Banyan Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $49.1M | Sell |
1,947,568
-46,328
| -2% | -$1.17M | 4.17% | 1 |
|
2014
Q2 | $46.3M | Sell |
1,993,896
-199,652
| -9% | -$4.64M | 3.92% | 1 |
|
2014
Q1 | $42M | Sell |
2,193,548
-36,176
| -2% | -$693K | 3.63% | 1 |
|
2013
Q4 | $44.7M | Buy |
2,229,724
+626,192
| +39% | +$12.5M | 3.13% | 2 |
|
2013
Q3 | $27.3M | Buy |
1,603,532
+498,204
| +45% | +$8.48M | 2.42% | 2 |
|
2013
Q2 | $15.7M | Buy |
+1,105,328
| New | +$15.7M | 3.08% | 3 |
|