BFS
Bard Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.2M | Sell |
463,863
-11,865
| -2% | -$2.43M | 11.36% | 1 |
|
|
2025
Q1 | $106M | Sell |
475,728
-12,989
| -3% | -$2.89M | 12.92% | 1 |
|
|
2024
Q4 | $122M | Buy |
488,717
+3,795
| +0.8% | +$950K | 14.68% | 1 |
|
|
2024
Q3 | $113M | Sell |
484,922
-76,260
| -14% | -$17.8M | 13.34% | 1 |
|
|
2024
Q2 | $118M | Sell |
561,182
-7,190
| -1% | -$1.51M | 12.22% | 1 |
|
|
2024
Q1 | $97.5M | Sell |
568,372
-16,855
| -3% | -$2.89M | 10.35% | 1 |
|
|
2023
Q4 | $113M | Buy |
585,227
+5,400
| +0.9% | +$1.04M | 12.63% | 1 |
|
|
2023
Q3 | $99.3M | Sell |
579,827
-1,315
| -0.2% | -$225K | 12.27% | 1 |
|
|
2023
Q2 | $113M | Sell |
581,142
-6,400
| -1% | -$1.24M | 8.54% | 1 |
|
|
2023
Q1 | $96.9M | Sell |
587,542
-4,000
| -0.7% | -$660K | 7.76% | 1 |
|
|
2022
Q4 | $76.9M | Sell |
591,542
-4,055
| -0.7% | -$527K | 6.53% | 1 |
|
|
2022
Q3 | $82.3M | Sell |
595,597
-5,990
| -1% | -$828K | 7.72% | 1 |
|
|
2022
Q2 | $82.2M | Buy |
601,587
+340
| +0.1% | +$46.5K | 7.51% | 1 |
|
|
2022
Q1 | $105M | Sell |
601,247
-5,000
| -0.8% | -$873K | 8.55% | 1 |
|
|
2021
Q4 | $108M | Sell |
606,247
-7,090
| -1% | -$1.26M | 8.68% | 1 |
|
|
2021
Q3 | $86.8M | Sell |
613,337
-4,955
| -0.8% | -$701K | 7.69% | 1 |
|
|
2021
Q2 | $84.7M | Sell |
618,292
-675
| -0.1% | -$92.4K | 7.53% | 1 |
|
|
2021
Q1 | $75.6M | Sell |
618,967
-22,186
| -3% | -$2.71M | 7.33% | 1 |
|
|
2020
Q4 | $85.1M | Buy |
+641,153
| New | +$85.1M | 8.52% | 1 |
|