Baron Silver Stevens Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
65,136
+23,155
| +55% | +$4.75M | 2.14% | 14 |
|
|
2025
Q1 | $9.33M | Sell |
41,981
-1,848
| -4% | -$410K | 1.63% | 19 |
|
|
2024
Q4 | $11M | Buy |
43,829
+1,232
| +3% | +$309K | 1.86% | 17 |
|
|
2024
Q3 | $9.93M | Sell |
42,597
-1,541
| -3% | -$359K | 1.73% | 19 |
|
|
2024
Q2 | $9.3M | Sell |
44,138
-866
| -2% | -$182K | 1.76% | 18 |
|
|
2024
Q1 | $7.72M | Buy |
45,004
+1,982
| +5% | +$340K | 1.49% | 20 |
|
|
2023
Q4 | $8.28M | Sell |
43,022
-1,778
| -4% | -$342K | 1.74% | 19 |
|
|
2023
Q3 | $7.67M | Sell |
44,800
-291
| -0.6% | -$49.8K | 1.74% | 20 |
|
|
2023
Q2 | $8.75M | Sell |
45,091
-541
| -1% | -$105K | 1.92% | 19 |
|
|
2023
Q1 | $7.52M | Buy |
45,632
+860
| +2% | +$142K | 1.96% | 17 |
|
|
2022
Q4 | $5.82M | Sell |
44,772
-260
| -0.6% | -$33.8K | 1.43% | 20 |
|
|
2022
Q3 | $336 | Sell |
45,032
-5,485
| -11% | -$41 | 0.09% | 61 |
|
|
2022
Q2 | $6.91M | Buy |
50,517
+5,840
| +13% | +$798K | 1.79% | 19 |
|
|
2022
Q1 | $7.8M | Buy |
44,677
+5,551
| +14% | +$969K | 1.83% | 18 |
|
|
2021
Q4 | $6.95M | Buy |
39,126
+1,137
| +3% | +$202K | 1.64% | 18 |
|
|
2021
Q3 | $5.38M | Buy |
37,989
+5,845
| +18% | +$827K | 1.43% | 19 |
|
|
2021
Q2 | $4.4M | Buy |
32,144
+5,283
| +20% | +$723K | 1.19% | 18 |
|
|
2021
Q1 | $3.28M | Sell |
26,861
-568
| -2% | -$69.4K | 1.78% | 10 |
|
|
2020
Q4 | $3.64M | Buy |
+27,429
| New | +$3.64M | 1.25% | 15 |
|