YorkBridge Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $15.9M | Sell |
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|
2022
Q3 | $19.2M | Sell |
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|
2022
Q2 | $19.1M | Sell |
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|
2022
Q1 | $24.5M | Sell |
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|
2021
Q4 | $25.6M | Sell |
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|
2021
Q3 | $21.6M | Buy |
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|
2021
Q2 | $20.9M | Sell |
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|
2021
Q1 | $18.7M | Buy |
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|
2020
Q4 | $19.1M | Buy |
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|
2020
Q3 | $11.7M | Sell |
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|
2020
Q2 | $13.1M | Buy |
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|
2020
Q1 | $6.64M | Sell |
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|
2019
Q4 | $10.8M | Sell |
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|
2019
Q3 | $8.25M | Sell |
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|
2019
Q2 | $7.36M | Sell |
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|
2019
Q1 | $7.13M | Buy |
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|
2018
Q4 | $5.89M | Buy |
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|
2018
Q3 | $8.17M | Sell |
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|
2018
Q2 | $8.04M | Buy |
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|
2018
Q1 | $7.53M | Buy |
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|
2017
Q4 | $6.67M | Buy |
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|
2017
Q3 | $6.56M | Sell |
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|
2017
Q2 | $6.25M | Buy |
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|
2017
Q1 | $6.34M | Buy |
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|
2016
Q4 | $4.63M | Buy |
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