Windsor Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7.74M | Sell |
214,892
-940
| -0.4% | -$33.8K | 3.61% | 4 |
|
|
2017
Q1 | $7.75M | Sell |
215,832
-12,440
| -5% | -$447K | 3.55% | 4 |
|
|
2016
Q4 | $6.61M | Sell |
228,272
-4,316
| -2% | -$125K | 3.13% | 4 |
|
|
2016
Q3 | $6.57M | Sell |
232,588
-3,640
| -2% | -$103K | 3.08% | 3 |
|
|
2016
Q2 | $5.65M | Buy |
236,228
+11,564
| +5% | +$276K | 2.58% | 9 |
|
|
2016
Q1 | $6.12M | Buy |
224,664
+10,640
| +5% | +$290K | 2.8% | 6 |
|
|
2015
Q4 | $5.63M | Sell |
214,024
-808
| -0.4% | -$21.3K | 2.74% | 8 |
|
|
2015
Q3 | $5.92M | Buy |
214,832
+4,932
| +2% | +$136K | 2.85% | 5 |
|
|
2015
Q2 | $6.58M | Sell |
209,900
-64
| -0% | -$2.01K | 2.84% | 5 |
|
|
2015
Q1 | $6.53M | Buy |
209,964
+24,376
| +13% | +$758K | 2.93% | 5 |
|
|
2014
Q4 | $5.12M | Sell |
185,588
-2,188
| -1% | -$60.4K | 2.44% | 11 |
|
|
2014
Q3 | $4.73M | Sell |
187,776
-1,588
| -0.8% | -$40K | 2.27% | 15 |
|
|
2014
Q2 | $4.4M | Sell |
189,364
-5,740
| -3% | -$133K | 2.15% | 15 |
|
|
2014
Q1 | $3.74M | Sell |
195,104
-700
| -0.4% | -$13.4K | 1.9% | 22 |
|
|
2013
Q4 | $3.92M | Buy |
195,804
+1,960
| +1% | +$39.3K | 2.17% | 16 |
|
|
2013
Q3 | $3.3M | Buy |
193,844
+840
| +0.4% | +$14.3K | 1.98% | 19 |
|
|
2013
Q2 | $2.73M | Buy |
+193,004
| New | +$2.73M | 1.73% | 25 |
|