Personal Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $245M | Buy |
1,883,649
+15,100
| +0.8% | +$2.16M | 1.19% | 17 |
|
|
2022
Q3 | $258M | Buy |
1,868,549
+25,034
| +1% | +$3.93M | 1.4% | 16 |
|
|
2022
Q2 | $252M | Buy |
1,843,515
+29,390
| +2% | +$4.45M | 1.32% | 18 |
|
|
2022
Q1 | $317M | Sell |
1,814,125
-33,309
| -2% | -$5.6M | 1.48% | 17 |
|
|
2021
Q4 | $328M | Buy |
1,847,434
+57,715
| +3% | +$9.12M | 1.51% | 15 |
|
|
2021
Q3 | $253M | Buy |
1,789,719
+48,662
| +3% | +$7.16M | 1.27% | 18 |
|
|
2021
Q2 | $238M | Buy |
1,741,057
+128,943
| +8% | +$16.7M | 1.24% | 18 |
|
|
2021
Q1 | $197M | Buy |
1,612,114
+109,518
| +7% | +$14.1M | 1.14% | 18 |
|
|
2020
Q4 | $199M | Buy |
1,502,596
+69,883
| +5% | +$8.41M | 1.27% | 17 |
|
|
2020
Q3 | $166M | Sell |
1,432,713
-88,299
| -6% | -$9.63M | 1.25% | 17 |
|
|
2020
Q2 | $139M | Buy |
1,521,012
+7,732
| +0.5% | +$599K | 1.15% | 18 |
|
|
2020
Q1 | $95.7M | Sell |
1,513,280
-257,832
| -15% | -$19M | 0.94% | 21 |
|
|
2019
Q4 | $130M | Buy |
1,771,112
+40,828
| +2% | +$2.63M | 1.09% | 20 |
|
|
2019
Q3 | $96.9M | Buy |
1,730,284
+56,664
| +3% | +$2.96M | 0.92% | 20 |
|
|
2019
Q2 | $82.8M | Buy |
1,673,620
+83,768
| +5% | +$4.08M | 0.84% | 20 |
|
|
2019
Q1 | $75.5M | Buy |
1,589,852
+182,440
| +13% | +$7.74M | 0.85% | 20 |
|
|
2018
Q4 | $55.5M | Buy |
1,407,412
+83,320
| +6% | +$4.04M | 0.74% | 24 |
|
|
2018
Q3 | $74.7M | Buy |
1,324,092
+36,896
| +3% | +$1.92M | 0.96% | 19 |
|
|
2018
Q2 | $59.6M | Buy |
1,287,196
+47,060
| +4% | +$2.13M | 0.84% | 20 |
|
|
2018
Q1 | $52M | Buy |
1,240,136
+66,904
| +6% | +$2.88M | 0.81% | 19 |
|
|
2017
Q4 | $49.6M | Buy |
1,173,232
+60,488
| +5% | +$2.53M | 0.85% | 19 |
|
|
2017
Q3 | $42.9M | Buy |
1,112,744
+18,768
| +2% | +$728K | 0.84% | 19 |
|
|
2017
Q2 | $39.4M | Buy |
1,093,976
+528
| +0% | +$19.5K | 0.86% | 19 |
|
|
2017
Q1 | $39.4M | Buy |
1,093,448
+79,500
| +8% | +$2.62M | 0.99% | 16 |
|
|
2016
Q4 | $29.4M | Buy |
1,013,948
+121,208
| +14% | +$3.44M | 0.87% | 18 |
|
|
2016
Q3 | $25M | Buy |
892,740
+199,672
| +29% | +$5.28M | 0.84% | 16 |
|
|
2016
Q2 | $16.6M | Buy |
693,068
+16,060
| +2% | +$399K | 0.64% | 54 |
|
|
2016
Q1 | $18.4M | Buy |
677,008
+87,364
| +15% | +$2.18M | 0.85% | 19 |
|
|
2015
Q4 | $15.5M | Buy |
589,644
+452,752
| +331% | +$12.9M | 0.85% | 24 |
|
|
2015
Q3 | $3.77M | Buy |
136,892
+6,144
| +5% | +$180K | 0.25% | 91 |
|
|
2015
Q2 | $3.84M | Buy |
130,748
+13,236
| +11% | +$423K | 0.27% | 93 |
|
|
2015
Q1 | $3.65M | Sell |
117,512
-540
| -0.5% | -$16.3K | 0.3% | 88 |
|
|
2014
Q4 | $3.26M | Buy |
118,052
+40,888
| +53% | +$1.11M | 0.33% | 87 |
|
|
2014
Q3 | $1.94M | Buy |
77,164
+21,900
| +40% | +$537K | 0.25% | 87 |
|
|
2014
Q2 | $1.28M | Buy |
+55,264
| New | +$1.18M | 0.21% | 79 |
|
|
2014
Q1 | – | Sell |
-16,884
| Closed | -$338K | – | 88 |
|
|
2013
Q4 | $338K | Buy |
+16,884
| New | +$319K | 0.11% | 81 |
|
Other funds holding AAPL
AWA
