BIM
Barton Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
28,784
-410
| -1% | -$84.1K | 0.61% | 18 |
|
|
2025
Q1 | $6.48M | Hold |
29,194
| – | – | 0.8% | 18 |
|
|
2024
Q4 | $7.31M | Sell |
29,194
-2,150
| -7% | -$538K | 0.78% | 17 |
|
|
2024
Q3 | $7.3M | Hold |
31,344
| – | – | 0.91% | 17 |
|
|
2024
Q2 | $6.6M | Sell |
31,344
-1,700
| -5% | -$358K | 0.88% | 16 |
|
|
2024
Q1 | $5.67M | Buy |
33,044
+75
| +0.2% | +$12.9K | 0.69% | 17 |
|
|
2023
Q4 | $6.35M | Hold |
32,969
| – | – | 0.83% | 16 |
|
|
2023
Q3 | $5.64M | Sell |
32,969
-760
| -2% | -$130K | 0.91% | 16 |
|
|
2023
Q2 | $6.54M | Buy |
33,729
+110
| +0.3% | +$21.3K | 0.98% | 15 |
|
|
2023
Q1 | $5.54M | Sell |
33,619
-285
| -0.8% | -$47K | 0.98% | 15 |
|
|
2022
Q4 | $4.41M | Buy |
33,904
+1,444
| +4% | +$188K | 0.87% | 17 |
|
|
2022
Q3 | $4.49M | Hold |
32,460
| – | – | 0.91% | 17 |
|
|
2022
Q2 | $4.44M | Hold |
32,460
| – | – | 0.9% | 16 |
|
|
2022
Q1 | $5.67M | Sell |
32,460
-125
| -0.4% | -$21.8K | 0.72% | 16 |
|
|
2021
Q4 | $5.79M | Buy |
32,585
+5,245
| +19% | +$931K | 0.5% | 16 |
|
|
2021
Q3 | $3.87M | Hold |
27,340
| – | – | 0.32% | 18 |
|
|
2021
Q2 | $3.74M | Sell |
27,340
-200
| -0.7% | -$27.4K | 0.31% | 18 |
|
|
2021
Q1 | $3.36M | Buy |
27,540
+7,486
| +37% | +$914K | 0.31% | 18 |
|
|
2020
Q4 | $2.66M | Sell |
20,054
-206
| -1% | -$27.3K | 0.23% | 20 |
|
|
2020
Q3 | $2.35M | Buy |
20,260
+15,195
| +300% | +$1.76M | 0.23% | 20 |
|
|
2020
Q2 | $1.85M | Hold |
5,065
| – | – | 0.19% | 21 |
|
|
2020
Q1 | $1.29M | Buy |
5,065
+105
| +2% | +$26.7K | 0.2% | 21 |
|
|
2019
Q4 | $1.46M | Hold |
4,960
| – | – | 0.23% | 20 |
|
|
2019
Q3 | $1.11M | Hold |
4,960
| – | – | 0.19% | 21 |
|
|
2019
Q2 | $982K | Sell |
4,960
-480
| -9% | -$95K | 0.15% | 21 |
|
|
2019
Q1 | $1.03M | Buy |
5,440
+95
| +2% | +$18K | 0.17% | 21 |
|
|
2018
Q4 | $843K | Buy |
5,345
+280
| +6% | +$44.2K | 0.17% | 23 |
|
|
2018
Q3 | $1.14M | Sell |
5,065
-50
| -1% | -$11.3K | 0.18% | 20 |
|
|
2018
Q2 | $946K | Buy |
5,115
+180
| +4% | +$33.3K | 0.15% | 23 |
|
|
2018
Q1 | $828K | Hold |
4,935
| – | – | 0.15% | 24 |
|
|
2017
Q4 | $835K | Sell |
4,935
-50
| -1% | -$8.46K | 0.18% | 23 |
|
|
2017
Q3 | $768K | Hold |
4,985
| – | – | 0.18% | 24 |
|
|
2017
Q2 | $718K | Hold |
4,985
| – | – | 0.19% | 24 |
|
|
2017
Q1 | $716K | Buy |
4,985
+100
| +2% | +$14.4K | 0.21% | 24 |
|
|
2016
Q4 | $565K | Hold |
4,885
| – | – | 0.19% | 28 |
|
|
2016
Q3 | $552K | Hold |
4,885
| – | – | 0.19% | 27 |
|
|
2016
Q2 | $467K | Sell |
4,885
-2,716
| -36% | -$260K | 0.17% | 29 |
|
|
2016
Q1 | $828K | Buy |
7,601
+2,656
| +54% | +$289K | 0.23% | 28 |
|
|
2015
Q4 | $521K | Hold |
4,945
| – | – | 0.17% | 28 |
|
|
2015
Q3 | $545K | Sell |
4,945
-130
| -3% | -$14.3K | 0.2% | 30 |
|
|
2015
Q2 | $637K | Sell |
5,075
-350
| -6% | -$43.9K | 0.23% | 30 |
|
|
2015
Q1 | $675K | Hold |
5,425
| – | – | 0.25% | 30 |
|
|
2014
Q4 | $599K | Hold |
5,425
| – | – | 0.23% | 30 |
|
|
2014
Q3 | $547K | Sell |
5,425
-2,100
| -28% | -$212K | 0.21% | 32 |
|
|
2014
Q2 | $699K | Buy |
7,525
+6,450
| +600% | +$599K | 0.27% | 28 |
|
|
2014
Q1 | $577K | Sell |
1,075
-69
| -6% | -$37K | 0.24% | 30 |
|
|
2013
Q4 | $642K | Buy |
1,144
+19
| +2% | +$10.7K | 0.26% | 29 |
|
|
2013
Q3 | $536K | Hold |
1,125
| – | – | 0.24% | 29 |
|
|
2013
Q2 | $446K | Buy |
+1,125
| New | +$446K | 0.23% | 35 |
|