Marcus Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $760K | Sell |
13,468
-4,300
| -24% | -$243K | 2.22% | 19 |
|
|
2018
Q2 | $822K | Buy |
17,768
+400
| +2% | +$18.5K | 2.61% | 14 |
|
|
2018
Q1 | $729K | Buy |
17,368
+1,100
| +7% | +$46.2K | 2.68% | 14 |
|
|
2017
Q4 | $688K | Sell |
16,268
-22,400
| -58% | -$947K | 2.63% | 16 |
|
|
2017
Q3 | $1.49M | Sell |
38,668
-19,232
| -33% | -$741K | 2.12% | 22 |
|
|
2017
Q2 | $2.09M | Sell |
57,900
-8,000
| -12% | -$288K | 1.79% | 26 |
|
|
2017
Q1 | $2.37M | Sell |
65,900
-200
| -0.3% | -$7.18K | 2.21% | 20 |
|
|
2016
Q4 | $1.91M | Buy |
66,100
+12,600
| +24% | +$365K | 2.06% | 25 |
|
|
2016
Q3 | $1.51M | Sell |
53,500
-600
| -1% | -$17K | 1.45% | 32 |
|
|
2016
Q2 | $1.29M | Buy |
54,100
+200
| +0.4% | +$4.78K | 1.36% | 34 |
|
|
2016
Q1 | $1.47M | Hold |
53,900
| – | – | 1.62% | 29 |
|
|
2015
Q4 | $1.42M | Buy |
+53,900
| New | +$1.42M | 1.51% | 30 |
|