SCM
Stellar Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.41M | Buy |
3,873
+500
| +15% | +$182K | 0.96% | 39 |
|
|
2020
Q1 | $858K | Buy |
3,373
+4
| +0.1% | +$1.02K | 0.71% | 42 |
|
|
2019
Q4 | $989K | Hold |
3,369
| – | – | 0.58% | 45 |
|
|
2019
Q3 | $754K | Sell |
3,369
-694
| -17% | -$155K | 0.49% | 48 |
|
|
2019
Q2 | $772K | Hold |
4,063
| – | – | 0.5% | 48 |
|
|
2019
Q1 | $772K | Sell |
4,063
-272
| -6% | -$51.7K | 0.5% | 48 |
|
|
2018
Q4 | $684K | Buy |
4,335
+128
| +3% | +$20.2K | 0.54% | 48 |
|
|
2018
Q3 | $950K | Sell |
4,207
-331
| -7% | -$74.7K | 0.61% | 46 |
|
|
2018
Q2 | $840K | Buy |
4,538
+4
| +0.1% | +$740 | 0.55% | 47 |
|
|
2018
Q1 | $761K | Hold |
4,534
| – | – | 0.49% | 47 |
|
|
2017
Q4 | $767K | Buy |
4,534
+28
| +0.6% | +$4.74K | 0.51% | 48 |
|
|
2017
Q3 | $695K | Sell |
4,506
-140
| -3% | -$21.6K | 0.49% | 49 |
|
|
2017
Q2 | $669K | Sell |
4,646
-330
| -7% | -$47.5K | 0.49% | 51 |
|
|
2017
Q1 | $715K | Sell |
4,976
-90
| -2% | -$12.9K | 0.54% | 51 |
|
|
2016
Q4 | $587K | Buy |
+5,066
| New | +$587K | 0.48% | 50 |
|
|
2016
Q2 | $530K | Sell |
5,546
-400
| -7% | -$38.2K | 0.58% | 46 |
|
|
2016
Q1 | $648K | Buy |
5,946
+500
| +9% | +$54.5K | 0.72% | 46 |
|
|
2015
Q4 | $573K | Buy |
5,446
+150
| +3% | +$15.8K | 0.69% | 44 |
|
|
2015
Q3 | $584K | Buy |
5,296
+207
| +4% | +$22.8K | 0.76% | 44 |
|
|
2015
Q2 | $638K | Sell |
5,089
-355
| -7% | -$44.5K | 0.7% | 46 |
|
|
2015
Q1 | $677K | Buy |
5,444
+245
| +5% | +$30.5K | 0.66% | 48 |
|
|
2014
Q4 | $573K | Hold |
5,199
| – | – | 0.62% | 47 |
|
|
2014
Q3 | $524K | Hold |
5,199
| – | – | 0.58% | 47 |
|
|
2014
Q2 | $483K | Buy |
5,199
+4,458
| +602% | +$414K | 0.53% | 48 |
|
|
2014
Q1 | $398K | Hold |
741
| – | – | 0.45% | 54 |
|
|
2013
Q4 | $416K | Buy |
+741
| New | +$416K | 0.44% | 55 |
|