Wealthspire Advisors (Maryland)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $31.9M | Sell |
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|
2020
Q2 | $33.6M | Buy |
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|
2020
Q1 | $23.1M | Sell |
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|
2019
Q4 | $28.5M | Buy |
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|
2019
Q3 | $21.6M | Sell |
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|
2019
Q2 | $19.5M | Sell |
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|
2019
Q1 | $19.3M | Buy |
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|
2018
Q4 | $15.6M | Buy |
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|
2018
Q3 | $21.4M | Sell |
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|
2018
Q2 | $17.6M | Sell |
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|
2018
Q1 | $16.1M | Buy |
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|
2017
Q4 | $15.9M | Buy |
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|
2017
Q3 | $14.2M | Sell |
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|
2017
Q2 | $13.5M | Buy |
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|
2017
Q1 | $9.76M | Buy |
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|
2016
Q4 | $7.55M | Buy |
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|
2016
Q3 | $7.13M | Buy |
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|
2016
Q2 | $5.98M | Buy |
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|
2016
Q1 | $6.31M | Buy |
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|
2015
Q4 | $6.06M | Buy |
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