Wealthstreet Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $171K | Hold |
980
| – | – | 4.6% | 5 |
|
|
2021
Q4 | $174K | Hold |
980
| – | – | 4.29% | 5 |
|
|
2021
Q3 | $139K | Sell |
980
-4,880
| -83% | -$692K | 3.84% | 6 |
|
|
2021
Q2 | $802K | Sell |
5,860
-509,513
| -99% | -$69.7M | 4.16% | 5 |
|
|
2021
Q1 | $63M | Sell |
515,373
-6,500
| -1% | -$794K | 6.14% | 1 |
|
|
2020
Q4 | $69.2M | Sell |
521,873
-11,414
| -2% | -$1.51M | 7% | 1 |
|
|
2020
Q3 | $61.8M | Sell |
533,287
-7,361
| -1% | -$852K | 6.9% | 1 |
|
|
2020
Q2 | $49.3M | Sell |
540,648
-26,344
| -5% | -$2.4M | 6.04% | 1 |
|
|
2020
Q1 | $36M | Buy |
566,992
+6,180
| +1% | +$393K | 5.33% | 1 |
|
|
2019
Q4 | $41.2M | Sell |
560,812
-4,512
| -0.8% | -$331K | 4.8% | 1 |
|
|
2019
Q3 | $34.4M | Sell |
565,324
-8,412
| -1% | -$512K | 4.39% | 1 |
|
|
2019
Q2 | $28.4M | Sell |
573,736
-10,000
| -2% | -$495K | 3.67% | 1 |
|
|
2019
Q1 | $27.7M | Buy |
583,736
+1,160
| +0.2% | +$55.1K | 3.66% | 1 |
|
|
2018
Q4 | $22.8M | Sell |
582,576
-14,312
| -2% | -$559K | 3.19% | 2 |
|
|
2018
Q3 | $33.7M | Sell |
596,888
-18,720
| -3% | -$1.06M | 4.16% | 1 |
|
|
2018
Q2 | $28.5M | Sell |
615,608
-21,996
| -3% | -$1.02M | 3.77% | 1 |
|
|
2018
Q1 | $26.7M | Buy |
637,604
+9,288
| +1% | +$390K | 3.35% | 2 |
|
|
2017
Q4 | $26.6M | Buy |
+628,316
| New | +$26.6M | 3.22% | 2 |
|