MIAN
Mariner Independent Advisor Network’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $141M | Buy |
1,018,046
+19,466
| +2% | +$2.69M | 6.05% | 1 |
|
|
2022
Q2 | $141M | Buy |
998,580
+106,742
| +12% | +$15M | 5.93% | 1 |
|
|
2022
Q1 | $155M | Buy |
891,838
+129,987
| +17% | +$22.6M | 5.96% | 1 |
|
|
2021
Q4 | $137M | Sell |
761,851
-48,948
| -6% | -$8.82M | 6.44% | 1 |
|
|
2021
Q3 | $114M | Buy |
810,799
+5,153
| +0.6% | +$727K | 5.59% | 1 |
|
|
2021
Q2 | $110M | Buy |
805,646
+208,539
| +35% | +$28.6M | 5% | 1 |
|
|
2021
Q1 | $72.9M | Buy |
597,107
+4,353
| +0.7% | +$532K | 3.81% | 2 |
|
|
2020
Q4 | $78.7M | Buy |
592,754
+75,084
| +15% | +$9.96M | 4.2% | 2 |
|
|
2020
Q3 | $60M | Buy |
517,670
+400,239
| +341% | +$46.4M | 4.97% | 1 |
|
|
2020
Q2 | $42.8M | Sell |
117,431
-51,368
| -30% | -$18.7M | 3.95% | 3 |
|
|
2020
Q1 | $41.5M | Sell |
168,799
-5,666
| -3% | -$1.39M | 3.75% | 1 |
|
|
2019
Q4 | $51.5M | Sell |
174,465
-37,684
| -18% | -$11.1M | 3.71% | 1 |
|
|
2019
Q3 | $47.6M | Buy |
212,149
+4,170
| +2% | +$936K | 3.62% | 2 |
|
|
2019
Q2 | $41.7M | Buy |
207,979
+3,188
| +2% | +$639K | 3.14% | 3 |
|
|
2019
Q1 | $39M | Sell |
204,791
-17,886
| -8% | -$3.41M | 3.3% | 2 |
|
|
2018
Q4 | $34.2M | Buy |
+222,677
| New | +$34.2M | 3.04% | 2 |
|
|
2018
Q3 | – | Sell |
-259,663
| Closed | -$48.1M | – | 230 |
|
|
2018
Q2 | $48.1M | Sell |
259,663
-170,421
| -40% | -$31.5M | 8.51% | 1 |
|
|
2018
Q1 | $72.2M | Buy |
430,084
+191,748
| +80% | +$32.2M | 4.44% | 1 |
|
|
2017
Q4 | $40.3M | Buy |
238,336
+179,432
| +305% | +$30.4M | 4.22% | 1 |
|
|
2017
Q3 | $9.08M | Sell |
58,904
-493
| -0.8% | -$76K | 1.48% | 19 |
|
|
2017
Q2 | $8.55M | Sell |
59,397
-43,791
| -42% | -$6.31M | 1.23% | 25 |
|
|
2017
Q1 | $14.8M | Sell |
103,188
-198,222
| -66% | -$28.5M | 1.8% | 14 |
|
|
2016
Q4 | $34.9M | Sell |
301,410
-38,158
| -11% | -$4.42M | 5.66% | 1 |
|
|
2016
Q3 | $38.4M | Buy |
339,568
+88,649
| +35% | +$10M | 5.47% | 1 |
|
|
2016
Q2 | $24M | Buy |
250,919
+86,149
| +52% | +$8.24M | 4.53% | 4 |
|
|
2016
Q1 | $18M | Buy |
+164,770
| New | +$18M | 5.73% | 1 |
|
|
2015
Q4 | – | Sell |
-71,485
| Closed | -$7.89M | – | 74 |
|
|
2015
Q3 | $7.89M | Buy |
71,485
+25,181
| +54% | +$2.78M | 3.02% | 8 |
|
|
2015
Q2 | $5.81M | Sell |
46,304
-5,545
| -11% | -$695K | 2.84% | 8 |
|
|
2015
Q1 | $6.45M | Buy |
51,849
+10,747
| +26% | +$1.34M | 3.6% | 6 |
|
|
2014
Q4 | $4.54M | Buy |
41,102
+4,180
| +11% | +$461K | 2.1% | 10 |
|
|
2014
Q3 | $3.72M | Buy |
36,922
+9,458
| +34% | +$953K | 1.94% | 15 |
|
|
2014
Q2 | $2.55M | Buy |
+27,464
| New | +$2.55M | 1.26% | 24 |
|