BFA
Beaumont Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.9M | Sell |
277,438
-4,600
| -2% | -$944K | 4.12% | 3 |
|
|
2025
Q1 | $62.6M | Sell |
282,038
-795
| -0.3% | -$177K | 4.91% | 1 |
|
|
2024
Q4 | $70.8M | Sell |
282,833
-2,571
| -0.9% | -$644K | 5.31% | 1 |
|
|
2024
Q3 | $66.5M | Sell |
285,404
-5,564
| -2% | -$1.3M | 5.2% | 1 |
|
|
2024
Q2 | $61.3M | Sell |
290,968
-5,945
| -2% | -$1.25M | 4.9% | 1 |
|
|
2024
Q1 | $50.9M | Sell |
296,913
-2,709
| -0.9% | -$465K | 4.2% | 2 |
|
|
2023
Q4 | $57.7M | Sell |
299,622
-4,910
| -2% | -$945K | 5.26% | 1 |
|
|
2023
Q3 | $52.1M | Sell |
304,532
-1,887
| -0.6% | -$323K | 5.21% | 2 |
|
|
2023
Q2 | $59.4M | Sell |
306,419
-3,542
| -1% | -$687K | 5.49% | 1 |
|
|
2023
Q1 | $51.1M | Sell |
309,961
-3,276
| -1% | -$540K | 5.17% | 2 |
|
|
2022
Q4 | $40.7M | Sell |
313,237
-29,781
| -9% | -$3.87M | 4.09% | 2 |
|
|
2022
Q3 | $47.4M | Sell |
343,018
-13
| -0% | -$1.8K | 4.55% | 2 |
|
|
2022
Q2 | $46.9M | Sell |
343,031
-7,298
| -2% | -$998K | 4.21% | 2 |
|
|
2022
Q1 | $61.2M | Sell |
350,329
-10,471
| -3% | -$1.83M | 4.65% | 2 |
|
|
2021
Q4 | $64.1M | Sell |
360,800
-4,398
| -1% | -$781K | 4.65% | 3 |
|
|
2021
Q3 | $51.7M | Sell |
365,198
-15,654
| -4% | -$2.22M | 3.99% | 3 |
|
|
2021
Q2 | $52.2M | Buy |
380,852
+50,261
| +15% | +$6.88M | 3.98% | 3 |
|
|
2021
Q1 | $40.4M | Buy |
330,591
+3,701
| +1% | +$452K | 3.42% | 3 |
|
|
2020
Q4 | $43.7M | Sell |
326,890
-34,196
| -9% | -$4.58M | 3.88% | 2 |
|
|
2020
Q3 | $41.8M | Buy |
361,086
+261,825
| +264% | +$30.3M | 3.99% | 1 |
|
|
2020
Q2 | $36.2M | Sell |
99,261
-1,991
| -2% | -$726K | 3.78% | 1 |
|
|
2020
Q1 | $25.7M | Sell |
101,252
-5,941
| -6% | -$1.51M | 3.25% | 5 |
|
|
2019
Q4 | $31.5M | Sell |
107,193
-6,973
| -6% | -$2.05M | 3.1% | 3 |
|
|
2019
Q3 | $25.6M | Buy |
114,166
+5,062
| +5% | +$1.13M | 2.55% | 3 |
|
|
2019
Q2 | $21.6M | Buy |
109,104
+2,945
| +3% | +$583K | 2.23% | 10 |
|
|
2019
Q1 | $20.2M | Buy |
106,159
+8,147
| +8% | +$1.55M | 2.16% | 15 |
|
|
2018
Q4 | $15.5M | Sell |
98,012
-3,762
| -4% | -$593K | 2.52% | 10 |
|
|
2018
Q3 | $23M | Buy |
101,774
+1,476
| +1% | +$333K | 2.29% | 14 |
|
|
2018
Q2 | $18.6M | Sell |
100,298
-1,664
| -2% | -$308K | 1.96% | 16 |
|
|
2018
Q1 | $17.1M | Buy |
101,962
+8,517
| +9% | +$1.43M | 1.91% | 15 |
|
|
2017
Q4 | $15.8M | Buy |
93,445
+307
| +0.3% | +$52K | 1.85% | 20 |
|
|
2017
Q3 | $14.4M | Sell |
93,138
-1,451
| -2% | -$224K | 1.79% | 19 |
|
|
2017
Q2 | $13.6M | Buy |
94,589
+2,003
| +2% | +$288K | 1.77% | 18 |
|
|
2017
Q1 | $13.3M | Sell |
92,586
-209
| -0.2% | -$30K | 1.82% | 19 |
|
|
2016
Q4 | $10.7M | Buy |
92,795
+2,434
| +3% | +$282K | 1.63% | 20 |
|
|
2016
Q3 | $10.2M | Buy |
90,361
+2,416
| +3% | +$273K | 1.62% | 17 |
|
|
2016
Q2 | $8.41M | Buy |
87,945
+69,402
| +374% | +$6.64M | 1.38% | 24 |
|
|
2016
Q1 | $2.31M | Sell |
18,543
-54,944
| -75% | -$6.84M | 0.38% | 70 |
|
|
2015
Q4 | $7.74M | Buy |
73,487
+53,991
| +277% | +$5.68M | 1.28% | 29 |
|
|
2015
Q3 | $2.45M | Hold |
19,496
| – | – | 0.35% | 74 |
|
|
2015
Q2 | $2.45M | Buy |
19,496
+463
| +2% | +$58.1K | 0.35% | 74 |
|
|
2015
Q1 | $2.37M | Sell |
19,033
-234
| -1% | -$29.1K | 0.08% | 84 |
|
|
2014
Q4 | $2.13M | Buy |
19,267
+98
| +0.5% | +$10.8K | 0.1% | 87 |
|
|
2014
Q3 | $1.93M | Buy |
19,169
+16
| +0.1% | +$1.61K | 0.13% | 92 |
|
|
2014
Q2 | $1.78M | Buy |
19,153
+14,335
| +298% | +$1.33M | 0.13% | 94 |
|
|
2014
Q1 | $2.59M | Sell |
4,818
-754
| -14% | -$405K | 0.21% | 77 |
|
|
2013
Q4 | $3.13M | Sell |
5,572
-4,403
| -44% | -$2.47M | 0.26% | 75 |
|
|
2013
Q3 | $4.76M | Sell |
9,975
-395
| -4% | -$188K | 0.42% | 61 |
|
|
2013
Q2 | $4.11M | Buy |
+10,370
| New | +$4.11M | 0.38% | 66 |
|