Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.26M | Sell |
|
|||||
|
2020
Q2 | $6.11M | Buy |
|
|||||
|
2020
Q1 | $4.14M | Sell |
|
|||||
|
2019
Q4 | $4.9M | Sell |
|
|||||
|
2019
Q3 | $4.26M | Sell |
|
|||||
|
2019
Q2 | $3.77M | Buy |
|
|||||
|
2019
Q1 | $3.59M | Sell |
|
|||||
|
2018
Q4 | $3.01M | Sell |
|
|||||
|
2018
Q3 | $4.37M | Buy |
|
|||||
|
2018
Q2 | $3.54M | Sell |
|
|||||
|
2018
Q1 | $3.25M | Buy |
|
|||||
|
2017
Q4 | $2.85M | Sell |
|
|||||
|
2017
Q3 | $2.65M | Buy |
|
|||||
|
2017
Q2 | $2.33M | Buy |
|
|||||
|
2017
Q1 | $2.2M | Sell |
|
|||||
|
2016
Q4 | $2.32M | Sell |
|
|||||
|
2016
Q3 | $2.27M | Sell |
|
|||||
|
2016
Q2 | $1.93M | Sell |
|
|||||
|
2016
Q1 | $2.52M | Sell |
|
|||||
|
2015
Q4 | $2.5M | Buy |
|
|||||
|
2015
Q3 | $2.53M | Sell |
|
|||||
|
2015
Q2 | $3.09M | Sell |
|
|||||
|
2015
Q1 | $3.21M | Buy |
|
|||||
|
2014
Q4 | $2.6M | Sell |
|
|||||
|
2014
Q3 | $2.4M | Sell |
|
|||||
|
2014
Q2 | $2.43M | Buy |
|
|||||
|
2014
Q1 | $1.6M | Buy |
|