ICRM
Insight Capital Research & Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $6.84M | Buy |
44,355
+6,019
| +16% | +$928K | 3.86% | 1 |
|
|
2017
Q2 | $5.52M | Sell |
38,336
-959
| -2% | -$138K | 3.24% | 1 |
|
|
2017
Q1 | $5.65M | Sell |
39,295
-1,927
| -5% | -$277K | 3.17% | 1 |
|
|
2016
Q4 | $4.77M | Buy |
41,222
+24,406
| +145% | +$2.83M | 2.54% | 4 |
|
|
2016
Q3 | $1.9M | Sell |
16,816
-12,979
| -44% | -$1.47M | 0.85% | 58 |
|
|
2016
Q2 | $2.85M | Sell |
29,795
-52,980
| -64% | -$5.06M | 0.99% | 51 |
|
|
2016
Q1 | $9.02M | Sell |
82,775
-5,348
| -6% | -$583K | 2.79% | 2 |
|
|
2015
Q4 | $9.28M | Sell |
88,123
-1,649
| -2% | -$174K | 2.7% | 2 |
|
|
2015
Q3 | $9.9M | Sell |
89,772
-243
| -0.3% | -$26.8K | 2.99% | 2 |
|
|
2015
Q2 | $11.3M | Sell |
90,015
-429
| -0.5% | -$53.8K | 2.98% | 1 |
|
|
2015
Q1 | $11.3M | Buy |
90,444
+1,190
| +1% | +$148K | 2.82% | 2 |
|
|
2014
Q4 | $9.85M | Sell |
89,254
-1,558
| -2% | -$172K | 2.53% | 2 |
|
|
2014
Q3 | $9.15M | Buy |
90,812
+40,891
| +82% | +$4.12M | 2.39% | 3 |
|
|
2014
Q2 | $4.64M | Buy |
49,921
+42,617
| +583% | +$3.96M | 1.06% | 40 |
|
|
2014
Q1 | $3.92M | Sell |
7,304
-3,509
| -32% | -$1.88M | 0.9% | 50 |
|
|
2013
Q4 | $6.07M | Buy |
10,813
+692
| +7% | +$388K | 1.36% | 24 |
|
|
2013
Q3 | $5.29M | Sell |
10,121
-3,873
| -28% | -$2.02M | 1.28% | 26 |
|
|
2013
Q2 | $5.55M | Buy |
+13,994
| New | +$5.55M | 1.44% | 14 |
|