IPC
Independent Portfolio Consultants’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5.41M | Sell |
37,545
-2,929
| -7% | -$422K | 2.24% | 1 |
|
|
2017
Q1 | $5.81M | Sell |
40,474
-5,314
| -12% | -$763K | 2.01% | 1 |
|
|
2016
Q4 | $5.3M | Sell |
45,788
-1,594
| -3% | -$185K | 1.74% | 1 |
|
|
2016
Q3 | $5.36M | Sell |
47,382
-2,454
| -5% | -$277K | 1.68% | 1 |
|
|
2016
Q2 | $4.76M | Sell |
49,836
-6,834
| -12% | -$653K | 1.5% | 3 |
|
|
2016
Q1 | $6.18M | Buy |
56,670
+9,105
| +19% | +$992K | 1.73% | 3 |
|
|
2015
Q4 | $5.01M | Sell |
47,565
-32,465
| -41% | -$3.42M | 1.49% | 3 |
|
|
2015
Q3 | $8.83M | Buy |
80,030
+2,625
| +3% | +$290K | 1.92% | 2 |
|
|
2015
Q2 | $9.71M | Buy |
77,405
+2,040
| +3% | +$256K | 1.94% | 1 |
|
|
2015
Q1 | $9.38M | Sell |
75,365
-7,173
| -9% | -$893K | 1.92% | 1 |
|
|
2014
Q4 | $9.11M | Buy |
82,538
+44,093
| +115% | +$4.87M | 1.83% | 1 |
|
|
2014
Q3 | $3.87M | Buy |
38,445
+10,048
| +35% | +$1.01M | 1.04% | 2 |
|
|
2014
Q2 | $2.64M | Buy |
28,397
+24,421
| +614% | +$2.27M | 0.74% | 13 |
|
|
2014
Q1 | $2.13M | Sell |
3,976
-310
| -7% | -$166K | 0.68% | 15 |
|
|
2013
Q4 | $2.41M | Buy |
4,286
+785
| +22% | +$440K | 0.84% | 6 |
|
|
2013
Q3 | $1.67M | Buy |
3,501
+1,241
| +55% | +$592K | 0.67% | 7 |
|
|
2013
Q2 | $896K | Buy |
+2,260
| New | +$896K | 0.4% | 50 |
|