Bank Julius Baer & Co’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05B | Buy |
5,139,131
+478,136
| +10% | +$98.1M | 3.13% | 5 |
|
|
2025
Q1 | $1.13B | Sell |
4,660,995
-148,217
| -3% | -$36.1M | 3.7% | 5 |
|
|
2024
Q4 | $1.3B | Buy |
4,809,212
+368,114
| +8% | +$99.7M | 4.02% | 5 |
|
|
2024
Q3 | $1.18B | Sell |
4,441,098
-218,310
| -5% | -$57.9M | 3.96% | 5 |
|
|
2024
Q2 | $1.07B | Sell |
4,659,408
-244,123
| -5% | -$55.8M | 4.08% | 5 |
|
|
2024
Q1 | $840M | Sell |
4,903,531
-72,530
| -1% | -$12.4M | 3.22% | 5 |
|
|
2023
Q4 | $958M | Buy |
4,976,061
+796,611
| +19% | +$153M | 4.05% | 3 |
|
|
2023
Q3 | $716M | Buy |
4,179,450
+67,243
| +2% | +$11.5M | 4.17% | 4 |
|
|
2023
Q2 | $798M | Sell |
4,112,207
-26,216
| -0.6% | -$5.09M | 4.74% | 2 |
|
|
2023
Q1 | $682M | Buy |
4,138,423
+149,278
| +4% | +$24.6M | 4.34% | 2 |
|
|
2022
Q4 | $518M | Buy |
3,989,145
+57,068
| +1% | +$7.41M | 3.54% | 4 |
|
|
2022
Q3 | $543M | Sell |
3,932,077
-308,082
| -7% | -$42.6M | 4.13% | 4 |
|
|
2022
Q2 | $580M | Sell |
4,240,159
-258,888
| -6% | -$35.4M | 4.09% | 4 |
|
|
2022
Q1 | $786M | Sell |
4,499,047
-223,945
| -5% | -$39.1M | 4.7% | 4 |
|
|
2021
Q4 | $839M | Buy |
4,722,992
+222,919
| +5% | +$39.6M | 4.48% | 4 |
|
|
2021
Q3 | $364M | Buy |
4,500,073
+236,909
| +6% | +$19.2M | 2.26% | 10 |
|
|
2021
Q2 | $584M | Buy |
4,263,164
+134,069
| +3% | +$18.4M | 3.71% | 5 |
|
|
2021
Q1 | $504M | Sell |
4,129,095
-56,503
| -1% | -$6.9M | 3.78% | 3 |
|
|
2020
Q4 | $555M | Buy |
4,185,598
+414,187
| +11% | +$55M | 4.56% | 3 |
|
|
2020
Q3 | $437M | Buy |
3,771,411
+3,682,446
| +4,139% | +$426M | 4.26% | 3 |
|
|
2020
Q2 | $309M | Buy |
88,965
+80,662
| +971% | +$280M | 3.56% | 5 |
|
|
2020
Q1 | $2.11M | Buy |
+8,303
| New | +$2.11M | 0.05% | 148 |
|