Barrett & Company’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 | $7.19M | Sell |
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|
2025
Q2 | $6.33M | Buy |
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|
2025
Q1 | $6.78M | Buy |
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|
2024
Q4 | $7.18M | Buy |
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|
2024
Q3 | $6.37M | Sell |
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|
2024
Q2 | $6.54M | Buy |
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|
2024
Q1 | $5.31M | Buy |
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|
2023
Q4 | $5.06M | Sell |
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|
2023
Q3 | $4.69M | Buy |
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|
2023
Q2 | $5.23M | Buy |
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|
2023
Q1 | $4.42M | Sell |
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|
2022
Q4 | $3.66M | Hold |
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|
2022
Q3 | $3.66M | Buy |
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