Wunderlich Capital Managemnt’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.74M | Sell |
31,987
-111
| -0.3% | -$23.4K | 3.01% | 5 |
|
|
2024
Q1 | $5.5M | Sell |
32,098
-1,840
| -5% | -$316K | 2.48% | 5 |
|
|
2023
Q4 | $6.53M | Sell |
33,938
-674
| -2% | -$130K | 2.94% | 4 |
|
|
2023
Q3 | $5.93M | Sell |
34,612
-125
| -0.4% | -$21.4K | 2.92% | 4 |
|
|
2023
Q2 | $6.74M | Sell |
34,737
-121
| -0.3% | -$23.5K | 3.31% | 2 |
|
|
2023
Q1 | $5.75M | Buy |
34,858
+18
| +0.1% | +$2.97K | 2.99% | 2 |
|
|
2022
Q4 | $4.53M | Sell |
34,840
-40
| -0.1% | -$5.2K | 2.52% | 8 |
|
|
2022
Q3 | $4.82M | Buy |
34,880
+558
| +2% | +$77.1K | 3.08% | 2 |
|
|
2022
Q2 | $4.69M | Sell |
34,322
-97
| -0.3% | -$13.3K | 2.73% | 5 |
|
|
2022
Q1 | $6.01M | Sell |
34,419
-527
| -2% | -$92K | 2.84% | 3 |
|
|
2021
Q4 | $6.21M | Sell |
34,946
-177
| -0.5% | -$31.4K | 2.76% | 2 |
|
|
2021
Q3 | $4.97M | Sell |
35,123
-1,221
| -3% | -$173K | 2.39% | 5 |
|
|
2021
Q2 | $4.98M | Sell |
36,344
-349
| -1% | -$47.8K | 2.52% | 6 |
|
|
2021
Q1 | $4.48M | Sell |
36,693
-1,619
| -4% | -$198K | 2.45% | 6 |
|
|
2020
Q4 | $5.08M | Sell |
38,312
-1,075
| -3% | -$143K | 2.82% | 4 |
|
|
2020
Q3 | $4.56M | Sell |
39,387
-2,221
| -5% | -$257K | 2.82% | 5 |
|
|
2020
Q2 | $3.8M | Sell |
41,608
-704
| -2% | -$64.2K | 2.66% | 6 |
|
|
2020
Q1 | $2.69M | Sell |
42,312
-1,588
| -4% | -$101K | 2.22% | 9 |
|
|
2019
Q4 | $3.22M | Sell |
43,900
-836
| -2% | -$61.4K | 2.03% | 5 |
|
|
2019
Q3 | $2.51M | Sell |
44,736
-140
| -0.3% | -$7.84K | 1.72% | 12 |
|
|
2019
Q2 | $2.22M | Buy |
44,876
+580
| +1% | +$28.7K | 1.47% | 19 |
|
|
2019
Q1 | $2.1M | Buy |
44,296
+820
| +2% | +$38.9K | 1.47% | 20 |
|
|
2018
Q4 | $1.71M | Sell |
43,476
-256
| -0.6% | -$10.1K | 1.32% | 31 |
|
|
2018
Q3 | $2.47M | Sell |
43,732
-2,916
| -6% | -$165K | 1.75% | 9 |
|
|
2018
Q2 | $2.16M | Sell |
46,648
-476
| -1% | -$22K | 1.5% | 15 |
|
|
2018
Q1 | $1.98M | Sell |
47,124
-1,080
| -2% | -$45.3K | 1.36% | 19 |
|
|
2017
Q4 | $2.04M | Sell |
48,204
-24
| -0% | -$1.02K | 1.41% | 17 |
|
|
2017
Q3 | $1.86M | Sell |
48,228
-900
| -2% | -$34.7K | 1.39% | 21 |
|
|
2017
Q2 | $1.77M | Sell |
49,128
-636
| -1% | -$22.9K | 1.32% | 20 |
|
|
2017
Q1 | $1.79M | Sell |
49,764
-14,204
| -22% | -$510K | 1.39% | 16 |
|
|
2016
Q4 | $1.85M | Sell |
63,968
-1,324
| -2% | -$38.3K | 1.51% | 12 |
|
|
2016
Q3 | $1.85M | Buy |
65,292
+1,248
| +2% | +$35.3K | 1.47% | 12 |
|
|
2016
Q2 | $1.53M | Buy |
64,044
+1,680
| +3% | +$40.2K | 1.29% | 22 |
|
|
2016
Q1 | $1.7M | Buy |
62,364
+360
| +0.6% | +$9.81K | 1.46% | 13 |
|
|
2015
Q4 | $1.63M | Buy |
62,004
+816
| +1% | +$21.5K | 1.4% | 15 |
|
|
2015
Q3 | $1.69M | Sell |
61,188
-604
| -1% | -$16.7K | 1.56% | 10 |
|
|
2015
Q2 | $1.94M | Sell |
61,792
-1,988
| -3% | -$62.3K | 1.88% | 6 |
|
|
2015
Q1 | $1.98M | Sell |
63,780
-448
| -0.7% | -$13.9K | 1.79% | 7 |
|
|
2014
Q4 | $1.77M | Buy |
64,228
+1,716
| +3% | +$47.3K | 1.5% | 8 |
|
|
2014
Q3 | $1.57M | Sell |
62,512
-8,440
| -12% | -$212K | 1.41% | 12 |
|
|
2014
Q2 | $1.65M | Sell |
70,952
-2,184
| -3% | -$50.8K | 1.51% | 8 |
|
|
2014
Q1 | $1.4M | Sell |
73,136
-3,752
| -5% | -$71.8K | 1.32% | 15 |
|
|
2013
Q4 | $1.54M | Buy |
+76,888
| New | +$1.54M | 1.48% | 15 |
|