Wellesley Investment Partners’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 | $2.55M | Sell |
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|
2020
Q2 | $2.12M | Sell |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $2.22M | Sell |
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|
2019
Q3 | $1.91M | Buy |
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|
2019
Q2 | $1.61M | Sell |
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|
2019
Q1 | $1.85M | Sell |
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|
2018
Q4 | $1.76M | Sell |
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|
2018
Q3 | $2.74M | Buy |
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|
2018
Q2 | $2.18M | Sell |
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|
2018
Q1 | $2M | Buy |
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|
2017
Q4 | $1.74M | Buy |
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|
2017
Q3 | $1.54M | Sell |
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|
2017
Q2 | $1.53M | Sell |
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|
2017
Q1 | $1.54M | Buy |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $712K | Buy |
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|
2016
Q1 | $724K | Buy |
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|
2015
Q4 | $553K | Buy |
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