BWFA
Baltimore-Washington Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5M | Buy |
226,876
+8,983
| +4% | +$1.84M | 2.17% | 12 |
|
|
2025
Q1 | $48.4M | Buy |
217,893
+2,248
| +1% | +$499K | 2.57% | 6 |
|
|
2024
Q4 | $54M | Buy |
215,645
+428
| +0.2% | +$107K | 2.77% | 6 |
|
|
2024
Q3 | $50.1M | Buy |
215,217
+1,304
| +0.6% | +$304K | 2.7% | 7 |
|
|
2024
Q2 | $45.1M | Buy |
213,913
+4,489
| +2% | +$945K | 2.6% | 7 |
|
|
2024
Q1 | $35.9M | Buy |
209,424
+3,967
| +2% | +$680K | 2.23% | 11 |
|
|
2023
Q4 | $39.6M | Buy |
205,457
+9,827
| +5% | +$1.89M | 2.74% | 6 |
|
|
2023
Q3 | $33.5M | Sell |
195,630
-3,268
| -2% | -$560K | 2.71% | 6 |
|
|
2023
Q2 | $38.6M | Sell |
198,898
-47,997
| -19% | -$9.31M | 3.07% | 5 |
|
|
2023
Q1 | $40.7M | Sell |
246,895
-2,345
| -0.9% | -$387K | 3.59% | 3 |
|
|
2022
Q4 | $32.4M | Sell |
249,240
-4,911
| -2% | -$638K | 3.17% | 4 |
|
|
2022
Q3 | $46M | Buy |
254,151
+12,247
| +5% | +$2.22M | 3.86% | 5 |
|
|
2022
Q2 | $33.1M | Buy |
241,904
+7,318
| +3% | +$1M | 3.54% | 4 |
|
|
2022
Q1 | $28.7M | Sell |
234,586
-9,975
| -4% | -$1.22M | 2.8% | 4 |
|
|
2021
Q4 | $43.4M | Buy |
244,561
+6,189
| +3% | +$1.1M | 3.51% | 4 |
|
|
2021
Q3 | $33.7M | Buy |
238,372
+1,669
| +0.7% | +$236K | 2.97% | 4 |
|
|
2021
Q2 | $32.4M | Sell |
236,703
-1,021
| -0.4% | -$140K | 3.02% | 4 |
|
|
2021
Q1 | $29M | Sell |
237,724
-552
| -0.2% | -$67.4K | 2.96% | 4 |
|
|
2020
Q4 | $31.6M | Buy |
238,276
+682
| +0.3% | +$90.5K | 3.45% | 3 |
|
|
2020
Q3 | $27.5M | Buy |
237,594
+175,437
| +282% | +$20.3M | 3.56% | 3 |
|
|
2020
Q2 | $22.7M | Sell |
62,157
-1,797
| -3% | -$656K | 3.12% | 5 |
|
|
2020
Q1 | $16.3M | Sell |
63,954
-1,002
| -2% | -$255K | 2.93% | 4 |
|
|
2019
Q4 | $19.1M | Sell |
64,956
-615
| -0.9% | -$181K | 2.8% | 4 |
|
|
2019
Q3 | $14.7M | Sell |
65,571
-979
| -1% | -$219K | 2.41% | 7 |
|
|
2019
Q2 | $13.2M | Buy |
66,550
+786
| +1% | +$156K | 2.22% | 10 |
|
|
2019
Q1 | $12.5M | Sell |
65,764
-1,590
| -2% | -$302K | 2.19% | 9 |
|
|
2018
Q4 | $10.6M | Buy |
67,354
+154
| +0.2% | +$24.3K | 2.2% | 8 |
|
|
2018
Q3 | $15.2M | Buy |
67,200
+835
| +1% | +$188K | 2.74% | 5 |
|
|
2018
Q2 | $12.3M | Buy |
66,365
+1,243
| +2% | +$230K | 2.44% | 6 |
|
|
2018
Q1 | $10.9M | Sell |
65,122
-66,981
| -51% | -$11.2M | 2.39% | 6 |
|
|
2017
Q4 | $22.4M | Buy |
132,103
+64,080
| +94% | +$10.8M | 4.7% | 1 |
|
|
2017
Q3 | $10.5M | Buy |
68,023
+105
| +0.2% | +$16.2K | 2.38% | 6 |
|
|
2017
Q2 | $9.78M | Sell |
67,918
-29
| -0% | -$4.18K | 2.35% | 7 |
|
|
2017
Q1 | $9.76M | Sell |
67,947
-943
| -1% | -$135K | 2.49% | 7 |
|
|
2016
Q4 | $7.98M | Sell |
68,890
-2,476
| -3% | -$287K | 2.18% | 17 |
|
|
2016
Q3 | $8.07M | Sell |
71,366
-20,873
| -23% | -$2.36M | 2.3% | 11 |
|
|
2016
Q2 | $8.82M | Sell |
92,239
-4,450
| -5% | -$425K | 2.62% | 4 |
|
|
2016
Q1 | $10.5M | Buy |
96,689
+2,482
| +3% | +$270K | 3.2% | 1 |
|
|
2015
Q4 | $9.92M | Buy |
94,207
+4,725
| +5% | +$497K | 3.1% | 1 |
|
|
2015
Q3 | $9.87M | Buy |
89,482
+1,636
| +2% | +$180K | 3.13% | 1 |
|
|
2015
Q2 | $11M | Buy |
87,846
+531
| +0.6% | +$66.6K | 3.28% | 1 |
|
|
2015
Q1 | $10.9M | Buy |
87,315
+40
| +0% | +$4.98K | 3.16% | 1 |
|
|
2014
Q4 | $9.63M | Buy |
87,275
+2,568
| +3% | +$283K | 2.86% | 1 |
|
|
2014
Q3 | $8.53M | Sell |
84,707
-491
| -0.6% | -$49.5K | 2.74% | 2 |
|
|
2014
Q2 | $7.92M | Buy |
85,198
+73,139
| +607% | +$6.8M | 2.46% | 2 |
|
|
2014
Q1 | $6.47M | Buy |
12,059
+27
| +0.2% | +$14.5K | 2.21% | 3 |
|
|
2013
Q4 | $6.75M | Buy |
12,032
+1,404
| +13% | +$788K | 2.28% | 3 |
|
|
2013
Q3 | $5.07M | Buy |
10,628
+9,941
| +1,447% | +$4.74M | 2.01% | 12 |
|
|
2013
Q2 | $272K | Buy |
+687
| New | +$272K | 0.12% | 85 |
|