Concert Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6.79M | Sell |
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|
2017
Q1 | $15.8M | Sell |
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|
2016
Q4 | $17.3M | Sell |
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|
2016
Q3 | $30.8M | Sell |
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|
2016
Q2 | $27M | Buy |
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|
2016
Q1 | $27.1M | Sell |
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|
2015
Q4 | $26.3M | Buy |
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|
2015
Q3 | $27M | Buy |
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|
2015
Q2 | $29M | Buy |
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|
2015
Q1 | $9.37M | Sell |
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|
2014
Q4 | $24.6M | Buy |
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|
2014
Q3 | $19.2M | Sell |
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|
2014
Q2 | $18.4M | Sell |
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|
2014
Q1 | $15.8M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $13.3M | Sell |
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|
2013
Q2 | $11.2M | Buy |
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