Altavista Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $24.7M | Buy |
139,135
+725
| +0.5% | +$115K | 4.99% | 2 |
|
|
2021
Q3 | $19.6M | Buy |
138,410
+1,151
| +0.8% | +$169K | 4.35% | 2 |
|
|
2021
Q2 | $18.8M | Buy |
137,259
+1,109
| +0.8% | +$144K | 4.1% | 2 |
|
|
2021
Q1 | $16.6M | Sell |
136,150
-5,075
| -4% | -$651K | 4.06% | 2 |
|
|
2020
Q4 | $18.7M | Sell |
141,225
-2,728
| -2% | -$328K | 4.75% | 2 |
|
|
2020
Q3 | $16.7M | Sell |
143,953
-10,551
| -7% | -$1.15M | 4.59% | 2 |
|
|
2020
Q2 | $14.1M | Sell |
154,504
-9,856
| -6% | -$764K | 4.08% | 2 |
|
|
2020
Q1 | $10.4M | Sell |
164,360
-2,432
| -1% | -$179K | 3.57% | 2 |
|
|
2019
Q4 | $12.2M | Sell |
166,792
-3,436
| -2% | -$221K | 3.64% | 2 |
|
|
2019
Q3 | $9.53M | Buy |
170,228
+15,340
| +10% | +$802K | 2.96% | 4 |
|
|
2019
Q2 | $7.66M | Sell |
154,888
-5,772
| -4% | -$281K | 2.45% | 6 |
|
|
2019
Q1 | $7.63M | Buy |
160,660
+348
| +0.2% | +$14.8K | 2.7% | 6 |
|
|
2018
Q4 | $6.32M | Sell |
160,312
-264
| -0.2% | -$12.8K | 2.58% | 6 |
|
|
2018
Q3 | $9.06M | Sell |
160,576
-7,796
| -5% | -$406K | 3.37% | 3 |
|
|
2018
Q2 | $7.79M | Sell |
168,372
-2,996
| -2% | -$136K | 3.12% | 3 |
|
|
2018
Q1 | $7.19M | Sell |
171,368
-1,396
| -0.8% | -$60.1K | 3.04% | 5 |
|
|
2017
Q4 | $7.31M | Buy |
172,764
+180
| +0.1% | +$7.52K | 3.09% | 2 |
|
|
2017
Q3 | $6.65M | Sell |
172,584
-2,028
| -1% | -$78.7K | 3.16% | 3 |
|
|
2017
Q2 | $6.29M | Sell |
174,612
-9,996
| -5% | -$370K | 3.13% | 3 |
|
|
2017
Q1 | $6.63M | Sell |
184,608
-12,600
| -6% | -$415K | 3.32% | 2 |
|
|
2016
Q4 | $5.71M | Sell |
197,208
-6,188
| -3% | -$175K | 3.09% | 4 |
|
|
2016
Q3 | $5.75M | Sell |
203,396
-3,124
| -2% | -$82.7K | 3.13% | 5 |
|
|
2016
Q2 | $4.94M | Buy |
206,520
+9,612
| +5% | +$239K | 2.72% | 7 |
|
|
2016
Q1 | $5.37M | Buy |
196,908
+6,712
| +4% | +$167K | 3.03% | 5 |
|
|
2015
Q4 | $5M | Buy |
190,196
+2,392
| +1% | +$68.4K | 2.95% | 7 |
|
|
2015
Q3 | $5.18M | Buy |
187,804
+11,304
| +6% | +$332K | 3.41% | 3 |
|
|
2015
Q2 | $5.53M | Buy |
176,500
+732
| +0.4% | +$23.4K | 3.4% | 4 |
|
|
2015
Q1 | $5.47M | Sell |
175,768
-1,744
| -1% | -$52.7K | 3.37% | 4 |
|
|
2014
Q4 | $4.85M | Buy |
177,512
+1,976
| +1% | +$53.8K | 2.99% | 6 |
|
|
2014
Q3 | $4.42M | Sell |
175,536
-15,836
| -8% | -$389K | 2.85% | 7 |
|
|
2014
Q2 | $4.45M | Sell |
191,372
-15,772
| -8% | -$336K | 2.77% | 7 |
|
|
2014
Q1 | $3.97M | Buy |
207,144
+42,140
| +26% | +$802K | 2.42% | 7 |
|
|
2013
Q4 | $3.31M | Sell |
165,004
-3,248
| -2% | -$61.4K | 2.02% | 12 |
|
|
2013
Q3 | $2.87M | Sell |
168,252
-7,672
| -4% | -$127K | 1.87% | 15 |
|
|
2013
Q2 | $2.49M | Buy |
+175,924
| New | +$2.71M | 1.68% | 21 |
|
Other funds holding AAPL
Altavista Wealth Management's AAPL Position: Q4 2021 in Review
Altavista Wealth Management increased its Apple (AAPL) stake by 0.52% in Q4 2021, buying an estimated $115K and bringing the position to 139,135 shares worth $24.7M. The position accounts for 4.99% of the portfolio, ranked #2.
Altavista Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 35 quarters since. 4,390 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.
- Altavista Wealth Management held 139,135 shares of Apple worth $24.7M as of Q4 2021.
- Altavista Wealth Management bought 725 Apple shares in Q4 2021, an estimated $115K.
- Apple made up 4.99% of Altavista Wealth Management's portfolio in Q4 2021, its #2 holding.
- Altavista Wealth Management first reported a position in Apple in Q2 2013 and has held it in 35 quarters since.
- 4,390 funds tracked by Wall St. Rank held Apple as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.