IFP
Independent Franchise Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,418,147
| Closed | -$342M | – | 27 |
|
|
2021
Q3 | $342M | Sell |
2,418,147
-394,755
| -14% | -$55.9M | 2.69% | 19 |
|
|
2021
Q2 | $385M | Buy |
2,812,902
+4,099
| +0.1% | +$561K | 2.87% | 19 |
|
|
2021
Q1 | $343M | Buy |
2,808,803
+51,162
| +2% | +$6.25M | 2.73% | 19 |
|
|
2020
Q4 | $366M | Sell |
2,757,641
-1,381,687
| -33% | -$183M | 3.14% | 18 |
|
|
2020
Q3 | $479M | Buy |
4,139,328
+2,377,771
| +135% | +$275M | 4.75% | 11 |
|
|
2020
Q2 | $643M | Sell |
1,761,557
-95,432
| -5% | -$34.8M | 6.53% | 4 |
|
|
2020
Q1 | $472M | Sell |
1,856,989
-660,497
| -26% | -$168M | 5.82% | 6 |
|
|
2019
Q4 | $739M | Sell |
2,517,486
-471,521
| -16% | -$138M | 7.41% | 3 |
|
|
2019
Q3 | $669M | Sell |
2,989,007
-139,669
| -4% | -$31.3M | 6.82% | 4 |
|
|
2019
Q2 | $619M | Sell |
3,128,676
-624,455
| -17% | -$124M | 6.37% | 5 |
|
|
2019
Q1 | $713M | Buy |
3,753,131
+664,113
| +21% | +$126M | 8.04% | 3 |
|
|
2018
Q4 | $487M | Sell |
3,089,018
-404,372
| -12% | -$63.8M | 5.98% | 7 |
|
|
2018
Q3 | $789M | Sell |
3,493,390
-24,415
| -0.7% | -$5.51M | 7.57% | 5 |
|
|
2018
Q2 | $651M | Sell |
3,517,805
-95,194
| -3% | -$17.6M | 6.17% | 9 |
|
|
2018
Q1 | $606M | Sell |
3,612,999
-92,133
| -2% | -$15.5M | 5.38% | 10 |
|
|
2017
Q4 | $627M | Buy |
3,705,132
+51,744
| +1% | +$8.76M | 5.32% | 10 |
|
|
2017
Q3 | $563M | Sell |
3,653,388
-1,317,829
| -27% | -$203M | 5.05% | 10 |
|
|
2017
Q2 | $716M | Sell |
4,971,217
-587,317
| -11% | -$84.6M | 6.42% | 7 |
|
|
2017
Q1 | $799M | Sell |
5,558,534
-885,958
| -14% | -$127M | 7.63% | 1 |
|
|
2016
Q4 | $746M | Sell |
6,444,492
-1,183,362
| -16% | -$137M | 7.49% | 1 |
|
|
2016
Q3 | $862M | Buy |
7,627,854
+126,479
| +2% | +$14.3M | 8.62% | 1 |
|
|
2016
Q2 | $717M | Buy |
7,501,375
+1,053,567
| +16% | +$101M | 7.88% | 2 |
|
|
2016
Q1 | $703M | Buy |
6,447,808
+1,311,228
| +26% | +$143M | 7.93% | 2 |
|
|
2015
Q4 | $541M | Buy |
5,136,580
+221,961
| +5% | +$23.4M | 6.15% | 4 |
|
|
2015
Q3 | $542M | Buy |
4,914,619
+724,906
| +17% | +$80M | 6.87% | 5 |
|
|
2015
Q2 | $525M | Sell |
4,189,713
-450,556
| -10% | -$56.5M | 6.2% | 7 |
|
|
2015
Q1 | $577M | Sell |
4,640,269
-1,013,119
| -18% | -$126M | 7.06% | 6 |
|
|
2014
Q4 | $624M | Sell |
5,653,388
-606,895
| -10% | -$67M | 8.25% | 5 |
|
|
2014
Q3 | $631M | Buy |
6,260,283
+381,164
| +6% | +$38.4M | 8.76% | 2 |
|
|
2014
Q2 | $546M | Buy |
5,879,119
+5,114,444
| +669% | +$475M | 8.32% | 3 |
|
|
2014
Q1 | $410M | Buy |
764,675
+7,777
| +1% | +$4.17M | 6.7% | 4 |
|
|
2013
Q4 | $425M | Buy |
756,898
+12,303
| +2% | +$6.9M | 6.74% | 4 |
|
|
2013
Q3 | $355M | Buy |
744,595
+69,615
| +10% | +$33.2M | 6.01% | 5 |
|
|
2013
Q2 | $267M | Buy |
+674,980
| New | +$267M | 5.11% | 9 |
|