WA
WFG Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7.44M | Buy |
51,659
+16,765
| +48% | +$2.41M | 1.68% | 2 |
|
|
2017
Q1 | $5.01M | Sell |
34,894
-14,972
| -30% | -$2.15M | 1.34% | 6 |
|
|
2016
Q4 | $5.78M | Sell |
49,866
-24,708
| -33% | -$2.86M | 1.41% | 3 |
|
|
2016
Q3 | $8.43M | Sell |
74,574
-1,357
| -2% | -$153K | 2.1% | 2 |
|
|
2016
Q2 | $7.26M | Buy |
75,931
+12,371
| +19% | +$1.18M | 1.94% | 3 |
|
|
2016
Q1 | $6.93M | Sell |
63,560
-12,800
| -17% | -$1.39M | 2% | 3 |
|
|
2015
Q4 | $8.04M | Buy |
76,360
+6,894
| +10% | +$726K | 2.4% | 1 |
|
|
2015
Q3 | $7.66M | Buy |
69,466
+4,708
| +7% | +$519K | 2.4% | 1 |
|
|
2015
Q2 | $8.12M | Buy |
64,758
+16,900
| +35% | +$2.12M | 2.24% | 3 |
|
|
2015
Q1 | $5.96M | Sell |
47,858
-50,930
| -52% | -$6.34M | 1.66% | 5 |
|
|
2014
Q4 | $10.9M | Sell |
98,788
-2,907
| -3% | -$321K | 2.21% | 3 |
|
|
2014
Q3 | $10.2M | Buy |
101,695
+1,554
| +2% | +$157K | 1.95% | 4 |
|
|
2014
Q2 | $9.31M | Buy |
100,141
+85,877
| +602% | +$7.98M | 1.74% | 4 |
|
|
2014
Q1 | $7.66M | Sell |
14,264
-639
| -4% | -$343K | 1.54% | 4 |
|
|
2013
Q4 | $8.36M | Sell |
14,903
-240
| -2% | -$135K | 1.19% | 7 |
|
|
2013
Q3 | $7.22M | Buy |
15,143
+374
| +3% | +$178K | 1.12% | 7 |
|
|
2013
Q2 | $5.86M | Buy |
+14,769
| New | +$5.86M | 0.97% | 10 |
|