WEC
Winslow Evans & Crocker’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $28.6M | Sell |
215,752
-7,249
| -3% | -$962K | 5.42% | 1 |
|
|
2020
Q3 | $25.8M | Buy |
223,001
+167,202
| +300% | +$19.4M | 6.39% | 1 |
|
|
2020
Q2 | $20.4M | Buy |
55,799
+745
| +1% | +$272K | 5.43% | 1 |
|
|
2020
Q1 | $14M | Sell |
55,054
-450
| -0.8% | -$114K | 4.61% | 2 |
|
|
2019
Q4 | $16.3M | Buy |
55,504
+1,032
| +2% | +$303K | 4.15% | 1 |
|
|
2019
Q3 | $12.2M | Sell |
54,472
-138
| -0.3% | -$30.9K | 3.41% | 1 |
|
|
2019
Q2 | $10.8M | Sell |
54,610
-232
| -0.4% | -$45.9K | 3.01% | 3 |
|
|
2019
Q1 | $10.4M | Buy |
54,842
+5,558
| +11% | +$1.06M | 2.96% | 2 |
|
|
2018
Q4 | $7.78M | Buy |
49,284
+8,342
| +20% | +$1.32M | 2.61% | 3 |
|
|
2018
Q3 | $9.24M | Sell |
40,942
-602
| -1% | -$136K | 2.81% | 2 |
|
|
2018
Q2 | $7.69M | Buy |
41,544
+200
| +0.5% | +$37K | 2.41% | 3 |
|
|
2018
Q1 | $6.94M | Buy |
41,344
+2,368
| +6% | +$397K | 2.25% | 6 |
|
|
2017
Q4 | $6.6M | Sell |
38,976
-1,280
| -3% | -$217K | 2.12% | 5 |
|
|
2017
Q3 | $6.2M | Sell |
40,256
-11,758
| -23% | -$1.81M | 2.06% | 5 |
|
|
2017
Q2 | $7.49M | Buy |
52,014
+2,558
| +5% | +$368K | 2.05% | 5 |
|
|
2017
Q1 | $7.1M | Sell |
49,456
-5,906
| -11% | -$848K | 2.23% | 5 |
|
|
2016
Q4 | $6.41M | Sell |
55,362
-7,746
| -12% | -$897K | 1.97% | 6 |
|
|
2016
Q3 | $7.13M | Buy |
63,108
+3,430
| +6% | +$388K | 2.04% | 6 |
|
|
2016
Q2 | $5.71M | Buy |
59,678
+3,145
| +6% | +$301K | 1.7% | 7 |
|
|
2016
Q1 | $6.16M | Buy |
56,533
+873
| +2% | +$95.1K | 1.86% | 7 |
|
|
2015
Q4 | $5.86M | Buy |
55,660
+2,644
| +5% | +$278K | 1.68% | 7 |
|
|
2015
Q3 | $5.85M | Sell |
53,016
-7,516
| -12% | -$829K | 1.84% | 6 |
|
|
2015
Q2 | $7.59M | Buy |
60,532
+2,624
| +5% | +$329K | 2.14% | 4 |
|
|
2015
Q1 | $7.21M | Buy |
57,908
+6,666
| +13% | +$829K | 2.04% | 4 |
|
|
2014
Q4 | $5.66M | Sell |
51,242
-504
| -1% | -$55.6K | 1.61% | 7 |
|
|
2014
Q3 | $5.21M | Buy |
51,746
+16,085
| +45% | +$1.62M | 1.5% | 8 |
|
|
2014
Q2 | $3.31M | Buy |
35,661
+30,907
| +650% | +$2.87M | 1.1% | 14 |
|
|
2014
Q1 | $2.55M | Sell |
4,754
-1,620
| -25% | -$870K | 0.88% | 26 |
|
|
2013
Q4 | $3.58M | Buy |
+6,374
| New | +$3.58M | 1.22% | 11 |
|