SFM
Signature Financial Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.35M | Buy |
14,898
+843
| +6% | +$133K | 0.57% | 25 |
|
|
2018
Q3 | $3.17M | Sell |
14,055
-178
| -1% | -$40.2K | 0.56% | 29 |
|
|
2018
Q2 | $2.64M | Buy |
14,233
+2,995
| +27% | +$554K | 0.56% | 31 |
|
|
2018
Q1 | $1.88M | Buy |
11,238
+649
| +6% | +$109K | 0.39% | 39 |
|
|
2017
Q4 | $1.79M | Sell |
10,589
-8,867
| -46% | -$1.5M | 0.48% | 32 |
|
|
2017
Q3 | $2.63M | Buy |
19,456
+3,022
| +18% | +$409K | 0.8% | 23 |
|
|
2017
Q2 | $2.37M | Sell |
16,434
-1,578
| -9% | -$227K | 0.74% | 28 |
|
|
2017
Q1 | $2.59M | Sell |
18,012
-232
| -1% | -$33.3K | 0.83% | 26 |
|
|
2016
Q4 | $2.11M | Buy |
18,244
+860
| +5% | +$99.6K | 0.79% | 30 |
|
|
2016
Q3 | $1.97M | Sell |
17,384
-809
| -4% | -$91.4K | 0.8% | 27 |
|
|
2016
Q2 | $1.74M | Buy |
18,193
+6,838
| +60% | +$654K | 0.82% | 26 |
|
|
2016
Q1 | $1.24M | Buy |
11,355
+407
| +4% | +$44.3K | 0.6% | 36 |
|
|
2015
Q4 | $1.15M | Sell |
10,948
-551
| -5% | -$58K | 0.56% | 30 |
|
|
2015
Q3 | $1.27M | Sell |
11,499
-22,497
| -66% | -$2.48M | 0.78% | 28 |
|
|
2015
Q2 | $4.27M | Buy |
33,996
+15,791
| +87% | +$1.98M | 2.76% | 8 |
|
|
2015
Q1 | $2.26M | Buy |
18,205
+5,585
| +44% | +$695K | 1.46% | 16 |
|
|
2014
Q4 | $1.39M | Sell |
12,620
-25,763
| -67% | -$2.85M | 0.98% | 22 |
|
|
2014
Q3 | $3.87M | Sell |
38,383
-964
| -2% | -$97.1K | 2.77% | 9 |
|
|
2014
Q2 | $3.66M | Buy |
39,347
+33,716
| +599% | +$3.13M | 2.78% | 8 |
|
|
2014
Q1 | $3.02M | Buy |
5,631
+613
| +12% | +$329K | 2.59% | 7 |
|
|
2013
Q4 | $2.81M | Buy |
5,018
+2,629
| +110% | +$1.47M | 2.2% | 9 |
|
|
2013
Q3 | $1.14M | Sell |
2,389
-3,033
| -56% | -$1.45M | 1.01% | 19 |
|
|
2013
Q2 | $2.15M | Buy |
+5,422
| New | +$2.15M | 1.47% | 12 |
|