Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $54.8M | Buy |
401,022
+4,323
| +1% | +$655K | 3.98% | 4 |
|
|
2022
Q1 | $66.5M | Buy |
396,699
+5,943
| +2% | +$999K | 0.83% | 4 |
|
|
2021
Q4 | $69.4M | Buy |
390,756
+2,042
| +0.5% | +$323K | 4.58% | 3 |
|
|
2021
Q3 | $55M | Sell |
388,714
-3,511
| -0.9% | -$517K | 3.8% | 3 |
|
|
2021
Q2 | $53.7M | Buy |
392,225
+13,351
| +4% | +$1.73M | 3.76% | 3 |
|
|
2021
Q1 | $46.3M | Buy |
378,874
+352
| +0.1% | +$45.2K | 3.55% | 4 |
|
|
2020
Q4 | $50.2M | Sell |
378,522
-17,633
| -4% | -$2.12M | 4.11% | 3 |
|
|
2020
Q3 | $45.9M | Sell |
396,155
-46,945
| -11% | -$5.12M | 4.2% | 3 |
|
|
2020
Q2 | $40.4M | Sell |
443,100
-49,064
| -10% | -$3.8M | 3.71% | 3 |
|
|
2020
Q1 | $31.3M | Buy |
492,164
+176,288
| +56% | +$13M | 5.11% | 1 |
|
|
2019
Q4 | $23.2M | Sell |
315,876
-158,968
| -33% | -$10.2M | 3.72% | 3 |
|
|
2019
Q3 | $26.6M | Sell |
474,844
-19,216
| -4% | -$1M | 3.93% | 3 |
|
|
2019
Q2 | $24.4M | Sell |
494,060
-7,860
| -2% | -$383K | 3.61% | 3 |
|
|
2019
Q1 | $23.8M | Buy |
501,920
+23,348
| +5% | +$990K | 3.23% | 4 |
|
|
2018
Q4 | $18.9M | Buy |
478,572
+60,120
| +14% | +$2.91M | 2.86% | 5 |
|
|
2018
Q3 | $23.6M | Sell |
418,452
-15,712
| -4% | -$818K | 2.25% | 4 |
|
|
2018
Q2 | $20.1M | Buy |
434,164
+6,284
| +1% | +$285K | 2.88% | 5 |
|
|
2018
Q1 | $17.9M | Buy |
427,880
+31,560
| +8% | +$1.36M | 2.51% | 4 |
|
|
2017
Q4 | $16.8M | Sell |
396,320
-29,996
| -7% | -$1.25M | 2.69% | 4 |
|
|
2017
Q3 | $16.4M | Buy |
426,316
+18,388
| +5% | +$713K | 2.37% | 3 |
|
|
2017
Q2 | $14.7M | Buy |
407,928
+3,160
| +0.8% | +$117K | 2.25% | 4 |
|
|
2017
Q1 | $14.5M | Sell |
404,768
-388
| -0.1% | -$12.8K | 2.22% | 3 |
|
|
2016
Q4 | $11.7M | Sell |
405,156
-2,388
| -0.6% | -$67.7K | 1.92% | 5 |
|
|
2016
Q3 | $11.5M | Sell |
407,544
-7,776
| -2% | -$206K | 1.75% | 8 |
|
|
2016
Q2 | $9.93M | Sell |
415,320
-35,528
| -8% | -$883K | 1.59% | 9 |
|
|
2016
Q1 | $12.3M | Buy |
450,848
+756
| +0.2% | +$18.8K | 1.03% | 10 |
|
|
2015
Q4 | $11.8M | Buy |
450,092
+10,724
| +2% | +$306K | 1.9% | 8 |
|
|
2015
Q3 | $12.1M | Buy |
439,368
+90,408
| +26% | +$2.65M | 1.91% | 8 |
|
|
2015
Q2 | $10.9M | Buy |
348,960
+159,740
| +84% | +$5.11M | 1.68% | 8 |
|
|
2015
Q1 | $5.89M | Buy |
189,220
+13,548
| +8% | +$409K | 0.95% | 25 |
|
|
2014
Q4 | $4.85M | Buy |
+175,672
| New | +$4.78M | 0.91% | 23 |
|
Other funds holding AAPL
