BIA
Barry Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
21,693
-322
| -1% | -$66.1K | 1.11% | 24 |
|
|
2025
Q1 | $4.89M | Sell |
22,015
-7,024
| -24% | -$1.56M | 1.3% | 22 |
|
|
2024
Q4 | $7.27M | Sell |
29,039
-4,542
| -14% | -$1.14M | 2.34% | 11 |
|
|
2024
Q3 | $7.82M | Sell |
33,581
-1,651
| -5% | -$385K | 2.39% | 13 |
|
|
2024
Q2 | $7.42M | Sell |
35,232
-451
| -1% | -$95K | 2.5% | 11 |
|
|
2024
Q1 | $6.12M | Sell |
35,683
-187
| -0.5% | -$32.1K | 2.04% | 15 |
|
|
2023
Q4 | $6.91M | Sell |
35,870
-754
| -2% | -$145K | 2.34% | 14 |
|
|
2023
Q3 | $6.27M | Sell |
36,624
-17,540
| -32% | -$3M | 2.26% | 15 |
|
|
2023
Q2 | $10.5M | Sell |
54,164
-973
| -2% | -$189K | 3.55% | 5 |
|
|
2023
Q1 | $9.09M | Sell |
55,137
-200
| -0.4% | -$33K | 2.98% | 11 |
|
|
2022
Q4 | $7.19M | Sell |
55,337
-470
| -0.8% | -$61.1K | 2.27% | 17 |
|
|
2022
Q3 | $7.71M | Sell |
55,807
-606
| -1% | -$83.7K | 2.64% | 13 |
|
|
2022
Q2 | $7.71M | Sell |
56,413
-3,473
| -6% | -$475K | 2.31% | 16 |
|
|
2022
Q1 | $10.5M | Sell |
59,886
-468
| -0.8% | -$81.7K | 2.78% | 10 |
|
|
2021
Q4 | $10.7M | Sell |
60,354
-424
| -0.7% | -$75.3K | 2.82% | 11 |
|
|
2021
Q3 | $8.6M | Sell |
60,778
-1,135
| -2% | -$161K | 2.38% | 13 |
|
|
2021
Q2 | $8.48M | Sell |
61,913
-3,389
| -5% | -$464K | 2.27% | 16 |
|
|
2021
Q1 | $7.98M | Sell |
65,302
-2,018
| -3% | -$247K | 2.19% | 18 |
|
|
2020
Q4 | $8.93M | Sell |
67,320
-3,314
| -5% | -$440K | 2.64% | 9 |
|
|
2020
Q3 | $8.18M | Buy |
70,634
+52,900
| +298% | +$6.13M | 2.81% | 11 |
|
|
2020
Q2 | $6.47M | Sell |
17,734
-808
| -4% | -$295K | 2.29% | 19 |
|
|
2020
Q1 | $4.72M | Sell |
18,542
-16,104
| -46% | -$4.1M | 2.34% | 18 |
|
|
2019
Q4 | $11M | Sell |
34,646
-16,402
| -32% | -$5.2M | 3.85% | 8 |
|
|
2019
Q3 | $11.4M | Sell |
51,048
-833
| -2% | -$187K | 4.13% | 7 |
|
|
2019
Q2 | $10.3M | Sell |
51,881
-1,505
| -3% | -$298K | 3.52% | 9 |
|
|
2019
Q1 | $10.1M | Buy |
53,386
+45,885
| +612% | +$8.72M | 3.17% | 11 |
|
|
2018
Q4 | $1.18M | Buy |
7,501
+1,558
| +26% | +$246K | 0.44% | 36 |
|
|
2018
Q3 | $1.34M | Sell |
5,943
-258
| -4% | -$58.3K | 0.45% | 31 |
|
|
2018
Q2 | $1.15M | Sell |
6,201
-2
| -0% | -$370 | 0.44% | 31 |
|
|
2018
Q1 | $1.04M | Sell |
6,203
-633
| -9% | -$106K | 0.39% | 33 |
|
|
2017
Q4 | $1.16M | Buy |
6,836
+144
| +2% | +$24.4K | 0.43% | 33 |
|
|
2017
Q3 | $1.03M | Sell |
6,692
-588
| -8% | -$90.6K | 0.38% | 35 |
|
|
2017
Q2 | $1.05M | Sell |
7,280
-281
| -4% | -$40.5K | 0.4% | 35 |
|
|
2017
Q1 | $1.09M | Sell |
7,561
-1,389
| -16% | -$200K | 0.4% | 35 |
|
|
2016
Q4 | $1.04M | Sell |
8,950
-3,715
| -29% | -$430K | 0.36% | 38 |
|
|
2016
Q3 | $1.43M | Buy |
12,665
+538
| +4% | +$60.8K | 0.49% | 35 |
|
|
2016
Q2 | $1.16M | Buy |
12,127
+382
| +3% | +$36.5K | 0.45% | 37 |
|
|
2016
Q1 | $1.28M | Buy |
11,745
+961
| +9% | +$105K | 0.41% | 40 |
|
|
2015
Q4 | $1.14M | Buy |
10,784
+172
| +2% | +$18.1K | 0.37% | 44 |
|
|
2015
Q3 | $1.17M | Buy |
10,612
+242
| +2% | +$26.7K | 0.38% | 40 |
|
|
2015
Q2 | $1.3M | Buy |
10,370
+128
| +1% | +$16.1K | 1.31% | 16 |
|
|
2015
Q1 | $1.27M | Sell |
10,242
-463
| -4% | -$57.6K | 0.39% | 38 |
|
|
2014
Q4 | $1.18M | Buy |
+10,705
| New | +$1.18M | 0.38% | 39 |
|