SWM
SVA Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $44.3M | Sell |
333,616
-23,780
| -7% | -$3.16M | 3.86% | 6 |
|
|
2020
Q3 | $41.4M | Buy |
357,396
+266,432
| +293% | +$30.9M | 4.1% | 6 |
|
|
2020
Q2 | $33.2M | Sell |
90,964
-823
| -0.9% | -$300K | 3.54% | 7 |
|
|
2020
Q1 | $23.3M | Sell |
91,787
-1,590
| -2% | -$404K | 2.68% | 8 |
|
|
2019
Q4 | $27.4M | Buy |
93,377
+203
| +0.2% | +$59.6K | 2.51% | 8 |
|
|
2019
Q3 | $20.9M | Sell |
93,174
-512
| -0.5% | -$115K | 2.05% | 8 |
|
|
2019
Q2 | $18.5M | Sell |
93,686
-11,807
| -11% | -$2.34M | 1.83% | 9 |
|
|
2019
Q1 | $20M | Sell |
105,493
-669
| -0.6% | -$127K | 1.94% | 8 |
|
|
2018
Q4 | $16.7M | Sell |
106,162
-998
| -0.9% | -$157K | 1.88% | 8 |
|
|
2018
Q3 | $24.2M | Sell |
107,160
-2,224
| -2% | -$502K | 2.46% | 8 |
|
|
2018
Q2 | $20.2M | Sell |
109,384
-2,375
| -2% | -$440K | 2.19% | 8 |
|
|
2018
Q1 | $17.2M | Buy |
111,759
+1,687
| +2% | +$260K | 2.13% | 7 |
|
|
2017
Q4 | $18.6M | Sell |
110,072
-1,687
| -2% | -$285K | 2.18% | 7 |
|
|
2017
Q3 | $17.2M | Buy |
111,759
+1,108
| +1% | +$171K | 2.13% | 7 |
|
|
2017
Q2 | $15.9M | Buy |
110,651
+2,163
| +2% | +$312K | 2.07% | 7 |
|
|
2017
Q1 | $15.6M | Sell |
108,488
-3,571
| -3% | -$513K | 2.11% | 7 |
|
|
2016
Q4 | $13M | Sell |
112,059
-1,227
| -1% | -$142K | 1.93% | 7 |
|
|
2016
Q3 | $12.8M | Buy |
113,286
+2,848
| +3% | +$322K | 1.99% | 7 |
|
|
2016
Q2 | $10.6M | Buy |
110,438
+44
| +0% | +$4.21K | 1.71% | 10 |
|
|
2016
Q1 | $12M | Buy |
110,394
+1,014
| +0.9% | +$111K | 1.99% | 7 |
|
|
2015
Q4 | $11.5M | Buy |
109,380
+2,122
| +2% | +$223K | 1.99% | 6 |
|
|
2015
Q3 | $11.8M | Buy |
107,258
+3,493
| +3% | +$385K | 2.21% | 5 |
|
|
2015
Q2 | $13M | Buy |
103,765
+2,952
| +3% | +$370K | 2.39% | 4 |
|
|
2015
Q1 | $12.5M | Buy |
100,813
+70,090
| +228% | +$8.72M | 2.29% | 4 |
|
|
2014
Q4 | $3.39M | Buy |
30,723
+3,877
| +14% | +$428K | 1.23% | 22 |
|
|
2014
Q3 | $2.71M | Buy |
26,846
+65
| +0.2% | +$6.55K | 1.15% | 24 |
|
|
2014
Q2 | $2.49M | Buy |
26,781
+23,054
| +619% | +$2.14M | 1.06% | 24 |
|
|
2014
Q1 | $2M | Buy |
3,727
+313
| +9% | +$168K | 0.94% | 26 |
|
|
2013
Q4 | $1.92M | Buy |
+3,414
| New | +$1.92M | 1.14% | 21 |
|