Barton Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
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|
2025
Q1 | $6.48M | Hold |
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|
2024
Q4 | $7.31M | Sell |
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|
2024
Q3 | $7.3M | Hold |
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|
2024
Q2 | $6.6M | Sell |
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|
2024
Q1 | $5.67M | Buy |
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|
2023
Q4 | $6.35M | Hold |
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|
2023
Q3 | $5.64M | Sell |
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|
2023
Q2 | $6.54M | Buy |
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|
2023
Q1 | $5.54M | Sell |
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|
2022
Q4 | $4.41M | Buy |
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|
2022
Q3 | $4.49M | Hold |
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|
2022
Q2 | $4.44M | Hold |
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|
2022
Q1 | $5.67M | Sell |
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|
2021
Q4 | $5.79M | Buy |
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|
2021
Q3 | $3.87M | Hold |
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|
2021
Q2 | $3.74M | Sell |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $2.35M | Hold |
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|
2020
Q2 | $1.85M | Hold |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.46M | Hold |
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|
2019
Q3 | $1.11M | Hold |
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|
2019
Q2 | $982K | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $843K | Buy |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $946K | Buy |
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|
2018
Q1 | $828K | Hold |
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|
2017
Q4 | $835K | Sell |
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|
2017
Q3 | $768K | Hold |
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|
2017
Q2 | $718K | Hold |
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|
2017
Q1 | $716K | Buy |
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|
2016
Q4 | $565K | Hold |
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|
2016
Q3 | $552K | Hold |
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|
2016
Q2 | $467K | Sell |
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|
2016
Q1 | $828K | Buy |
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|
2015
Q4 | $521K | Hold |
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|
2015
Q3 | $545K | Sell |
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|
2015
Q2 | $637K | Sell |
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|
2015
Q1 | $675K | Hold |
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|
2014
Q4 | $599K | Hold |
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|
2014
Q3 | $547K | Sell |
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|
2014
Q2 | $699K | Hold |
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|
2014
Q1 | $577K | Sell |
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|
2013
Q4 | $642K | Buy |
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|
2013
Q3 | $536K | Hold |
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|
2013
Q2 | $446K | Buy |
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