Biegel & Waller’s Apple AAPL Stock Holding History

Biegel & Waller’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$1.55M	Buy	27,652 +1,628	+6%	+$85.1K	0.87%	20
2019 Q2	$1.29M	Sell	26,024 -232	-0.9%	-$11.3K	0.66%	25
2019 Q1	$1.25M	Sell	26,256 -72	-0.3%	-$3.05K	0.64%	24
2018 Q4	$1.04M	Sell	26,328 -1,196	-4%	-$58K	0.61%	25
2018 Q3	$1.55M	Buy	27,524 +5,732	+26%	+$299K	0.9%	20
2018 Q2	$1.01M	Buy	21,792 +668	+3%	+$30.3K	0.63%	18
2018 Q1	$886K	Buy	21,124 +596	+3%	+$25.7K	0.56%	17
2017 Q4	$868K	Sell	20,528 -1,016	-5%	-$42.5K	0.5%	18
2017 Q3	$830K	Buy	21,544 +560	+3%	+$21.7K	0.52%	17
2017 Q2	$756K	Sell	20,984 -2,476	-11%	-$91.5K	0.46%	18
2017 Q1	$843K	Buy	23,460 +420	+2%	+$13.8K	0.58%	15
2016 Q4	$700K	Buy	+23,040	New	+$653K	0.49%	15

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return