BPFA
Barnes Pettey Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
7,061
+76
| +1% | +$15.6K | 0.97% | 25 |
|
|
2025
Q1 | $1.55M | Sell |
6,985
-147
| -2% | -$32.7K | 1.21% | 21 |
|
|
2024
Q4 | $1.79M | Sell |
7,132
-146
| -2% | -$36.6K | 1.36% | 18 |
|
|
2024
Q3 | $1.7M | Sell |
7,278
-1,049
| -13% | -$244K | 1.35% | 19 |
|
|
2024
Q2 | $1.75M | Sell |
8,327
-2,061
| -20% | -$434K | 1.51% | 17 |
|
|
2024
Q1 | $1.78M | Sell |
10,388
-1,554
| -13% | -$266K | 1.54% | 16 |
|
|
2023
Q4 | $2.3M | Sell |
11,942
-155
| -1% | -$29.8K | 1.87% | 17 |
|
|
2023
Q3 | $2.07M | Sell |
12,097
-67
| -0.6% | -$11.5K | 1.9% | 16 |
|
|
2023
Q2 | $2.36M | Buy |
12,164
+66
| +0.5% | +$12.8K | 2.04% | 15 |
|
|
2023
Q1 | $2M | Sell |
12,098
-526
| -4% | -$86.7K | 1.91% | 16 |
|
|
2022
Q4 | $1.64M | Sell |
12,624
-581
| -4% | -$75.5K | 1.69% | 19 |
|
|
2022
Q3 | $1.83M | Sell |
13,205
-1,141
| -8% | -$158K | 2.49% | 8 |
|
|
2022
Q2 | $1.96M | Sell |
14,346
-664
| -4% | -$90.8K | 2.53% | 8 |
|
|
2022
Q1 | $2.62M | Buy |
15,010
+544
| +4% | +$95K | 3.17% | 5 |
|
|
2021
Q4 | $2.57M | Buy |
+14,466
| New | +$2.57M | 2.95% | 8 |
|