MWAC
Mariner Wealth Advisors (Cincinnati)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $27.4M | Buy |
121,394
+68,305
| +129% | +$15.4M | 1.51% | 15 |
|
|
2018
Q2 | $9.83M | Buy |
53,089
+1,136
| +2% | +$210K | 0.58% | 53 |
|
|
2018
Q1 | $8.72M | Sell |
51,953
-37,098
| -42% | -$6.22M | 0.54% | 53 |
|
|
2017
Q4 | $15.1M | Buy |
89,051
+41,795
| +88% | +$7.07M | 0.91% | 46 |
|
|
2017
Q3 | $7.28M | Buy |
47,256
+3,088
| +7% | +$476K | 0.47% | 58 |
|
|
2017
Q2 | $6.36M | Sell |
44,168
-827
| -2% | -$119K | 0.44% | 63 |
|
|
2017
Q1 | $6.46M | Sell |
44,995
-282
| -0.6% | -$40.5K | 0.47% | 63 |
|
|
2016
Q4 | $5.24M | Buy |
45,277
+6,755
| +18% | +$782K | 0.41% | 64 |
|
|
2016
Q3 | $4.36M | Sell |
38,522
-10,611
| -22% | -$1.2M | 0.37% | 67 |
|
|
2016
Q2 | $4.7M | Sell |
49,133
-895
| -2% | -$85.6K | 0.42% | 63 |
|
|
2016
Q1 | $5.45M | Buy |
50,028
+2,985
| +6% | +$325K | 0.53% | 57 |
|
|
2015
Q4 | $4.95M | Buy |
+47,043
| New | +$4.95M | 0.48% | 57 |
|
|
2015
Q1 | $5.71M | Buy |
45,899
+56
| +0.1% | +$6.97K | 0.8% | 42 |
|
|
2014
Q4 | $5.06M | Buy |
45,843
+556
| +1% | +$61.4K | 0.73% | 42 |
|
|
2014
Q3 | $4.56M | Buy |
45,287
+10,725
| +31% | +$1.08M | 0.73% | 42 |
|
|
2014
Q2 | $3.21M | Buy |
34,562
+31,068
| +889% | +$2.89M | 0.51% | 45 |
|
|
2014
Q1 | $1.88M | Sell |
3,494
-173
| -5% | -$92.8K | 0.3% | 55 |
|
|
2013
Q4 | $2.06M | Buy |
3,667
+159
| +5% | +$89.2K | 0.34% | 55 |
|
|
2013
Q3 | $1.67M | Sell |
3,508
-121
| -3% | -$57.7K | 0.31% | 55 |
|
|
2013
Q2 | $1.44M | Buy |
+3,629
| New | +$1.44M | 0.29% | 57 |
|