Barrett Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $123M | Sell |
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|
2021
Q4 | $128M | Buy |
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|
2021
Q3 | $90.3M | Sell |
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|
2021
Q2 | $88.4M | Sell |
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|
2021
Q1 | $79.5M | Sell |
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|
2020
Q4 | $87.6M | Sell |
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|
2020
Q3 | $77.3M | Sell |
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|
2020
Q2 | $71.9M | Buy |
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|
2020
Q1 | $50M | Sell |
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|
2019
Q4 | $61.3M | Sell |
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|
2019
Q3 | $46.9M | Sell |
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|
2019
Q2 | $41.7M | Sell |
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|
2019
Q1 | $40.7M | Sell |
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|
2018
Q4 | $34M | Buy |
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|
2018
Q3 | $47.7M | Sell |
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|
2018
Q2 | $40.5M | Sell |
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|
2018
Q1 | $37M | Sell |
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|
2017
Q4 | $37.5M | Sell |
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|
2017
Q3 | $34.8M | Sell |
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|
2017
Q2 | $33.2M | Sell |
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|
2017
Q1 | $34.2M | Sell |
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|
2016
Q4 | $27.7M | Sell |
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|
2016
Q3 | $27.4M | Buy |
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|
2016
Q2 | $23M | Sell |
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|
2016
Q1 | $26.3M | Buy |
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|
2015
Q4 | $25.1M | Sell |
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|
2015
Q3 | $26.5M | Sell |
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|
2015
Q2 | $30.3M | Buy |
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|
2015
Q1 | $30.1M | Sell |
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|
2014
Q4 | $28.8M | Buy |
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|
2014
Q3 | $25.7M | Buy |
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|
2014
Q2 | $16.3M | Buy |
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|
2014
Q1 | $13M | Buy |
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|
2013
Q4 | $13.3M | Sell |
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|
2013
Q3 | $11.4M | Sell |
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|
2013
Q2 | $9.58M | Buy |
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