WCM
Weatherstone Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.06M | Sell |
5,603
-17,635
| -76% | -$3.35M | 1.13% | 16 |
|
|
2018
Q4 | $4.87M | Buy |
23,238
+17,416
| +299% | +$3.65M | 1.2% | 21 |
|
|
2018
Q3 | $1.31M | Sell |
5,822
-490
| -8% | -$111K | 1.01% | 15 |
|
|
2018
Q2 | $1.17M | Sell |
6,312
-323
| -5% | -$59.8K | 0.93% | 6 |
|
|
2018
Q1 | $1.11M | Buy |
6,635
+638
| +11% | +$107K | 0.84% | 11 |
|
|
2017
Q4 | $1.02M | Buy |
5,997
+607
| +11% | +$103K | 0.68% | 18 |
|
|
2017
Q3 | $831K | Sell |
5,390
-2
| -0% | -$308 | 0.57% | 20 |
|
|
2017
Q2 | $777K | Buy |
5,392
+364
| +7% | +$52.5K | 0.51% | 23 |
|
|
2017
Q1 | $722K | Sell |
5,028
-1,655
| -25% | -$238K | 0.81% | 21 |
|
|
2016
Q4 | $774K | Buy |
6,683
+526
| +9% | +$60.9K | 0.51% | 17 |
|
|
2016
Q3 | $696K | Buy |
6,157
+1,689
| +38% | +$191K | 0.57% | 25 |
|
|
2016
Q2 | $427K | Sell |
4,468
-2,805
| -39% | -$268K | 0.36% | 37 |
|
|
2016
Q1 | $793K | Buy |
7,273
+1,262
| +21% | +$138K | 0.57% | 27 |
|
|
2015
Q4 | $633K | Buy |
6,011
+848
| +16% | +$89.3K | 0.72% | 28 |
|
|
2015
Q3 | $569K | Buy |
5,163
+235
| +5% | +$25.9K | 0.53% | 29 |
|
|
2015
Q2 | $618K | Buy |
4,928
+634
| +15% | +$79.5K | 0.55% | 37 |
|
|
2015
Q1 | $539K | Buy |
4,294
+261
| +6% | +$32.8K | 0.33% | 40 |
|
|
2014
Q4 | $445K | Buy |
4,033
+1,172
| +41% | +$129K | 0.26% | 42 |
|
|
2014
Q3 | $288K | Buy |
+2,861
| New | +$288K | 0.15% | 42 |
|