BFIC
Bedell Frazier Investment Counselling’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3M | Sell |
152,774
-3,474
| -2% | -$713K | 7.89% | 1 |
|
|
2025
Q1 | $34.7M | Sell |
156,248
-5,660
| -3% | -$1.26M | 8.84% | 2 |
|
|
2024
Q4 | $40.5M | Sell |
161,908
-1,754
| -1% | -$439K | 10.05% | 1 |
|
|
2024
Q3 | $38.1M | Sell |
163,662
-4,426
| -3% | -$1.03M | 9.11% | 2 |
|
|
2024
Q2 | $35.4M | Sell |
168,088
-2,281
| -1% | -$480K | 8.54% | 1 |
|
|
2024
Q1 | $29.2M | Sell |
170,369
-6,766
| -4% | -$1.16M | 7.3% | 2 |
|
|
2023
Q4 | $34.1M | Sell |
177,135
-2,133
| -1% | -$411K | 9.38% | 1 |
|
|
2023
Q3 | $30.7M | Sell |
179,268
-2,502
| -1% | -$428K | 9.17% | 1 |
|
|
2023
Q2 | $35.3M | Sell |
181,770
-32,300
| -15% | -$6.27M | 10.32% | 1 |
|
|
2023
Q1 | $35.3M | Sell |
214,070
-1,128
| -0.5% | -$186K | 10.33% | 1 |
|
|
2022
Q4 | $28M | Sell |
215,198
-4,488
| -2% | -$583K | 7.32% | 1 |
|
|
2022
Q3 | $30.4M | Buy |
219,686
+35,737
| +19% | +$4.94M | 8.53% | 1 |
|
|
2022
Q2 | $25.2M | Sell |
183,949
-1,576
| -0.8% | -$215K | 7.72% | 1 |
|
|
2022
Q1 | $32.4M | Sell |
185,525
-39,713
| -18% | -$6.93M | 8.19% | 1 |
|
|
2021
Q4 | $40M | Sell |
225,238
-346
| -0.2% | -$61.4K | 9.74% | 1 |
|
|
2021
Q3 | $31.9M | Sell |
225,584
-8,584
| -4% | -$1.21M | 8.77% | 1 |
|
|
2021
Q2 | $32.1M | Buy |
234,168
+471
| +0.2% | +$64.5K | 8.12% | 1 |
|
|
2021
Q1 | $28.5M | Buy |
233,697
+2,725
| +1% | +$333K | 8.07% | 1 |
|
|
2020
Q4 | $30.6M | Sell |
230,972
-4,387
| -2% | -$582K | 9.39% | 1 |
|
|
2020
Q3 | $27.3M | Buy |
235,359
+175,327
| +292% | +$20.3M | 9.75% | 1 |
|
|
2020
Q2 | $21.9M | Sell |
60,032
-734
| -1% | -$268K | 8.83% | 1 |
|
|
2020
Q1 | $15.5M | Buy |
60,766
+1,876
| +3% | +$477K | 7.25% | 3 |
|
|
2019
Q4 | $13.2M | Hold |
58,890
| – | – | 5.28% | 4 |
|
|
2019
Q3 | $13.2M | Sell |
58,890
-24,812
| -30% | -$5.56M | 5.14% | 4 |
|
|
2019
Q2 | $16.6M | Buy |
83,702
+21,924
| +35% | +$4.34M | 6.03% | 3 |
|
|
2019
Q1 | $11.7M | Sell |
61,778
-50,258
| -45% | -$9.55M | 4.63% | 3 |
|
|
2018
Q4 | $17.7M | Buy |
112,036
+1,053
| +0.9% | +$166K | 7.52% | 2 |
|
|
2018
Q3 | $25.1M | Sell |
110,983
-2,668
| -2% | -$602K | 6.93% | 1 |
|
|
2018
Q2 | $21M | Sell |
113,651
-1,366
| -1% | -$253K | 6.17% | 1 |
|
|
2018
Q1 | $19.3M | Buy |
115,017
+2,849
| +3% | +$478K | 6.82% | 1 |
|
|
2017
Q4 | $19M | Sell |
112,168
-620
| -0.5% | -$105K | 7.07% | 1 |
|
|
2017
Q3 | $17.4M | Sell |
112,788
-1,970
| -2% | -$304K | 8.01% | 1 |
|
|
2017
Q2 | $16.5M | Sell |
114,758
-13,953
| -11% | -$2.01M | 6.03% | 1 |
|
|
2017
Q1 | $18.5M | Sell |
128,711
-44,098
| -26% | -$6.34M | 7.02% | 1 |
|
|
2016
Q4 | $20M | Sell |
172,809
-5,219
| -3% | -$604K | 7.87% | 1 |
|
|
2016
Q3 | $20.1M | Sell |
178,028
-22,351
| -11% | -$2.53M | 8.34% | 1 |
|
|
2016
Q2 | $18.9M | Buy |
200,379
+2,455
| +1% | +$232K | 9.36% | 1 |
|
|
2016
Q1 | $21.6M | Sell |
197,924
-15,075
| -7% | -$1.64M | 11.14% | 1 |
|
|
2015
Q4 | $22.4M | Buy |
212,999
+8,387
| +4% | +$883K | 11.12% | 1 |
|
|
2015
Q3 | $22.6M | Sell |
204,612
-27,451
| -12% | -$3.03M | 13.05% | 1 |
|
|
2015
Q2 | $29.1M | Buy |
232,063
+1,420
| +0.6% | +$178K | 11.57% | 1 |
|
|
2015
Q1 | $28.7M | Sell |
230,643
-4,550
| -2% | -$566K | 11.91% | 1 |
|
|
2014
Q4 | $26M | Sell |
235,193
-58,605
| -20% | -$6.47M | 12.72% | 1 |
|
|
2014
Q3 | $29.6M | Buy |
293,798
+1,104
| +0.4% | +$111K | 13.83% | 1 |
|
|
2014
Q2 | $27.2M | Buy |
292,694
+250,758
| +598% | +$23.3M | 13.77% | 1 |
|
|
2014
Q1 | $22.5M | Sell |
41,936
-1,190
| -3% | -$639K | 12.62% | 1 |
|
|
2013
Q4 | $24.2M | Sell |
43,126
-10,706
| -20% | -$6.01M | 11.35% | 1 |
|
|
2013
Q3 | $25.7M | Buy |
53,832
+293
| +0.5% | +$140K | 12.33% | 1 |
|
|
2013
Q2 | $25M | Buy |
+53,539
| New | +$25M | 12.42% | 1 |
|