PFA
Paradigm Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $35.5M | Sell |
199,787
-7,782
| -4% | -$1.38M | 7.84% | 1 |
|
|
2021
Q3 | $29.4M | Sell |
207,569
-6,418
| -3% | -$908K | 6.77% | 1 |
|
|
2021
Q2 | $29.3M | Sell |
213,987
-8,926
| -4% | -$1.22M | 6.52% | 1 |
|
|
2021
Q1 | $27.2M | Sell |
222,913
-6,896
| -3% | -$842K | 6.61% | 1 |
|
|
2020
Q4 | $30.5M | Sell |
229,809
-22,323
| -9% | -$2.96M | 8.25% | 1 |
|
|
2020
Q3 | $29.2M | Buy |
252,132
+176,786
| +235% | +$20.5M | 8.29% | 1 |
|
|
2020
Q2 | $27.5M | Sell |
75,346
-1,164
| -2% | -$425K | 8.73% | 1 |
|
|
2020
Q1 | $19.5M | Sell |
76,510
-2,826
| -4% | -$719K | 7.23% | 1 |
|
|
2019
Q4 | $23.3M | Sell |
79,336
-1,064
| -1% | -$312K | 8% | 1 |
|
|
2019
Q3 | $18M | Sell |
80,400
-13,422
| -14% | -$3.01M | 7.03% | 1 |
|
|
2019
Q2 | $18.6M | Sell |
93,822
-2,204
| -2% | -$436K | 6.84% | 1 |
|
|
2019
Q1 | $18.2M | Sell |
96,026
-166
| -0.2% | -$31.5K | 6.91% | 1 |
|
|
2018
Q4 | $15.2M | Buy |
96,192
+761
| +0.8% | +$120K | 6.77% | 1 |
|
|
2018
Q3 | $21.5M | Sell |
95,431
-1,586
| -2% | -$358K | 8.43% | 1 |
|
|
2018
Q2 | $18M | Sell |
97,017
-1,995
| -2% | -$369K | 7.66% | 1 |
|
|
2018
Q1 | $16.6M | Buy |
99,012
+276
| +0.3% | +$46.3K | 7.25% | 1 |
|
|
2017
Q4 | $16.7M | Buy |
98,736
+234
| +0.2% | +$39.6K | 7.58% | 1 |
|
|
2017
Q3 | $15.2M | Sell |
98,502
-355
| -0.4% | -$54.7K | 7.33% | 1 |
|
|
2017
Q2 | $14.2M | Sell |
98,857
-1,058
| -1% | -$152K | 7.2% | 1 |
|
|
2017
Q1 | $14.4M | Sell |
99,915
-2,041
| -2% | -$293K | 7.36% | 1 |
|
|
2016
Q4 | $11.8M | Buy |
101,956
+446
| +0.4% | +$51.7K | 6.45% | 1 |
|
|
2016
Q3 | $11.5M | Buy |
101,510
+75
| +0.1% | +$8.48K | 6.87% | 1 |
|
|
2016
Q2 | $9.7M | Buy |
101,435
+4,130
| +4% | +$395K | 5.87% | 1 |
|
|
2016
Q1 | $106M | Buy |
97,305
+6,611
| +7% | +$7.2M | 41.14% | 1 |
|
|
2015
Q4 | $9.55M | Buy |
90,694
+2,232
| +3% | +$235K | 6% | 1 |
|
|
2015
Q3 | $9.76M | Buy |
88,462
+18,953
| +27% | +$2.09M | 6.43% | 1 |
|
|
2015
Q2 | $8.72M | Buy |
69,509
+87
| +0.1% | +$10.9K | 6.56% | 1 |
|
|
2015
Q1 | $8.64M | Sell |
69,422
-1,210
| -2% | -$151K | 6.68% | 1 |
|
|
2014
Q4 | $7.8M | Sell |
70,632
-291
| -0.4% | -$32.1K | 6.34% | 1 |
|
|
2014
Q3 | $7.15M | Sell |
70,923
-10,797
| -13% | -$1.09M | 6.1% | 1 |
|
|
2014
Q2 | $7.59M | Buy |
81,720
+70,438
| +624% | +$6.55M | 6.48% | 1 |
|
|
2014
Q1 | $6.06M | Buy |
11,282
+323
| +3% | +$173K | 5.58% | 1 |
|
|
2013
Q4 | $6.15M | Buy |
+10,959
| New | +$6.15M | 6.03% | 1 |
|