MSWM
Mader & Shannon Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-47,344
| Closed | -$4.98M | – | 7 |
|
|
2015
Q4 | $4.98M | Sell |
47,344
-27,323
| -37% | -$2.88M | 4.41% | 6 |
|
|
2015
Q3 | $8.24M | Sell |
74,667
-4,960
| -6% | -$547K | 10.26% | 3 |
|
|
2015
Q2 | $9.99M | Buy |
79,627
+35,554
| +81% | +$4.46M | 11.4% | 2 |
|
|
2015
Q1 | $5.48M | Sell |
44,073
-797
| -2% | -$99.2K | 3.68% | 9 |
|
|
2014
Q4 | $4.95M | Sell |
44,870
-284
| -0.6% | -$31.3K | 3.34% | 10 |
|
|
2014
Q3 | $4.55M | Sell |
45,154
-128
| -0.3% | -$12.9K | 8.87% | 5 |
|
|
2014
Q2 | $4.21M | Buy |
+45,282
| New | +$4.21M | 3.23% | 11 |
|