Zimmermann Investment Management & Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $242K | Sell |
964
-53,691
| -98% | -$13.5M | 10.65% | 7 |
|
|
2024
Q3 | $12.7M | Buy |
54,655
+416
| +0.8% | +$96.9K | 3.91% | 4 |
|
|
2024
Q2 | $11.4M | Sell |
54,239
-626
| -1% | -$132K | 3.82% | 5 |
|
|
2024
Q1 | $9.41M | Sell |
54,865
-398
| -0.7% | -$68.3K | 3.39% | 5 |
|
|
2023
Q4 | $10.6M | Buy |
55,263
+3
| +0% | +$578 | 4.35% | 3 |
|
|
2023
Q3 | $9.46M | Sell |
55,260
-173
| -0.3% | -$29.6K | 4.54% | 3 |
|
|
2023
Q2 | $10.8M | Buy |
55,433
+172
| +0.3% | +$33.4K | 5% | 4 |
|
|
2023
Q1 | $9.11M | Buy |
55,261
+8,976
| +19% | +$1.48M | 4.76% | 3 |
|
|
2022
Q4 | $6.01M | Sell |
46,285
-2
| -0% | -$260 | 3.47% | 9 |
|
|
2022
Q3 | $6.4M | Buy |
46,287
+447
| +1% | +$61.8K | 3.98% | 8 |
|
|
2022
Q2 | $6.27M | Buy |
45,840
+519
| +1% | +$71K | 4.3% | 5 |
|
|
2022
Q1 | $7.91M | Sell |
45,321
-260
| -0.6% | -$45.4K | 4.69% | 4 |
|
|
2021
Q4 | $8.09M | Buy |
+45,581
| New | +$8.09M | 4.54% | 4 |
|