Barnett & Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
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|
2025
Q1 | $916K | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $994K | Hold |
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|
2024
Q1 | $809K | Hold |
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|
2023
Q4 | $909K | Sell |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $905K | Hold |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $658K | Hold |
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|
2022
Q3 | $700K | Hold |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $858K | Buy |
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|
2021
Q4 | $818K | Sell |
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|
2021
Q3 | $659K | Sell |
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|
2021
Q2 | $700K | Sell |
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|
2021
Q1 | $683K | Sell |
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|
2020
Q4 | $811K | Sell |
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|
2020
Q3 | $712K | Sell |
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|
2020
Q2 | $591K | Sell |
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|
2020
Q1 | $609K | Buy |
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|
2019
Q4 | $436K | Sell |
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|
2019
Q3 | $423K | Buy |
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|
2019
Q2 | $371K | Hold |
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|
2019
Q1 | $356K | Sell |
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|
2018
Q4 | $311K | Hold |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $323K | Sell |
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|
2017
Q4 | $376K | Sell |
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|
2017
Q3 | $377K | Buy |
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|
2017
Q2 | $345K | Buy |
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|
2017
Q1 | $215K | Sell |
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|
2016
Q4 | $196K | Sell |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $145K | Sell |
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|
2016
Q1 | $394K | Sell |
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|
2015
Q4 | $398K | Sell |
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|
2015
Q3 | $440K | Sell |
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|
2015
Q2 | $520K | Hold |
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|
2015
Q1 | $516K | Buy |
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|
2014
Q4 | $448K | Buy |
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|
2014
Q3 | $362K | Sell |
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|
2014
Q2 | $390K | Buy |
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|
2014
Q1 | $268K | Buy |
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