YWP
YorkBridge Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $15.9M | Sell |
122,567
-16,164
| -12% | -$2.1M | 4.04% | 2 |
|
|
2022
Q3 | $19.2M | Sell |
138,731
-1,279
| -0.9% | -$177K | 4.94% | 2 |
|
|
2022
Q2 | $19.1M | Sell |
140,010
-64
| -0% | -$8.75K | 5% | 2 |
|
|
2022
Q1 | $24.5M | Sell |
140,074
-4,174
| -3% | -$729K | 5.37% | 2 |
|
|
2021
Q4 | $25.6M | Sell |
144,248
-8,163
| -5% | -$1.45M | 5.74% | 1 |
|
|
2021
Q3 | $21.6M | Buy |
152,411
+105
| +0.1% | +$14.9K | 5.43% | 1 |
|
|
2021
Q2 | $20.9M | Sell |
152,306
-685
| -0.4% | -$93.8K | 5.45% | 1 |
|
|
2021
Q1 | $18.7M | Buy |
152,991
+9,045
| +6% | +$1.1M | 5.52% | 1 |
|
|
2020
Q4 | $19.1M | Buy |
143,946
+42,592
| +42% | +$5.65M | 6.4% | 1 |
|
|
2020
Q3 | $11.7M | Buy |
101,354
+65,335
| +181% | +$7.57M | 4.93% | 2 |
|
|
2020
Q2 | $13.1M | Buy |
36,019
+9,898
| +38% | +$3.61M | 6.01% | 1 |
|
|
2020
Q1 | $6.64M | Sell |
26,121
-10,554
| -29% | -$2.68M | 4.09% | 3 |
|
|
2019
Q4 | $10.8M | Sell |
36,675
-149
| -0.4% | -$43.8K | 4.94% | 1 |
|
|
2019
Q3 | $8.25M | Sell |
36,824
-340
| -0.9% | -$76.1K | 4.16% | 3 |
|
|
2019
Q2 | $7.36M | Sell |
37,164
-380
| -1% | -$75.2K | 3.27% | 4 |
|
|
2019
Q1 | $7.13M | Buy |
37,544
+187
| +0.5% | +$35.5K | 3.29% | 4 |
|
|
2018
Q4 | $5.89M | Buy |
37,357
+1,419
| +4% | +$224K | 3.12% | 4 |
|
|
2018
Q3 | $8.17M | Sell |
35,938
-7,511
| -17% | -$1.71M | 3.74% | 2 |
|
|
2018
Q2 | $8.04M | Buy |
43,449
+211
| +0.5% | +$39.1K | 3.53% | 2 |
|
|
2018
Q1 | $7.53M | Buy |
43,238
+648
| +2% | +$113K | 3.47% | 2 |
|
|
2017
Q4 | $6.67M | Buy |
42,590
+32
| +0.1% | +$5.01K | 3.22% | 2 |
|
|
2017
Q3 | $6.56M | Sell |
42,558
-962
| -2% | -$148K | 3.4% | 1 |
|
|
2017
Q2 | $6.25M | Buy |
43,520
+544
| +1% | +$78.1K | 3.32% | 2 |
|
|
2017
Q1 | $6.34M | Buy |
42,976
+1,524
| +4% | +$225K | 3.32% | 1 |
|
|
2016
Q4 | $4.63M | Buy |
+41,452
| New | +$4.63M | 2.74% | 2 |
|