Sunflower Bank Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.88M | Sell |
50,740
-9,956
| -16% | -$1.15M | 1.97% | 9 |
|
|
2020
Q2 | $5.54M | Sell |
60,696
-340
| -0.6% | -$31K | 1.86% | 12 |
|
|
2020
Q1 | $3.88M | Sell |
61,036
-25,560
| -30% | -$1.62M | 1.47% | 11 |
|
|
2019
Q4 | $6.36M | Sell |
86,596
-9,840
| -10% | -$722K | 1.94% | 11 |
|
|
2019
Q3 | $5.4M | Buy |
96,436
+40
| +0% | +$2.24K | 1.73% | 13 |
|
|
2019
Q2 | $4.77M | Sell |
96,396
-1,776
| -2% | -$87.9K | 1.54% | 14 |
|
|
2019
Q1 | $4.66M | Sell |
98,172
-2,800
| -3% | -$133K | 1.4% | 16 |
|
|
2018
Q4 | $3.98M | Sell |
100,972
-5,340
| -5% | -$211K | 1.28% | 16 |
|
|
2018
Q3 | $6M | Sell |
106,312
-660
| -0.6% | -$37.2K | 1.69% | 12 |
|
|
2018
Q2 | $4.95M | Sell |
106,972
-2,000
| -2% | -$92.5K | 1.45% | 16 |
|
|
2018
Q1 | $4.57M | Sell |
108,972
-4,100
| -4% | -$172K | 1.26% | 18 |
|
|
2017
Q4 | $4.78M | Sell |
113,072
-400
| -0.4% | -$16.9K | 1.29% | 17 |
|
|
2017
Q3 | $4.37M | Buy |
113,472
+224
| +0.2% | +$8.63K | 1.58% | 13 |
|
|
2017
Q2 | $4.08M | Buy |
113,248
+1,428
| +1% | +$51.4K | 1.38% | 16 |
|
|
2017
Q1 | $4.02M | Sell |
111,820
-400
| -0.4% | -$14.4K | 1.37% | 16 |
|
|
2016
Q4 | $3.25M | Hold |
112,220
| – | – | 1.16% | 16 |
|
|
2016
Q3 | $3.17M | Hold |
112,220
| – | – | 1.16% | 16 |
|
|
2016
Q2 | $2.68M | Buy |
112,220
+280
| +0.3% | +$6.69K | 0.94% | 23 |
|
|
2016
Q1 | $3.05M | Sell |
111,940
-5,880
| -5% | -$160K | 1.09% | 19 |
|
|
2015
Q4 | $3.1M | Buy |
117,820
+720
| +0.6% | +$18.9K | 1.09% | 20 |
|
|
2015
Q3 | $3.23M | Sell |
117,100
-1,600
| -1% | -$44.1K | 1.18% | 19 |
|
|
2015
Q2 | $3.72M | Sell |
118,700
-5,460
| -4% | -$171K | 1.27% | 17 |
|
|
2015
Q1 | $3.86M | Sell |
124,160
-3,700
| -3% | -$115K | 1.27% | 16 |
|
|
2014
Q4 | $3.53M | Sell |
127,860
-8,024
| -6% | -$221K | 1.12% | 18 |
|
|
2014
Q3 | $3.42M | Buy |
135,884
+6,020
| +5% | +$152K | 1.17% | 17 |
|
|
2014
Q2 | $3.02M | Buy |
129,864
+95,200
| +275% | +$2.21M | 1.23% | 21 |
|
|
2014
Q1 | $664K | Hold |
34,664
| – | – | 0.32% | 51 |
|
|
2013
Q4 | $695K | Buy |
34,664
+364
| +1% | +$7.3K | 0.35% | 51 |
|
|
2013
Q3 | $584K | Sell |
34,300
-700
| -2% | -$11.9K | 0.32% | 54 |
|
|
2013
Q2 | $496K | Buy |
+35,000
| New | +$496K | 0.27% | 56 |
|