Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$1.96M Sell
30,896
-1,032
-3% -$75.9K 2.12% 6
2019
Q4
$2.34M Sell
31,928
-4,160
-12% -$268K 1.88% 6
2019
Q3
$2.02M Sell
36,088
-2,324
-6% -$122K 1.67% 8
2019
Q2
$1.9M Sell
38,412
-6,300
-14% -$307K 1.55% 11
2019
Q1
$2.12M Sell
44,712
-1,720
-4% -$73K 1.84% 4
2018
Q4
$1.83M Buy
46,432
+44
+0.1% +$2.13K 1.81% 4
2018
Q3
$2.62M Sell
46,388
-6,832
-13% -$356K 2.12% 4
2018
Q2
$2.46M Sell
53,220
-924
-2% -$41.9K 1.52% 5
2018
Q1
$2.27M Buy
54,144
+3,464
+7% +$149K 1.25% 6
2017
Q4
$2.14M Sell
50,680
-584
-1% -$24.4K 1.24% 7
2017
Q3
$1.98M Sell
51,264
-16,124
-24% -$626K 1.12% 7
2017
Q2
$2.43M Sell
67,388
-8,028
-11% -$297K 1.3% 5
2017
Q1
$2.71M Sell
75,416
-2,340
-3% -$77.1K 1.51% 5
2016
Q4
$2.25M Buy
77,756
+1,372
+2% +$38.9K 1.37% 6
2016
Q3
$2.16M Buy
76,384
+17,392
+29% +$460K 1.46% 7
2016
Q2
$1.41M Buy
58,992
+39,388
+201% +$979K 0.96% 8
2016
Q1
$534K Sell
19,604
-17,252
-47% -$430K 0.36% 70
2015
Q4
$970K Sell
36,856
-1,428
-4% -$40.8K 0.66% 33
2015
Q3
$1.06M Sell
38,284
-39,408
-51% -$1.16M 0.76% 26
2015
Q2
$2.44M Buy
77,692
+10,208
+15% +$327K 1.6% 6
2015
Q1
$2.1M Buy
67,484
+24,844
+58% +$750K 1.25% 10
2014
Q4
$1.18M Buy
42,640
+2,444
+6% +$66.5K 0.64% 48
2014
Q3
$1.01M Sell
40,196
-564
-1% -$13.8K 0.54% 54
2014
Q2
$947K Sell
40,760
-1,464
-3% -$31.2K 0.48% 55
2014
Q1
$809K Sell
42,224
-8,176
-16% -$156K 0.42% 53
2013
Q4
$1.01M Buy
50,400
+7,112
+16% +$134K 0.5% 51
2013
Q3
$737K Sell
43,288
-13,356
-24% -$221K 0.42% 56
2013
Q2
$802K Buy
+56,644
New +$871K 0.37% 59

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