BIA
BMT Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $6.03M | Hold |
23,722
| – | – | 3.79% | 1 |
|
|
2019
Q4 | $6.97M | Hold |
23,722
| – | – | 3.21% | 1 |
|
|
2019
Q3 | $5.31M | Hold |
23,722
| – | – | 2.71% | 1 |
|
|
2019
Q2 | $4.7M | Hold |
23,722
| – | – | 2.46% | 1 |
|
|
2019
Q1 | $4.51M | Buy |
23,722
+1,332
| +6% | +$253K | 2.46% | 1 |
|
|
2018
Q4 | $3.53M | Buy |
22,390
+2,500
| +13% | +$394K | 2.24% | 2 |
|
|
2018
Q3 | $4.49M | Buy |
19,890
+600
| +3% | +$135K | 2.58% | 1 |
|
|
2018
Q2 | $3.57M | Hold |
19,290
| – | – | 2.28% | 1 |
|
|
2018
Q1 | $3.24M | Buy |
19,290
+1,146
| +6% | +$192K | 2.18% | 2 |
|
|
2017
Q4 | $3.07M | Buy |
18,144
+2,296
| +14% | +$389K | 2.22% | 2 |
|
|
2017
Q3 | $2.44M | Buy |
+15,848
| New | +$2.44M | 2.25% | 2 |
|