BFC
Bedel Financial Consulting’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
80,249
-640
| -0.8% | -$131K | 2.25% | 6 |
|
|
2025
Q1 | $16.1M | Buy |
80,889
+268
| +0.3% | +$53.2K | 2.3% | 4 |
|
|
2024
Q4 | $18.7M | Buy |
80,621
+241
| +0.3% | +$56K | 2.6% | 4 |
|
|
2024
Q3 | $18.7M | Sell |
80,380
-1,462
| -2% | -$341K | 2.64% | 4 |
|
|
2024
Q2 | $17.2M | Sell |
81,842
-401
| -0.5% | -$84.5K | 2.53% | 4 |
|
|
2024
Q1 | $14.1M | Buy |
82,243
+212
| +0.3% | +$36.4K | 2.21% | 5 |
|
|
2023
Q4 | $15.8M | Sell |
82,031
-888
| -1% | -$171K | 2.89% | 4 |
|
|
2023
Q3 | $14.2M | Buy |
82,919
+814
| +1% | +$139K | 2.87% | 4 |
|
|
2023
Q2 | $15.9M | Buy |
82,105
+496
| +0.6% | +$96.2K | 3.33% | 4 |
|
|
2023
Q1 | $13.5M | Sell |
81,609
-2,693
| -3% | -$444K | 3.28% | 4 |
|
|
2022
Q4 | $11M | Buy |
84,302
+129
| +0.2% | +$16.8K | 2.72% | 4 |
|
|
2022
Q3 | $11.7M | Buy |
84,173
+1,370
| +2% | +$190K | 3.1% | 4 |
|
|
2022
Q2 | $11.3M | Buy |
82,803
+371
| +0.5% | +$50.7K | 3.31% | 5 |
|
|
2022
Q1 | $14.4M | Sell |
82,432
-459
| -0.6% | -$80.1K | 4.52% | 3 |
|
|
2021
Q4 | $14.7M | Buy |
82,891
+287
| +0.3% | +$51K | 4.58% | 3 |
|
|
2021
Q3 | $11.7M | Sell |
82,604
-315
| -0.4% | -$44.6K | 4.01% | 3 |
|
|
2021
Q2 | $11.4M | Buy |
82,919
+3,416
| +4% | +$468K | 3.95% | 3 |
|
|
2021
Q1 | $9.71M | Sell |
79,503
-3,875
| -5% | -$473K | 3.76% | 3 |
|
|
2020
Q4 | $11.1M | Buy |
83,378
+10,211
| +14% | +$1.35M | 4.91% | 3 |
|
|
2020
Q3 | $8.47M | Buy |
73,167
+54,891
| +300% | +$6.36M | 4.24% | 4 |
|
|
2020
Q2 | $6.67M | Sell |
18,276
-736
| -4% | -$268K | 3.59% | 4 |
|
|
2020
Q1 | $4.83M | Buy |
19,012
+1,011
| +6% | +$257K | 3.2% | 4 |
|
|
2019
Q4 | $5.29M | Buy |
18,001
+251
| +1% | +$73.7K | 3% | 3 |
|
|
2019
Q3 | $3.98M | Sell |
17,750
-105
| -0.6% | -$23.5K | 2.39% | 4 |
|
|
2019
Q2 | $3.53M | Sell |
17,855
-61
| -0.3% | -$12.1K | 2.15% | 5 |
|
|
2019
Q1 | $3.4M | Buy |
17,916
+523
| +3% | +$99.3K | 2.17% | 4 |
|
|
2018
Q4 | $2.74M | Buy |
17,393
+110
| +0.6% | +$17.4K | 1.97% | 4 |
|
|
2018
Q3 | $3.84M | Buy |
17,283
+254
| +1% | +$56.4K | 2.56% | 3 |
|
|
2018
Q2 | $3.15M | Sell |
17,029
-602
| -3% | -$111K | 2.32% | 3 |
|
|
2018
Q1 | $2.96M | Sell |
17,631
-453
| -3% | -$76K | 2.25% | 5 |
|
|
2017
Q4 | $3.06M | Buy |
+18,084
| New | +$3.06M | 2.75% | 4 |
|