Wood Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $4.17M | Sell |
133,920
-1,680
| -1% | -$52.3K | 4.18% | 2 |
|
|
2014
Q4 | $3.74M | Sell |
135,600
-138,340
| -51% | -$3.82M | 3.44% | 5 |
|
|
2014
Q3 | $6.9M | Sell |
273,940
-21,204
| -7% | -$534K | 2.54% | 18 |
|
|
2014
Q2 | $6.86M | Buy |
295,144
+15,424
| +6% | +$358K | 2.33% | 15 |
|
|
2014
Q1 | $5.36M | Sell |
279,720
-26,180
| -9% | -$502K | 1.72% | 30 |
|
|
2013
Q4 | $6.13M | Sell |
305,900
-27,608
| -8% | -$553K | 1.76% | 29 |
|
|
2013
Q3 | $5.68M | Buy |
333,508
+207,844
| +165% | +$3.54M | 1.62% | 36 |
|
|
2013
Q2 | $1.78M | Buy |
+125,664
| New | +$1.78M | 0.47% | 59 |
|