Wealthfront’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $50.7M | Buy |
898,504
+42,872
| +5% | +$2.42M | 0.49% | 20 |
|
|
2018
Q2 | $39.6M | Sell |
855,632
-31,064
| -4% | -$1.44M | 0.4% | 21 |
|
|
2018
Q1 | $37.2M | Sell |
886,696
-19,296
| -2% | -$809K | 0.38% | 21 |
|
|
2017
Q4 | $38.3M | Buy |
905,992
+25,576
| +3% | +$1.08M | 0.43% | 22 |
|
|
2017
Q3 | $33.9M | Buy |
880,416
+25,860
| +3% | +$996K | 0.44% | 21 |
|
|
2017
Q2 | $30.8M | Buy |
854,556
+98,548
| +13% | +$3.55M | 0.46% | 20 |
|
|
2017
Q1 | $27.2M | Buy |
756,008
+351,936
| +87% | +$12.6M | 0.48% | 20 |
|
|
2016
Q4 | $11.7M | Sell |
404,072
-11,744
| -3% | -$340K | 0.26% | 23 |
|
|
2016
Q3 | $11.8M | Buy |
415,816
+156,696
| +60% | +$4.43M | 0.28% | 22 |
|
|
2016
Q2 | $6.19M | Sell |
259,120
-94,348
| -27% | -$2.25M | 0.17% | 29 |
|
|
2016
Q1 | $9.63M | Buy |
353,468
+179,896
| +104% | +$4.9M | 0.3% | 23 |
|
|
2015
Q4 | $4.57M | Sell |
173,572
-166,604
| -49% | -$4.38M | 0.16% | 28 |
|
|
2015
Q3 | $9.38M | Buy |
340,176
+125,604
| +59% | +$3.46M | 0.38% | 21 |
|
|
2015
Q2 | $6.73M | Buy |
214,572
+55,768
| +35% | +$1.75M | 0.28% | 21 |
|
|
2015
Q1 | $4.94M | Buy |
158,804
+19,516
| +14% | +$607K | 0.24% | 20 |
|
|
2014
Q4 | $3.84M | Buy |
139,288
+27,064
| +24% | +$747K | 0.22% | 21 |
|
|
2014
Q3 | $2.83M | Buy |
112,224
+29,036
| +35% | +$731K | 0.2% | 22 |
|
|
2014
Q2 | $1.96M | Buy |
83,188
+32,172
| +63% | +$757K | 0.17% | 16 |
|
|
2014
Q1 | $987K | Buy |
+51,016
| New | +$987K | 0.12% | 16 |
|