FAM
Foothills Asset Management’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $3.17M | Sell |
12,466
-1,560
| -11% | -$397K | 2.75% | 10 |
|
2019
Q4 | $4.12M | Sell |
14,026
-100
| -0.7% | -$29.4K | 2.94% | 8 |
|
2019
Q3 | $3.16M | Sell |
14,126
-67
| -0.5% | -$15K | 2.4% | 10 |
|
2019
Q2 | $2.81M | Sell |
14,193
-408
| -3% | -$80.7K | 2.17% | 14 |
|
2019
Q1 | $2.77M | Sell |
14,601
-50
| -0.3% | -$9.5K | 2.15% | 15 |
|
2018
Q4 | $2.31M | Sell |
14,651
-90
| -0.6% | -$14.2K | 1.97% | 19 |
|
2018
Q3 | $3.33M | Sell |
14,741
-860
| -6% | -$194K | 2.55% | 9 |
|
2018
Q2 | $2.89M | Hold |
15,601
| – | – | 2.21% | 13 |
|
2018
Q1 | $2.62M | Sell |
15,601
-613
| -4% | -$103K | 2.05% | 15 |
|
2017
Q4 | $2.74M | Sell |
16,214
-905
| -5% | -$153K | 2.08% | 15 |
|
2017
Q3 | $2.64M | Sell |
17,119
-108
| -0.6% | -$16.6K | 1.98% | 16 |
|
2017
Q2 | $2.48M | Sell |
17,227
-115
| -0.7% | -$16.6K | 1.93% | 20 |
|
2017
Q1 | $2.49M | Buy |
+17,342
| New | +$2.49M | 1.95% | 18 |
|