VIM
Veritas Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-19,475
| Closed | -$2.25M | – | 1 |
|
|
2020
Q3 | $2.25M | Buy |
19,475
+14,044
| +259% | +$1.62M | 0.14% | 20 |
|
|
2020
Q2 | $1.98M | Sell |
5,431
-50
| -0.9% | -$18.2K | 0.13% | 19 |
|
|
2020
Q1 | $1.39M | Sell |
5,481
-1,231
| -18% | -$313K | 0.12% | 19 |
|
|
2019
Q4 | $1.97M | Buy |
6,712
+720
| +12% | +$211K | 0.15% | 17 |
|
|
2019
Q3 | $1.34M | Buy |
5,992
+776
| +15% | +$174K | 0.12% | 16 |
|
|
2019
Q2 | $1.03M | Sell |
5,216
-780
| -13% | -$154K | 0.09% | 18 |
|
|
2019
Q1 | $1.14M | Hold |
5,996
| – | – | 0.11% | 18 |
|
|
2018
Q4 | $947K | Sell |
5,996
-1,365
| -19% | -$216K | 0.12% | 16 |
|
|
2018
Q3 | $1.66M | Buy |
7,361
+1,389
| +23% | +$314K | 0.18% | 18 |
|
|
2018
Q2 | $1.09M | Hold |
5,972
| – | – | 0.14% | 17 |
|
|
2018
Q1 | $1M | Hold |
5,972
| – | – | 0.13% | 20 |
|
|
2017
Q4 | $1.01M | Hold |
5,972
| – | – | 0.14% | 20 |
|
|
2017
Q3 | $920K | Hold |
5,972
| – | – | 0.12% | 20 |
|
|
2017
Q2 | $860K | Sell |
5,972
-245
| -4% | -$35.3K | 0.13% | 21 |
|
|
2017
Q1 | $893K | Hold |
6,217
| – | – | 0.15% | 21 |
|
|
2016
Q4 | $720K | Buy |
6,217
+610
| +11% | +$70.6K | 0.13% | 26 |
|
|
2016
Q3 | $634K | Hold |
5,607
| – | – | 0.12% | 32 |
|
|
2016
Q2 | $536K | Sell |
5,607
-74
| -1% | -$7.07K | 0.1% | 32 |
|
|
2016
Q1 | $619K | Buy |
5,681
+1,250
| +28% | +$136K | 0.12% | 28 |
|
|
2015
Q4 | $466K | Hold |
4,431
| – | – | 0.09% | 41 |
|
|
2015
Q3 | $489K | Hold |
4,431
| – | – | 0.13% | 34 |
|
|
2015
Q2 | $556K | Hold |
4,431
| – | – | 0.16% | 30 |
|
|
2015
Q1 | $551K | Buy |
+4,431
| New | +$551K | 0.18% | 28 |
|
|
2014
Q4 | – | Sell |
-4,431
| Closed | -$446K | – | 27 |
|
|
2014
Q3 | $446K | Sell |
4,431
-896
| -17% | -$90.2K | 0.15% | 35 |
|
|
2014
Q2 | $495K | Buy |
5,327
+4,717
| +773% | +$438K | 0.17% | 40 |
|
|
2014
Q1 | $327K | Hold |
610
| – | – | 0.13% | 41 |
|
|
2013
Q4 | $342K | Buy |
610
+35
| +6% | +$19.6K | 0.16% | 40 |
|
|
2013
Q3 | $273K | Buy |
575
+350
| +156% | +$166K | 0.16% | 37 |
|
|
2013
Q2 | $89K | Buy |
+225
| New | +$89K | 0.06% | 48 |
|