KIG
Kovitz Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $79.7M | Buy |
757,406
+20,536
| +3% | +$2.16M | 4.91% | 5 |
|
|
2015
Q3 | $81.3M | Buy |
736,870
+91,557
| +14% | +$10.1M | 4.74% | 5 |
|
|
2015
Q2 | $80.9M | Sell |
645,313
-9,126
| -1% | -$1.14M | 4.49% | 3 |
|
|
2015
Q1 | $81.4M | Sell |
654,439
-118,988
| -15% | -$14.8M | 4.47% | 3 |
|
|
2014
Q4 | $85.4M | Sell |
773,427
-61,549
| -7% | -$6.79M | 4.2% | 2 |
|
|
2014
Q3 | $84.1M | Sell |
834,976
-195,956
| -19% | -$19.7M | 4.31% | 3 |
|
|
2014
Q2 | $95.8M | Buy |
1,030,932
+898,008
| +676% | +$83.5M | 4.99% | 2 |
|
|
2014
Q1 | $62.9M | Sell |
132,924
-28,164
| -17% | -$13.3M | 3.23% | 7 |
|
|
2013
Q4 | $90.4M | Sell |
161,088
-1,098
| -0.7% | -$616K | 4.12% | 2 |
|
|
2013
Q3 | $77.3M | Buy |
162,186
+7,462
| +5% | +$3.56M | 3.75% | 4 |
|
|
2013
Q2 | $61.4M | Buy |
+154,724
| New | +$61.4M | 3.14% | 12 |
|