AHS
Aspiriant Holdings S3’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $5.52M | Buy |
52,478
+984
| +2% | +$104K | 2.38% | 6 |
|
|
2015
Q3 | $5.68M | Buy |
51,494
+238
| +0.5% | +$26.3K | 2.62% | 4 |
|
|
2015
Q2 | $6.43M | Buy |
51,256
+157
| +0.3% | +$19.7K | 2.56% | 5 |
|
|
2015
Q1 | $6.36M | Sell |
51,099
-3,613
| -7% | -$450K | 2.53% | 6 |
|
|
2014
Q4 | $6.04M | Buy |
54,712
+1,053
| +2% | +$116K | 2.49% | 6 |
|
|
2014
Q3 | $5.41M | Sell |
53,659
-191
| -0.4% | -$19.2K | 2.17% | 11 |
|
|
2014
Q2 | $5M | Buy |
53,850
+46,120
| +597% | +$4.29M | 1.99% | 10 |
|
|
2014
Q1 | $4.15M | Sell |
7,730
-439
| -5% | -$236K | 1.75% | 19 |
|
|
2013
Q4 | $4.58M | Sell |
8,169
-323
| -4% | -$181K | 1.8% | 17 |
|
|
2013
Q3 | $4.05M | Buy |
8,492
+396
| +5% | +$189K | 1.71% | 18 |
|
|
2013
Q2 | $3.21M | Buy |
+8,096
| New | +$3.21M | 1.45% | 35 |
|