Badgley Phelps Wealth Managers’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167M | Sell |
813,411
-1,029
| -0.1% | -$211K | 3.7% | 4 |
|
|
2025
Q1 | $181M | Sell |
814,440
-988
| -0.1% | -$219K | 4.37% | 3 |
|
|
2024
Q4 | $204M | Buy |
815,428
+1,049
| +0.1% | +$263K | 4.77% | 2 |
|
|
2024
Q3 | $190M | Buy |
814,379
+2,837
| +0.3% | +$661K | 4.41% | 3 |
|
|
2024
Q2 | $171M | Buy |
811,542
+811,189
| +229,799% | +$171M | 4.23% | 3 |
|
|
2024
Q1 | $60.6K | Sell |
353
-877,939
| -100% | -$151M | ﹤0.01% | 252 |
|
|
2023
Q4 | $169M | Buy |
878,292
+142,940
| +19% | +$27.5M | 4.61% | 2 |
|
|
2023
Q3 | $126M | Sell |
735,352
-8,163
| -1% | -$1.4M | 4.29% | 3 |
|
|
2023
Q2 | $144M | Buy |
743,515
+23,289
| +3% | +$4.52M | 4.76% | 3 |
|
|
2023
Q1 | $119M | Sell |
720,226
-11,217
| -2% | -$1.85M | 4.37% | 3 |
|
|
2022
Q4 | $95M | Buy |
731,443
+9,742
| +1% | +$1.27M | 3.8% | 3 |
|
|
2022
Q3 | $99.7M | Buy |
721,701
+8,825
| +1% | +$1.22M | 4.28% | 2 |
|
|
2022
Q2 | $97.5M | Buy |
712,876
+2,709
| +0.4% | +$370K | 4.01% | 3 |
|
|
2022
Q1 | $124M | Sell |
710,167
-2,594
| -0.4% | -$453K | 4.32% | 3 |
|
|
2021
Q4 | $127M | Buy |
712,761
+12,197
| +2% | +$2.17M | 4.11% | 3 |
|
|
2021
Q3 | $99.1M | Buy |
+700,564
| New | +$99.1M | 3.6% | 3 |
|