Peachtree Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.76M | Buy |
120,720
+2,284
| +2% | +$90.1K | 3.67% | 6 |
|
|
2018
Q3 | $6.68M | Sell |
118,436
-960
| -0.8% | -$54.2K | 4.56% | 6 |
|
|
2018
Q2 | $5.53M | Buy |
119,396
+5,580
| +5% | +$258K | 4% | 7 |
|
|
2018
Q1 | $4.77M | Sell |
113,816
-11,320
| -9% | -$475K | 3.59% | 7 |
|
|
2017
Q4 | $5.29M | Buy |
+125,136
| New | +$5.29M | 4.05% | 6 |
|
|
2017
Q3 | – | Sell |
-130,096
| Closed | -$4.68M | – | 78 |
|
|
2017
Q2 | $4.68M | Sell |
130,096
-2,720
| -2% | -$97.9K | 4.01% | 6 |
|
|
2017
Q1 | $4.77M | Sell |
132,816
-8,172
| -6% | -$293K | 4.37% | 4 |
|
|
2016
Q4 | $4.08M | Sell |
140,988
-11,300
| -7% | -$327K | 4.01% | 2 |
|
|
2016
Q3 | $4.3M | Buy |
152,288
+14,280
| +10% | +$404K | 4.22% | 2 |
|
|
2016
Q2 | $3.3M | Sell |
138,008
-23,460
| -15% | -$561K | 3.35% | 5 |
|
|
2016
Q1 | $4.4M | Buy |
161,468
+2,400
| +2% | +$65.4K | 4.41% | 3 |
|
|
2015
Q4 | $4.19M | Sell |
159,068
-540
| -0.3% | -$14.2K | 4.38% | 3 |
|
|
2015
Q3 | $4.4M | Buy |
159,608
+28,880
| +22% | +$796K | 4.57% | 3 |
|
|
2015
Q2 | $4.1M | Sell |
130,728
-39,020
| -23% | -$1.22M | 3.06% | 5 |
|
|
2015
Q1 | $5.28M | Buy |
169,748
+52,608
| +45% | +$1.64M | 3.78% | 3 |
|
|
2014
Q4 | $3.23M | Buy |
117,140
+5,300
| +5% | +$146K | 2.17% | 6 |
|
|
2014
Q3 | $2.82M | Buy |
111,840
+1,100
| +1% | +$27.7K | 1.88% | 7 |
|
|
2014
Q2 | $2.57M | Sell |
110,740
-1,820
| -2% | -$42.3K | 1.72% | 13 |
|
|
2014
Q1 | $2.16M | Hold |
112,560
| – | – | 1.47% | 16 |
|
|
2013
Q4 | $2.26M | Buy |
+112,560
| New | +$2.26M | 1.54% | 18 |
|