Bridgewater Wealth & Financial Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $13.6M | Sell |
321,348
-5,028
| -2% | -$213K | 5.42% | 3 |
|
|
2017
Q3 | $12.6M | Sell |
326,376
-4,648
| -1% | -$179K | 5.15% | 3 |
|
|
2017
Q2 | $11.9M | Buy |
331,024
+17,200
| +5% | +$619K | 3.97% | 3 |
|
|
2017
Q1 | $11.3M | Sell |
313,824
-2,220
| -0.7% | -$79.7K | 4.13% | 3 |
|
|
2016
Q4 | $9.15M | Sell |
316,044
-9,652
| -3% | -$279K | 3.46% | 4 |
|
|
2016
Q3 | $9.21M | Sell |
325,696
-14,780
| -4% | -$418K | 3.39% | 6 |
|
|
2016
Q2 | $8.14M | Sell |
340,476
-5,676
| -2% | -$136K | 2.93% | 11 |
|
|
2016
Q1 | $9.43M | Buy |
346,152
+43,192
| +14% | +$1.18M | 3.43% | 5 |
|
|
2015
Q4 | $7.97M | Buy |
302,960
+10,252
| +4% | +$270K | 3.09% | 8 |
|
|
2015
Q3 | $8.07M | Buy |
292,708
+7,784
| +3% | +$215K | 3.34% | 10 |
|
|
2015
Q2 | $8.93M | Buy |
284,924
+3,456
| +1% | +$108K | 3.79% | 7 |
|
|
2015
Q1 | $8.76M | Sell |
281,468
-2,048
| -0.7% | -$63.7K | 3.74% | 8 |
|
|
2014
Q4 | $7.82M | Buy |
+283,516
| New | +$7.82M | 3.18% | 8 |
|