WealthOne’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17.4M | Buy |
101,538
+2,647
| +3% | +$453K | 7.02% | 3 |
|
|
2023
Q2 | $19.2M | Buy |
98,891
+4,821
| +5% | +$935K | 7.04% | 3 |
|
|
2023
Q1 | $15.5M | Buy |
94,070
+5,380
| +6% | +$887K | 6.06% | 3 |
|
|
2022
Q4 | $11.5M | Buy |
88,690
+4,323
| +5% | +$562K | 4.67% | 5 |
|
|
2022
Q3 | $11.7M | Sell |
84,367
-6,316
| -7% | -$873K | 5.03% | 4 |
|
|
2022
Q2 | $12.4M | Buy |
90,683
+2,205
| +2% | +$301K | 5.07% | 3 |
|
|
2022
Q1 | $15.4M | Buy |
88,478
+4,428
| +5% | +$773K | 5.44% | 3 |
|
|
2021
Q4 | $14.9M | Buy |
84,050
+2,237
| +3% | +$397K | 5.15% | 3 |
|
|
2021
Q3 | $11.6M | Buy |
81,813
+166
| +0.2% | +$23.5K | 4.34% | 5 |
|
|
2021
Q2 | $11.2M | Buy |
81,647
+683
| +0.8% | +$93.5K | 4.37% | 4 |
|
|
2021
Q1 | $9.89M | Buy |
80,964
+7,016
| +9% | +$857K | 4.25% | 5 |
|
|
2020
Q4 | $9.81M | Buy |
73,948
+5,275
| +8% | +$700K | 4.73% | 5 |
|
|
2020
Q3 | $7.95M | Sell |
68,673
-8,307
| -11% | -$962K | 4.48% | 6 |
|
|
2020
Q2 | $7.02M | Buy |
76,980
+3,848
| +5% | +$351K | 4.31% | 6 |
|
|
2020
Q1 | $4.65M | Buy |
73,132
+19,392
| +36% | +$1.23M | 3.56% | 8 |
|
|
2019
Q4 | $3.95M | Buy |
53,740
+1,048
| +2% | +$76.9K | 2.46% | 11 |
|
|
2019
Q3 | $2.95M | Sell |
52,692
-424
| -0.8% | -$23.7K | 2.11% | 11 |
|
|
2019
Q2 | $2.63M | Buy |
53,116
+47,792
| +898% | +$2.36M | 1.86% | 13 |
|
|
2019
Q1 | $2.53M | Sell |
5,324
-45,580
| -90% | -$21.6M | 2.85% | 6 |
|
|
2018
Q4 | $2.01M | Buy |
+50,904
| New | +$2.01M | 1.76% | 12 |
|