FFSOTS
Fiduciary Financial Services of The Southwest’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $8.86M | Sell |
30,179
-747
| -2% | -$219K | 2.32% | 7 |
|
|
2019
Q3 | $6.93M | Buy |
30,926
+972
| +3% | +$218K | 1.85% | 13 |
|
|
2019
Q2 | $5.93M | Buy |
29,954
+426
| +1% | +$84.3K | 1.68% | 17 |
|
|
2019
Q1 | $5.61M | Buy |
29,528
+257
| +0.9% | +$48.8K | 1.63% | 18 |
|
|
2018
Q4 | $4.62M | Buy |
29,271
+276
| +1% | +$43.5K | 1.46% | 21 |
|
|
2018
Q3 | $6.55M | Sell |
28,995
-183
| -0.6% | -$41.3K | 1.82% | 15 |
|
|
2018
Q2 | $5.4M | Sell |
29,178
-382
| -1% | -$70.7K | 1.64% | 17 |
|
|
2018
Q1 | $4.96M | Buy |
29,560
+467
| +2% | +$78.4K | 1.52% | 21 |
|
|
2017
Q4 | $4.92M | Sell |
29,093
-96
| -0.3% | -$16.2K | 1.44% | 22 |
|
|
2017
Q3 | $4.5M | Buy |
29,189
+4,176
| +17% | +$644K | 1.35% | 23 |
|
|
2017
Q2 | $3.6M | Buy |
25,013
+1,107
| +5% | +$159K | 1.11% | 32 |
|
|
2017
Q1 | $3.43M | Sell |
23,906
-136
| -0.6% | -$19.5K | 1.09% | 32 |
|
|
2016
Q4 | $2.79M | Sell |
24,042
-345
| -1% | -$40K | 0.92% | 35 |
|
|
2016
Q3 | $2.76M | Sell |
24,387
-468
| -2% | -$52.9K | 0.89% | 36 |
|
|
2016
Q2 | $2.38M | Sell |
24,855
-83
| -0.3% | -$7.93K | 0.76% | 40 |
|
|
2016
Q1 | $2.72M | Buy |
24,938
+655
| +3% | +$71.4K | 0.96% | 35 |
|
|
2015
Q4 | $2.56M | Buy |
24,283
+619
| +3% | +$65.2K | 0.91% | 35 |
|
|
2015
Q3 | $2.61M | Buy |
23,664
+500
| +2% | +$55.1K | 0.92% | 36 |
|
|
2015
Q2 | $2.91M | Buy |
23,164
+1,235
| +6% | +$155K | 0.9% | 33 |
|
|
2015
Q1 | $2.73M | Sell |
21,929
-758
| -3% | -$94.3K | 0.8% | 41 |
|
|
2014
Q4 | $2.5M | Buy |
22,687
+26
| +0.1% | +$2.87K | 0.72% | 50 |
|
|
2014
Q3 | $2.28M | Buy |
22,661
+311
| +1% | +$31.3K | 0.65% | 58 |
|
|
2014
Q2 | $2.08M | Buy |
22,350
+19,208
| +611% | +$1.79M | 0.58% | 62 |
|
|
2014
Q1 | $1.69M | Buy |
3,142
+138
| +5% | +$74.1K | 0.51% | 64 |
|
|
2013
Q4 | $1.69M | Sell |
3,004
-25
| -0.8% | -$14K | 0.53% | 64 |
|
|
2013
Q3 | $1.44M | Buy |
3,029
+201
| +7% | +$95.8K | 0.48% | 69 |
|
|
2013
Q2 | $1.12M | Buy |
+2,828
| New | +$1.12M | 0.37% | 79 |
|