DCLA
Douglas C. Lane & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $9.46M | Sell |
89,845
-5,238
| -6% | -$551K | 0.26% | 102 |
|
|
2015
Q3 | $10.5M | Sell |
95,083
-9,757
| -9% | -$1.08M | 0.3% | 102 |
|
|
2015
Q2 | $13.2M | Sell |
104,840
-38,276
| -27% | -$4.8M | 0.35% | 89 |
|
|
2015
Q1 | $17.8M | Sell |
143,116
-44,712
| -24% | -$5.56M | 0.47% | 78 |
|
|
2014
Q4 | $20.7M | Sell |
187,828
-4,922
| -3% | -$543K | 0.56% | 71 |
|
|
2014
Q3 | $19.4M | Sell |
192,750
-1,769
| -0.9% | -$178K | 0.58% | 71 |
|
|
2014
Q2 | $18.1M | Buy |
194,519
+167,090
| +609% | +$15.5M | 0.55% | 74 |
|
|
2014
Q1 | $14.7M | Buy |
27,429
+3,441
| +14% | +$1.85M | 0.47% | 75 |
|
|
2013
Q4 | $13.5M | Buy |
23,988
+849
| +4% | +$476K | 0.45% | 84 |
|
|
2013
Q3 | $11M | Buy |
23,139
+2,330
| +11% | +$1.11M | 0.4% | 87 |
|
|
2013
Q2 | $8.25M | Buy |
+20,809
| New | +$8.25M | 0.32% | 90 |
|