WCM
Weld Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,959
| Closed | -$1.5M | – | 1 |
|
|
2021
Q2 | $1.5M | Buy |
+10,959
| New | +$1.5M | 1.52% | 6 |
|
|
2020
Q2 | – | Sell |
-2,671
| Closed | -$679K | – | 450 |
|
|
2020
Q1 | $679K | Sell |
2,671
-4,542
| -63% | -$1.15M | 0.35% | 95 |
|
|
2019
Q4 | $2.12M | Buy |
7,213
+5,149
| +249% | +$1.51M | 0.41% | 52 |
|
|
2019
Q3 | $462K | Sell |
2,064
-5,347
| -72% | -$1.2M | 0.08% | 405 |
|
|
2019
Q2 | $1.47M | Sell |
7,411
-9,971
| -57% | -$1.97M | 0.27% | 100 |
|
|
2019
Q1 | $3.3M | Buy |
+17,382
| New | +$3.3M | 0.6% | 2 |
|