SVA Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $44.3M | Sell |
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2020
Q3 | $41.4M | Sell |
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2020
Q2 | $33.2M | Sell |
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2020
Q1 | $23.3M | Sell |
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2019
Q4 | $27.4M | Buy |
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2019
Q3 | $20.9M | Sell |
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2019
Q2 | $18.5M | Sell |
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2019
Q1 | $20M | Sell |
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2018
Q4 | $16.7M | Sell |
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2018
Q3 | $24.2M | Sell |
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2018
Q2 | $20.2M | Sell |
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2018
Q1 | $17.2M | Buy |
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2017
Q4 | $18.6M | Sell |
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2017
Q3 | $17.2M | Buy |
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2017
Q2 | $15.9M | Buy |
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2017
Q1 | $15.6M | Sell |
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2016
Q4 | $13M | Sell |
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2016
Q3 | $12.8M | Buy |
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2016
Q2 | $10.6M | Buy |
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2016
Q1 | $12M | Buy |
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2015
Q4 | $11.5M | Buy |
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2015
Q3 | $11.8M | Buy |
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2015
Q2 | $13M | Buy |
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2015
Q1 | $12.5M | Buy |
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2014
Q4 | $3.39M | Buy |
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2014
Q3 | $2.71M | Buy |
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2014
Q2 | $2.49M | Buy |
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2014
Q1 | $2M | Buy |
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2013
Q4 | $1.92M | Buy |
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