WAM
Wealthspire Advisors (Maryland)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $31.9M | Buy |
275,695
+183,714
| +200% | +$21.3M | 1.13% | 18 |
|
|
2020
Q2 | $33.6M | Buy |
91,981
+1,026
| +1% | +$374K | 2.4% | 7 |
|
|
2020
Q1 | $23.1M | Sell |
90,955
-6,039
| -6% | -$1.54M | 2.01% | 11 |
|
|
2019
Q4 | $28.5M | Buy |
96,994
+614
| +0.6% | +$180K | 1.91% | 12 |
|
|
2019
Q3 | $21.6M | Sell |
96,380
-2,187
| -2% | -$490K | 1.58% | 15 |
|
|
2019
Q2 | $19.5M | Sell |
98,567
-2,802
| -3% | -$555K | 1.46% | 15 |
|
|
2019
Q1 | $19.3M | Buy |
101,369
+2,644
| +3% | +$502K | 1.45% | 15 |
|
|
2018
Q4 | $15.6M | Buy |
98,725
+4,107
| +4% | +$648K | 1.39% | 16 |
|
|
2018
Q3 | $21.4M | Sell |
94,618
-449
| -0.5% | -$101K | 1.76% | 12 |
|
|
2018
Q2 | $17.6M | Sell |
95,067
-926
| -1% | -$171K | 1.59% | 14 |
|
|
2018
Q1 | $16.1M | Buy |
95,993
+1,942
| +2% | +$326K | 1.52% | 14 |
|
|
2017
Q4 | $15.9M | Buy |
94,051
+1,612
| +2% | +$273K | 1.55% | 13 |
|
|
2017
Q3 | $14.2M | Sell |
92,439
-1,123
| -1% | -$173K | 1.55% | 12 |
|
|
2017
Q2 | $13.5M | Buy |
93,562
+25,649
| +38% | +$3.69M | 1.6% | 12 |
|
|
2017
Q1 | $9.76M | Buy |
67,913
+2,681
| +4% | +$385K | 1.39% | 11 |
|
|
2016
Q4 | $7.56M | Buy |
65,232
+2,124
| +3% | +$246K | 1.13% | 13 |
|
|
2016
Q3 | $7.13M | Buy |
63,108
+526
| +0.8% | +$59.5K | 1.11% | 13 |
|
|
2016
Q2 | $5.98M | Buy |
62,582
+4,676
| +8% | +$447K | 1% | 14 |
|
|
2016
Q1 | $6.31M | Buy |
57,906
+304
| +0.5% | +$33.1K | 1.11% | 13 |
|
|
2015
Q4 | $6.06M | Buy |
+57,602
| New | +$6.06M | 1.13% | 14 |
|