Baron Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Sell |
31,219
-876
| -3% | -$180K | 2.27% | 7 |
|
|
2025
Q1 | $7.13M | Buy |
32,095
+1,171
| +4% | +$260K | 3.13% | 6 |
|
|
2024
Q4 | $7.74M | Buy |
30,924
+371
| +1% | +$92.9K | 3.64% | 4 |
|
|
2024
Q3 | $7.12M | Sell |
30,553
-1,527
| -5% | -$356K | 3.43% | 3 |
|
|
2024
Q2 | $6.76M | Buy |
32,080
+833
| +3% | +$175K | 3.5% | 4 |
|
|
2024
Q1 | $5.36M | Sell |
31,247
-1,291
| -4% | -$221K | 2.84% | 5 |
|
|
2023
Q4 | $6.26M | Buy |
32,538
+2,511
| +8% | +$483K | 3.43% | 4 |
|
|
2023
Q3 | $5.14M | Sell |
30,027
-4,036
| -12% | -$691K | 3.28% | 5 |
|
|
2023
Q2 | $6.61M | Sell |
34,063
-484
| -1% | -$93.9K | 4.19% | 4 |
|
|
2023
Q1 | $5.7M | Buy |
34,547
+32
| +0.1% | +$5.28K | 4.03% | 4 |
|
|
2022
Q4 | $4.48M | Buy |
+34,515
| New | +$4.48M | 3.44% | 5 |
|