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Robertson Stephens Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,774
Closed -$255K 66
2017
Q2
$255K Sell
1,774
-2,445
-58% -$351K 0.23% 61
2017
Q1
$606K Sell
4,219
-19,967
-83% -$2.87M 0.54% 44
2016
Q4
$2.8M Buy
+24,186
New +$2.8M 1.6% 19