Private Wealth Advisors (Pennsylvania)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $19.9M | Buy |
150,104
+3,587
| +2% | +$431K | 11.35% | 1 |
|
|
2020
Q3 | $17M | Sell |
146,517
-3,859
| -3% | -$421K | 10.86% | 1 |
|
|
2020
Q2 | $13.7M | Sell |
150,376
-484
| -0.3% | -$37.5K | 9.37% | 1 |
|
|
2020
Q1 | $10.9M | Sell |
150,860
-844
| -0.6% | -$62.1K | 8.27% | 1 |
|
|
2019
Q4 | $12M | Sell |
151,704
-49,508
| -25% | -$3.19M | 6.42% | 1 |
|
|
2019
Q3 | $11.3M | Sell |
201,212
-110,576
| -35% | -$5.78M | 5.74% | 1 |
|
|
2019
Q2 | $15.4M | Buy |
311,788
+2,172
| +0.7% | +$106K | 5.47% | 1 |
|
|
2019
Q1 | $14.7M | Buy |
309,616
+964
| +0.3% | +$40.9K | 5.49% | 1 |
|
|
2018
Q4 | $12.2M | Sell |
308,652
-34,588
| -10% | -$1.68M | 5.28% | 1 |
|
|
2018
Q3 | $19.4M | Sell |
343,240
-632
| -0.2% | -$32.9K | 7.16% | 1 |
|
|
2018
Q2 | $15.9M | Buy |
343,872
+9,196
| +3% | +$417K | 6.34% | 1 |
|
|
2018
Q1 | $14M | Sell |
334,676
-10,736
| -3% | -$462K | 5.62% | 1 |
|
|
2017
Q4 | $14.6M | Sell |
345,412
-10,968
| -3% | -$458K | 5.66% | 1 |
|
|
2017
Q3 | $13.7M | Sell |
356,380
-3,032
| -0.8% | -$118K | 5.64% | 1 |
|
|
2017
Q2 | $12.9M | Sell |
359,412
-12,736
| -3% | -$471K | 5.54% | 1 |
|
|
2017
Q1 | $13.4M | Sell |
372,148
-7,904
| -2% | -$260K | 5.99% | 1 |
|
|
2016
Q4 | $11M | Sell |
380,052
-9,984
| -3% | -$283K | 5.11% | 2 |
|
|
2016
Q3 | $11M | Sell |
390,036
-4,324
| -1% | -$114K | 5.23% | 1 |
|
|
2016
Q2 | $9.43M | Buy |
394,360
+9,584
| +2% | +$238K | 4.63% | 3 |
|
|
2016
Q1 | $10.5M | Buy |
384,776
+3,792
| +1% | +$94.5K | 5.58% | 1 |
|
|
2015
Q4 | $10M | Sell |
380,984
-74,728
| -16% | -$2.14M | 5.64% | 1 |
|
|
2015
Q3 | $12.6M | Buy |
455,712
+6,960
| +2% | +$204K | 6.29% | 1 |
|
|
2015
Q2 | $14.1M | Sell |
448,752
-9,192
| -2% | -$294K | 6.39% | 1 |
|
|
2015
Q1 | $14.2M | Sell |
457,944
-16,640
| -4% | -$502K | 6.67% | 1 |
|
|
2014
Q4 | $13.1M | Sell |
474,584
-8,300
| -2% | -$226K | 6.33% | 1 |
|
|
2014
Q3 | $12.2M | Sell |
482,884
-8,496
| -2% | -$209K | 6.41% | 1 |
|
|
2014
Q2 | $11.4M | Sell |
491,380
-2,344
| -0.5% | -$49.9K | 5.86% | 1 |
|
|
2014
Q1 | $9.46M | Sell |
493,724
-5,460
| -1% | -$104K | 5.15% | 1 |
|
|
2013
Q4 | $10M | Sell |
499,184
-3,276
| -0.7% | -$61.9K | 5.46% | 1 |
|
|
2013
Q3 | $8.55M | Sell |
502,460
-44,128
| -8% | -$732K | 5.04% | 1 |
|
|
2013
Q2 | $7.74M | Buy |
+546,588
| New | +$8.41M | 4.82% | 2 |
|
Other funds holding AAPL
Private Wealth Advisors (Pennsylvania)'s AAPL Position: Q4 2020 in Review
Private Wealth Advisors (Pennsylvania) increased its Apple (AAPL) stake by 2.4% in Q4 2020, buying an estimated $431K and bringing the position to 150,104 shares worth $19.9M. The position accounts for 11.35% of the portfolio, ranked #1.
Private Wealth Advisors (Pennsylvania) first reported a position in AAPL in Q2 2013 and has held it in 31 quarters since. 3,847 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.
- Private Wealth Advisors (Pennsylvania) held 150,104 shares of Apple worth $19.9M as of Q4 2020.
- Private Wealth Advisors (Pennsylvania) bought 3,587 Apple shares in Q4 2020, an estimated $431K.
- Apple made up 11.35% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #1 holding.
- Private Wealth Advisors (Pennsylvania) first reported a position in Apple in Q2 2013 and has held it in 31 quarters since.
- 3,847 funds tracked by Wall St. Rank held Apple as of Q4 2020.
Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.