Barrington Strategic Wealth Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $5.07M | Sell |
131,628
-1,324
| -1% | -$51K | 2.56% | 10 |
|
2017
Q2 | $4.79M | Sell |
132,952
-24,004
| -15% | -$864K | 2.43% | 11 |
|
2017
Q1 | $5.64M | Sell |
156,956
-2,056
| -1% | -$73.8K | 2.94% | 7 |
|
2016
Q4 | $4.6M | Sell |
159,012
-944
| -0.6% | -$27.3K | 2.47% | 8 |
|
2016
Q3 | $4.52M | Sell |
159,956
-1,380
| -0.9% | -$39K | 2.55% | 7 |
|
2016
Q2 | $3.86M | Sell |
161,336
-1,580
| -1% | -$37.8K | 2.21% | 6 |
|
2016
Q1 | $4.44M | Buy |
162,916
+35,896
| +28% | +$978K | 2.57% | 6 |
|
2015
Q4 | $3.34M | Sell |
127,020
-23,752
| -16% | -$625K | 1.95% | 8 |
|
2015
Q3 | $4.16M | Buy |
150,772
+3,644
| +2% | +$100K | 2.65% | 6 |
|
2015
Q2 | $4.61M | Sell |
147,128
-144
| -0.1% | -$4.52K | 2.78% | 6 |
|
2015
Q1 | $4.58M | Sell |
147,272
-352
| -0.2% | -$10.9K | 2.8% | 6 |
|
2014
Q4 | $4.07M | Buy |
147,624
+972
| +0.7% | +$26.8K | 2.61% | 6 |
|
2014
Q3 | $3.69M | Buy |
146,652
+23,292
| +19% | +$587K | 2.39% | 5 |
|
2014
Q2 | $2.87M | Buy |
123,360
+748
| +0.6% | +$17.4K | 1.82% | 10 |
|
2014
Q1 | $2.35M | Buy |
122,612
+5,768
| +5% | +$111K | 1.53% | 13 |
|
2013
Q4 | $2.34M | Buy |
116,844
+17,332
| +17% | +$347K | 1.56% | 15 |
|
2013
Q3 | $1.69M | Buy |
99,512
+26,964
| +37% | +$459K | 1.5% | 21 |
|
2013
Q2 | $1.03M | Buy |
+72,548
| New | +$1.03M | 0.84% | 41 |
|