Huber Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.85M | Buy |
91,988
+29,496
| +47% | +$1.88M | 2.19% | 8 |
|
|
2019
Q4 | $4.59M | Sell |
62,492
-612
| -1% | -$44.9K | 1.59% | 8 |
|
|
2019
Q3 | $3.53M | Sell |
63,104
-1,416
| -2% | -$79.3K | 1.38% | 10 |
|
|
2019
Q2 | $3.19M | Buy |
64,520
+100
| +0.2% | +$4.95K | 1.39% | 8 |
|
|
2019
Q1 | $3.06M | Buy |
64,420
+868
| +1% | +$41.2K | 1.49% | 7 |
|
|
2018
Q4 | $2.51M | Buy |
63,552
+2,120
| +3% | +$83.6K | 1.37% | 9 |
|
|
2018
Q3 | $3.47M | Buy |
61,432
+20
| +0% | +$1.13K | 2.66% | 7 |
|
|
2018
Q2 | $2.84M | Sell |
61,412
-552
| -0.9% | -$25.5K | 2.59% | 5 |
|
|
2018
Q1 | $2.6M | Buy |
61,964
+9,720
| +19% | +$408K | 2.56% | 5 |
|
|
2017
Q4 | $2.21M | Buy |
+52,244
| New | +$2.21M | 2.43% | 6 |
|