Baron Silver Stevens Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18M | Buy |
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|
2025
Q2 | $13.4M | Buy |
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|
2025
Q1 | $9.33M | Sell |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $9.93M | Sell |
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|
2024
Q2 | $9.3M | Sell |
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|
2024
Q1 | $7.72M | Buy |
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|
2023
Q4 | $8.28M | Sell |
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|
2023
Q3 | $7.67M | Sell |
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|
2023
Q2 | $8.75M | Sell |
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|
2023
Q1 | $7.52M | Buy |
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|
2022
Q4 | $5.82M | Sell |
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|
2022
Q3 | $336 | Sell |
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|
2022
Q2 | $6.91M | Buy |
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|
2022
Q1 | $7.8M | Buy |
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|
2021
Q4 | $6.95M | Buy |
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|
2021
Q3 | $5.38M | Buy |
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|
2021
Q2 | $4.4M | Buy |
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|
2021
Q1 | $3.28M | Sell |
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|
2020
Q4 | $3.64M | Buy |
|