Private Wealth Advisors (Pennsylvania)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $19.9M | Buy |
150,104
+3,587
| +2% | +$476K | 11.35% | 1 |
|
|
2020
Q3 | $17M | Sell |
146,517
-3,859
| -3% | -$447K | 10.86% | 1 |
|
|
2020
Q2 | $13.7M | Sell |
150,376
-484
| -0.3% | -$44.1K | 9.37% | 1 |
|
|
2020
Q1 | $10.9M | Sell |
150,860
-844
| -0.6% | -$61K | 8.27% | 1 |
|
|
2019
Q4 | $12M | Sell |
151,704
-49,508
| -25% | -$3.93M | 6.42% | 1 |
|
|
2019
Q3 | $11.3M | Sell |
201,212
-110,576
| -35% | -$6.19M | 5.74% | 1 |
|
|
2019
Q2 | $15.4M | Buy |
311,788
+2,172
| +0.7% | +$107K | 5.47% | 1 |
|
|
2019
Q1 | $14.7M | Buy |
309,616
+964
| +0.3% | +$45.8K | 5.49% | 1 |
|
|
2018
Q4 | $12.2M | Sell |
308,652
-34,588
| -10% | -$1.36M | 5.28% | 1 |
|
|
2018
Q3 | $19.4M | Sell |
343,240
-632
| -0.2% | -$35.7K | 7.16% | 1 |
|
|
2018
Q2 | $15.9M | Buy |
343,872
+9,196
| +3% | +$426K | 6.34% | 1 |
|
|
2018
Q1 | $14M | Sell |
334,676
-10,736
| -3% | -$450K | 5.62% | 1 |
|
|
2017
Q4 | $14.6M | Sell |
345,412
-10,968
| -3% | -$464K | 5.66% | 1 |
|
|
2017
Q3 | $13.7M | Sell |
356,380
-3,032
| -0.8% | -$117K | 5.64% | 1 |
|
|
2017
Q2 | $12.9M | Sell |
359,412
-12,736
| -3% | -$459K | 5.54% | 1 |
|
|
2017
Q1 | $13.4M | Sell |
372,148
-7,904
| -2% | -$284K | 5.99% | 1 |
|
|
2016
Q4 | $11M | Sell |
380,052
-9,984
| -3% | -$289K | 5.11% | 2 |
|
|
2016
Q3 | $11M | Sell |
390,036
-4,324
| -1% | -$122K | 5.23% | 1 |
|
|
2016
Q2 | $9.43M | Buy |
394,360
+9,584
| +2% | +$229K | 4.63% | 3 |
|
|
2016
Q1 | $10.5M | Buy |
384,776
+3,792
| +1% | +$103K | 5.58% | 1 |
|
|
2015
Q4 | $10M | Sell |
380,984
-74,728
| -16% | -$1.97M | 5.64% | 1 |
|
|
2015
Q3 | $12.6M | Buy |
455,712
+6,960
| +2% | +$192K | 6.29% | 1 |
|
|
2015
Q2 | $14.1M | Sell |
448,752
-9,192
| -2% | -$288K | 6.39% | 1 |
|
|
2015
Q1 | $14.2M | Sell |
457,944
-16,640
| -4% | -$518K | 6.67% | 1 |
|
|
2014
Q4 | $13.1M | Sell |
474,584
-8,300
| -2% | -$229K | 6.33% | 1 |
|
|
2014
Q3 | $12.2M | Sell |
482,884
-8,496
| -2% | -$214K | 6.41% | 1 |
|
|
2014
Q2 | $11.4M | Sell |
491,380
-2,344
| -0.5% | -$54.5K | 5.86% | 1 |
|
|
2014
Q1 | $9.47M | Sell |
493,724
-5,460
| -1% | -$105K | 5.15% | 1 |
|
|
2013
Q4 | $10M | Sell |
499,184
-3,276
| -0.7% | -$65.6K | 5.46% | 1 |
|
|
2013
Q3 | $8.56M | Sell |
502,460
-44,128
| -8% | -$751K | 5.04% | 1 |
|
|
2013
Q2 | $7.74M | Buy |
+546,588
| New | +$7.74M | 4.82% | 2 |
|