Baron Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
5,715
-278
| -5% | -$57K | 0.69% | 32 |
|
|
2025
Q1 | $1.33M | Sell |
5,993
-908
| -13% | -$202K | 0.84% | 32 |
|
|
2024
Q4 | $1.73M | Buy |
6,901
+2
| +0% | +$501 | 1.07% | 29 |
|
|
2024
Q3 | $1.61M | Sell |
6,899
-168
| -2% | -$39.1K | 0.98% | 31 |
|
|
2024
Q2 | $1.49M | Sell |
7,067
-2,401
| -25% | -$506K | 0.95% | 31 |
|
|
2024
Q1 | $1.62M | Sell |
9,468
-257
| -3% | -$44.1K | 1% | 31 |
|
|
2023
Q4 | $1.87M | Buy |
9,725
+3
| +0% | +$578 | 1.19% | 27 |
|
|
2023
Q3 | $1.66M | Sell |
9,722
-57
| -0.6% | -$9.76K | 1.08% | 28 |
|
|
2023
Q2 | $1.9M | Sell |
9,779
-66
| -0.7% | -$12.8K | 1.17% | 26 |
|
|
2023
Q1 | $1.62M | Buy |
9,845
+28
| +0.3% | +$4.62K | 1.03% | 30 |
|
|
2022
Q4 | $1.28M | Buy |
9,817
+517
| +6% | +$67.2K | 0.85% | 32 |
|
|
2022
Q3 | $1.29M | Buy |
9,300
+138
| +2% | +$19.1K | 0.87% | 34 |
|
|
2022
Q2 | $1.25M | Buy |
9,162
+437
| +5% | +$59.7K | 0.83% | 30 |
|
|
2022
Q1 | $1.52M | Sell |
8,725
-89
| -1% | -$15.5K | 0.88% | 29 |
|
|
2021
Q4 | $1.57M | Sell |
8,814
-20
| -0.2% | -$3.55K | 0.89% | 30 |
|
|
2021
Q3 | $1.25M | Buy |
8,834
+1
| +0% | +$141 | 0.76% | 31 |
|
|
2021
Q2 | $1.21M | Buy |
8,833
+100
| +1% | +$13.7K | 0.75% | 31 |
|
|
2021
Q1 | $1.07M | Buy |
8,733
+1,446
| +20% | +$177K | 0.73% | 32 |
|
|
2020
Q4 | $967K | Buy |
7,287
+140
| +2% | +$18.6K | 0.77% | 29 |
|
|
2020
Q3 | $828K | Buy |
+7,147
| New | +$828K | 0.78% | 27 |
|