Baugh & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.6M | Sell |
66,574
-3,262
| -5% | -$619K | 6.58% | 2 |
|
2025
Q1 | $14.9M | Sell |
69,836
-493
| -0.7% | -$105K | 7.54% | 2 |
|
2024
Q4 | $17M | Sell |
70,329
-34
| -0% | -$8.23K | 8.82% | 2 |
|
2024
Q3 | $15.8M | Buy |
70,363
+1,842
| +3% | +$414K | 8.15% | 2 |
|
2024
Q2 | $15.3M | Sell |
68,521
-3,941
| -5% | -$877K | 7.92% | 2 |
|
2024
Q1 | $12.4M | Sell |
72,462
-7
| -0% | -$1.2K | 6.61% | 2 |
|
2023
Q4 | $14M | Sell |
72,469
-1,346
| -2% | -$259K | 8.02% | 2 |
|
2023
Q3 | $12.6M | Sell |
73,815
-94
| -0.1% | -$16.1K | 7.9% | 2 |
|
2023
Q2 | $14.3M | Buy |
73,909
+1,028
| +1% | +$199K | 8.63% | 2 |
|
2023
Q1 | $12.2M | Sell |
72,881
-1,390
| -2% | -$233K | 7.8% | 2 |
|
2022
Q4 | $9.65M | Sell |
74,271
-76
| -0.1% | -$9.88K | 6.25% | 2 |
|
2022
Q3 | $10.3M | Sell |
74,347
-337
| -0.5% | -$46.6K | 7.27% | 2 |
|
2022
Q2 | $10.2M | Sell |
74,684
-73
| -0.1% | -$9.98K | 6.87% | 2 |
|
2022
Q1 | $13.1M | Sell |
74,757
-322
| -0.4% | -$56.2K | 7.67% | 2 |
|
2021
Q4 | $13.3M | Sell |
75,079
-159
| -0.2% | -$28.2K | 7.37% | 2 |
|
2021
Q3 | $10.6M | Sell |
75,238
-149
| -0.2% | -$21.1K | 6.52% | 2 |
|
2021
Q2 | $10.3M | Sell |
75,387
-614
| -0.8% | -$84.1K | 6.4% | 2 |
|
2021
Q1 | $9.28M | Buy |
76,001
+463
| +0.6% | +$56.6K | 6.13% | 2 |
|
2020
Q4 | $10M | Sell |
75,538
-1,285
| -2% | -$171K | 7.15% | 2 |
|
2020
Q3 | $8.9M | Sell |
76,823
-2,125
| -3% | -$246K | 6.98% | 2 |
|
2020
Q2 | $7.2M | Sell |
78,948
-568
| -0.7% | -$51.8K | 5.75% | 2 |
|
2020
Q1 | $5.06M | Sell |
79,516
-16
| -0% | -$1.02K | 4.89% | 3 |
|
2019
Q4 | $5.84M | Sell |
79,532
-1,024
| -1% | -$75.2K | 4.26% | 2 |
|
2019
Q3 | $4.51M | Sell |
80,556
-224
| -0.3% | -$12.5K | 3.5% | 6 |
|
2019
Q2 | $4M | Buy |
80,780
+264
| +0.3% | +$13.1K | 3.17% | 8 |
|
2019
Q1 | $3.82M | Buy |
80,516
+4,800
| +6% | +$228K | 3.06% | 11 |
|
2018
Q4 | $2.99M | Buy |
75,716
+1,176
| +2% | +$46.4K | 2.57% | 19 |
|
2018
Q3 | $4.21M | Buy |
74,540
+220
| +0.3% | +$12.4K | 3.36% | 8 |
|
2018
Q2 | $3.44M | Sell |
74,320
-36,628
| -33% | -$1.69M | 3% | 12 |
|
2018
Q1 | $4.65M | Sell |
110,948
-628
| -0.6% | -$26.3K | 3.75% | 4 |
|
2017
Q4 | $4.72M | Buy |
+111,576
| New | +$4.72M | 3.98% | 4 |
|