Berman Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $14.6M | Buy |
103,480
+6,801
| +7% | +$962K | 2.3% | 6 |
|
|
2021
Q2 | $13.2M | Buy |
96,679
+12,235
| +14% | +$1.68M | 2.11% | 10 |
|
|
2021
Q1 | $10.3M | Buy |
84,444
+33,680
| +66% | +$4.11M | 2.16% | 8 |
|
|
2020
Q4 | $6.73M | Sell |
50,764
-11,547
| -19% | -$1.53M | 1.61% | 11 |
|
|
2020
Q3 | $7.22M | Buy |
62,311
+1,483
| +2% | +$172K | 2.05% | 9 |
|
|
2020
Q2 | $5.55M | Sell |
60,828
-24,688
| -29% | -$2.25M | 1.45% | 14 |
|
|
2020
Q1 | $5.44M | Buy |
85,516
+3,216
| +4% | +$204K | 1.75% | 13 |
|
|
2019
Q4 | $6.04M | Sell |
82,300
-988
| -1% | -$72.5K | 1.74% | 13 |
|
|
2019
Q3 | $4.66M | Sell |
83,288
-1,984
| -2% | -$111K | 1.45% | 16 |
|
|
2019
Q2 | $4.22M | Buy |
85,272
+33,556
| +65% | +$1.66M | 1.34% | 18 |
|
|
2019
Q1 | $2.45M | Sell |
51,716
-10,680
| -17% | -$507K | 0.82% | 19 |
|
|
2018
Q4 | $2.46M | Buy |
62,396
+12,236
| +24% | +$482K | 0.97% | 19 |
|
|
2018
Q3 | $2.82M | Sell |
50,160
-1,396
| -3% | -$78.6K | 1.19% | 16 |
|
|
2018
Q2 | $2.39M | Buy |
51,556
+6,308
| +14% | +$292K | 0.83% | 22 |
|
|
2018
Q1 | $1.9M | Buy |
45,248
+5,072
| +13% | +$213K | 0.72% | 27 |
|
|
2017
Q4 | $1.7M | Buy |
+40,176
| New | +$1.7M | 0.56% | 33 |
|