BFS
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Bare Financial Services’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
6,168
+597
+11% +$122K 0.43% 23
2025
Q1
$1.24M Buy
5,571
+43
+0.8% +$9.55K 0.48% 23
2024
Q4
$1.38M Hold
5,528
0.56% 23
2024
Q3
$1.29M Buy
5,528
+1
+0% +$233 0.53% 24
2024
Q2
$1.23M Hold
5,527
0.65% 25
2024
Q1
$941K Buy
5,527
+136
+3% +$23.2K 0.9% 23
2023
Q4
$1.04M Buy
+5,391
New +$1.04M 2.09% 13