Bard Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117M | Sell |
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|
2025
Q2 | $95.2M | Sell |
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|
2025
Q1 | $106M | Sell |
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|
2024
Q4 | $122M | Buy |
|
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|
2024
Q3 | $113M | Sell |
|
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|
2024
Q2 | $118M | Sell |
|
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|
2024
Q1 | $97.5M | Sell |
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|
2023
Q4 | $113M | Buy |
|
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|
2023
Q3 | $99.3M | Sell |
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|
2023
Q2 | $113M | Sell |
|
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|
2023
Q1 | $96.9M | Sell |
|
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|
2022
Q4 | $76.9M | Sell |
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|
2022
Q3 | $82.3M | Sell |
|
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|
2022
Q2 | $82.2M | Buy |
|
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|
2022
Q1 | $105M | Sell |
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|
2021
Q4 | $108M | Sell |
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|
2021
Q3 | $86.8M | Sell |
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|
2021
Q2 | $84.7M | Sell |
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|
2021
Q1 | $75.6M | Sell |
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|
2020
Q4 | $85.1M | Buy |
|