MWR
McAdams Wright Ragen’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $22.3M | Sell |
221,364
-102,020
| -32% | -$10.3M | 1.25% | 22 |
|
|
2014
Q2 | $30.1M | Buy |
323,384
+278,050
| +613% | +$25.8M | 1.68% | 15 |
|
|
2014
Q1 | $24.3M | Buy |
45,334
+2,557
| +6% | +$1.37M | 1.51% | 17 |
|
|
2013
Q4 | $24M | Buy |
42,777
+2,279
| +6% | +$1.28M | 1.59% | 13 |
|
|
2013
Q3 | $19.3M | Buy |
40,498
+1,894
| +5% | +$903K | 1.53% | 16 |
|
|
2013
Q2 | $15.3M | Buy |
+38,604
| New | +$15.3M | 1.22% | 19 |
|