Lenox Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $3.6M | Buy |
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2020
Q1 | $2.5M | Sell |
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2019
Q4 | $3.04M | Sell |
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2019
Q3 | $3.25M | Buy |
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2019
Q2 | $2.8M | Sell |
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2019
Q1 | $2.85M | Buy |
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2018
Q4 | $2.21M | Sell |
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2018
Q3 | $3.6M | Sell |
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2018
Q2 | $2.96M | Sell |
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2018
Q1 | $2.8M | Sell |
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2017
Q4 | $2.97M | Buy |
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2017
Q3 | $2.62M | Sell |
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2017
Q2 | $2.49M | Buy |
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2017
Q1 | $1.75M | Buy |
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2016
Q4 | $990K | Sell |
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2016
Q3 | $1.19M | Sell |
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2016
Q2 | $1.02M | Buy |
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2016
Q1 | $1.15M | Buy |
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2015
Q4 | $903K | Sell |
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2015
Q3 | $1.18M | Sell |
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2015
Q2 | $1.59M | Sell |
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2015
Q1 | $1.59M | Sell |
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2014
Q4 | $1.67M | Sell |
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2014
Q3 | $1.67M | Sell |
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2014
Q2 | $1.66M | Sell |
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2014
Q1 | $1.66M | Buy |
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2013
Q4 | $1.71M | Buy |
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