
-970
| -3% | -$112K | 2.23% | 14 |
|
|
2020
Q2 | $2.95M | Buy |
32,296
+520
| +2% | +$47.4K | 1.84% | 16 |
|
|
2020
Q1 | $2.02M | Sell |
31,776
-936
| -3% | -$59.5K | 2.64% | 10 |
|
|
2019
Q4 | $2.62M | Buy |
+32,712
| New | +$2.62M | 2.8% | 9 |
|