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VSR Financial Services’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$5.81M Sell
60,807
-22,234
-27% -$2.13M 0.96% 14
2016
Q1
$9.05M Buy
83,041
+5,326
+7% +$581K 0.95% 12
2015
Q4
$8.18M Buy
77,715
+12,228
+19% +$1.29M 0.87% 17
2015
Q3
$7.22M Buy
65,487
+4,240
+7% +$468K 0.82% 20
2015
Q2
$7.68M Buy
61,247
+2
+0% +$251 0.81% 16
2015
Q1
$7.62M Buy
61,245
+2,665
+5% +$332K 0.82% 21
2014
Q4
$6.47M Sell
58,580
-4,713
-7% -$520K 0.73% 25
2014
Q3
$6.38M Sell
63,293
-1,294
-2% -$130K 0.77% 20
2014
Q2
$6M Buy
64,587
+56,244
+674% +$5.23M 0.75% 25
2014
Q1
$4.48M Sell
8,343
-69
-0.8% -$37K 0.63% 28
2013
Q4
$4.72M Sell
8,412
-811
-9% -$455K 0.72% 24
2013
Q3
$4.4M Sell
9,223
-1,128
-11% -$538K 0.77% 21
2013
Q2
$4.1M Buy
+10,351
New +$4.1M 0.81% 21