GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $13.3M | Sell |
100,392
-12,185
| -11% | -$1.62M | 3.33% | 4 |
|
|
2020
Q3 | $13M | Buy |
112,577
+85,024
| +309% | +$9.85M | 3.68% | 4 |
|
|
2020
Q2 | $10.1M | Sell |
27,553
-2,174
| -7% | -$793K | 2.92% | 4 |
|
|
2020
Q1 | $7.56M | Buy |
29,727
+733
| +3% | +$186K | 2.1% | 5 |
|
|
2019
Q4 | $8.51M | Sell |
28,994
-140
| -0.5% | -$41.1K | 1.96% | 6 |
|
|
2019
Q3 | $6.53M | Buy |
29,134
+4,252
| +17% | +$952K | 1.63% | 9 |
|
|
2019
Q2 | $4.93M | Buy |
24,882
+856
| +4% | +$169K | 1.31% | 9 |
|
|
2019
Q1 | $4.56M | Sell |
24,026
-9,553
| -28% | -$1.81M | 1.3% | 9 |
|
|
2018
Q4 | $5.3M | Buy |
33,579
+2,566
| +8% | +$405K | 1.71% | 9 |
|
|
2018
Q3 | $7M | Buy |
31,013
+449
| +1% | +$101K | 2.39% | 4 |
|
|
2018
Q2 | $5.66M | Sell |
30,564
-2,220
| -7% | -$411K | 2.04% | 4 |
|
|
2018
Q1 | $5.5M | Buy |
32,784
+161
| +0.5% | +$27K | 1.99% | 4 |
|
|
2017
Q4 | $5.46M | Buy |
32,623
+7,800
| +31% | +$1.31M | 14.28% | 1 |
|
|
2017
Q3 | $3.83M | Sell |
24,823
-5,672
| -19% | -$874K | 1.56% | 4 |
|
|
2017
Q2 | $4.39M | Sell |
30,495
-1,191
| -4% | -$171K | 1.74% | 6 |
|
|
2017
Q1 | $4.55M | Sell |
31,686
-32,632
| -51% | -$4.69M | 1.85% | 6 |
|
|
2016
Q4 | $7.45M | Buy |
64,318
+30,771
| +92% | +$3.56M | 2.01% | 7 |
|
|
2016
Q3 | $3.79M | Buy |
33,547
+34
| +0.1% | +$3.84K | 1.5% | 7 |
|
|
2016
Q2 | $3.2M | Buy |
33,513
+4,672
| +16% | +$447K | 1.3% | 7 |
|
|
2016
Q1 | $3.14M | Buy |
28,841
+1,456
| +5% | +$159K | 1.48% | 7 |
|
|
2015
Q4 | $2.88M | Buy |
+27,385
| New | +$2.88M | 1.41% | 8 |
|