Wintrust Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.27M | Sell |
21,047
-974
| -4% | -$244K | 4.64% | 2 |
|
|
2024
Q3 | $5.13M | Sell |
22,021
-197,089
| -90% | -$45.9M | 3.8% | 3 |
|
|
2024
Q2 | $46.1M | Buy |
219,110
+53,299
| +32% | +$11.2M | 3.76% | 3 |
|
|
2024
Q1 | $28.4M | Sell |
165,811
-19,205
| -10% | -$3.29M | 2.51% | 8 |
|
|
2023
Q4 | $35.6M | Sell |
185,016
-6,069
| -3% | -$1.17M | 3.45% | 6 |
|
|
2023
Q3 | $32.7M | Buy |
191,085
+3,608
| +2% | +$618K | 3.43% | 6 |
|
|
2023
Q2 | $36.4M | Sell |
187,477
-4,342
| -2% | -$842K | 3.65% | 5 |
|
|
2023
Q1 | $31.6M | Sell |
191,819
-75,943
| -28% | -$12.5M | 4.04% | 6 |
|
|
2022
Q4 | $33.3M | Buy |
267,762
+2,155
| +0.8% | +$268K | 4.34% | 5 |
|
|
2022
Q3 | $36.6M | Sell |
265,607
-50,873
| -16% | -$7.01M | 4.58% | 2 |
|
|
2022
Q2 | $43.4M | Sell |
316,480
-11,141
| -3% | -$1.53M | 5.19% | 2 |
|
|
2022
Q1 | $56.4M | Sell |
327,621
-21,979
| -6% | -$3.78M | 5.43% | 1 |
|
|
2021
Q4 | $60.9M | Sell |
349,600
-19,331
| -5% | -$3.37M | 5.79% | 1 |
|
|
2021
Q3 | $52.2M | Sell |
368,931
-870
| -0.2% | -$123K | 7.04% | 1 |
|
|
2021
Q2 | $50.8M | Buy |
369,801
+28,249
| +8% | +$3.88M | 5.21% | 1 |
|
|
2021
Q1 | $41.6M | Buy |
341,552
+338,352
| +10,574% | +$41.2M | 4.31% | 2 |
|
|
2020
Q4 | $284K | Sell |
3,200
-340,495
| -99% | -$30.2M | 0.08% | 140 |
|
|
2020
Q3 | $39.8M | Buy |
343,695
+2,799
| +0.8% | +$324K | 5.47% | 2 |
|
|
2020
Q2 | $31M | Sell |
340,896
-436
| -0.1% | -$39.7K | 4.34% | 2 |
|
|
2020
Q1 | $21.7M | Sell |
341,332
-2,612
| -0.8% | -$166K | 3.56% | 5 |
|
|
2019
Q4 | $25.3M | Sell |
343,944
-29,300
| -8% | -$2.15M | 3.54% | 5 |
|
|
2019
Q3 | $20.9M | Sell |
373,244
-24
| -0% | -$1.34K | 3.12% | 7 |
|
|
2019
Q2 | $18.4M | Buy |
373,268
+3,428
| +0.9% | +$169K | 2.79% | 8 |
|
|
2019
Q1 | $17.5M | Buy |
369,840
+45,496
| +14% | +$2.15M | 2.84% | 7 |
|
|
2018
Q4 | $12.8M | Buy |
324,344
+38,152
| +13% | +$1.5M | 2.39% | 8 |
|
|
2018
Q3 | $16.2M | Sell |
286,192
-41,996
| -13% | -$2.37M | 2.63% | 8 |
|
|
2018
Q2 | $15.2M | Buy |
328,188
+247,196
| +305% | +$11.4M | 2.64% | 8 |
|
|
2018
Q1 | $3.4M | Sell |
80,992
-23,392
| -22% | -$981K | 0.86% | 22 |
|
|
2017
Q4 | $4.42M | Buy |
104,384
+624
| +0.6% | +$26.4K | 1.03% | 15 |
|
|
2017
Q3 | $4M | Buy |
103,760
+784
| +0.8% | +$30.2K | 1.01% | 14 |
|
|
2017
Q2 | $3.71M | Sell |
102,976
-1,624
| -2% | -$58.5K | 0.99% | 14 |
|
|
2017
Q1 | $3.76M | Buy |
104,600
+48,264
| +86% | +$1.73M | 1.07% | 14 |
|
|
2016
Q4 | $1.63M | Sell |
56,336
-2,344
| -4% | -$67.9K | 0.68% | 23 |
|
|
2016
Q3 | $1.66M | Sell |
58,680
-13,600
| -19% | -$384K | 0.77% | 21 |
|
|
2016
Q2 | $727K | Buy |
+72,280
| New | +$727K | 1.43% | 10 |
|