BFIM
Beese Fulmer Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.3M | Buy |
318,445
+8,081
| +3% | +$1.66M | 4.87% | 2 |
|
|
2025
Q1 | $68.9M | Buy |
310,364
+1,437
| +0.5% | +$319K | 5.93% | 1 |
|
|
2024
Q4 | $77.4M | Sell |
308,927
-1,817
| -0.6% | -$455K | 6.6% | 1 |
|
|
2024
Q3 | $72.4M | Sell |
310,744
-3,667
| -1% | -$854K | 6.22% | 1 |
|
|
2024
Q2 | $66.2M | Sell |
314,411
-580
| -0.2% | -$122K | 6.03% | 1 |
|
|
2024
Q1 | $54M | Sell |
314,991
-7,129
| -2% | -$1.22M | 5.08% | 2 |
|
|
2023
Q4 | $62M | Sell |
322,120
-5,409
| -2% | -$1.04M | 6.42% | 1 |
|
|
2023
Q3 | $56.1M | Sell |
327,529
-10,873
| -3% | -$1.86M | 6.32% | 1 |
|
|
2023
Q2 | $65.6M | Sell |
338,402
-7,320
| -2% | -$1.42M | 7.1% | 1 |
|
|
2023
Q1 | $57M | Buy |
345,722
+9,373
| +3% | +$1.55M | 6.51% | 1 |
|
|
2022
Q4 | $43.7M | Buy |
336,349
+3,021
| +0.9% | +$393K | 5.26% | 1 |
|
|
2022
Q3 | $46.1M | Sell |
333,328
-5,248
| -2% | -$725K | 6.19% | 1 |
|
|
2022
Q2 | $46.3M | Sell |
338,576
-13,877
| -4% | -$1.9M | 5.92% | 1 |
|
|
2022
Q1 | $61.5M | Sell |
352,453
-3,082
| -0.9% | -$538K | 6.67% | 1 |
|
|
2021
Q4 | $63.1M | Sell |
355,535
-4,636
| -1% | -$823K | 6.57% | 1 |
|
|
2021
Q3 | $51M | Sell |
360,171
-3,229
| -0.9% | -$457K | 5.74% | 1 |
|
|
2021
Q2 | $49.8M | Sell |
363,400
-1,625
| -0.4% | -$223K | 5.63% | 1 |
|
|
2021
Q1 | $44.6M | Sell |
365,025
-3,573
| -1% | -$436K | 5.36% | 1 |
|
|
2020
Q4 | $48.9M | Sell |
368,598
-673
| -0.2% | -$89.3K | 6.25% | 1 |
|
|
2020
Q3 | $42.8M | Buy |
369,271
+272,296
| +281% | +$31.5M | 6.06% | 1 |
|
|
2020
Q2 | $35.4M | Sell |
96,975
-2,729
| -3% | -$996K | 5.21% | 1 |
|
|
2020
Q1 | $25.4M | Sell |
99,704
-2,114
| -2% | -$538K | 4.49% | 1 |
|
|
2019
Q4 | $29.9M | Sell |
101,818
-250
| -0.2% | -$73.4K | 4.19% | 1 |
|
|
2019
Q3 | $22.9M | Buy |
102,068
+30,833
| +43% | +$6.91M | 3.43% | 1 |
|
|
2019
Q2 | $14.1M | Buy |
71,235
+421
| +0.6% | +$83.3K | 2.67% | 4 |
|
|
2019
Q1 | $13.5M | Buy |
70,814
+11
| +0% | +$2.09K | 2.65% | 5 |
|
|
2018
Q4 | $11.2M | Buy |
70,803
+2,004
| +3% | +$316K | 2.51% | 6 |
|
|
2018
Q3 | $15.5M | Buy |
68,799
+757
| +1% | +$171K | 3.05% | 2 |
|
|
2018
Q2 | $12.6M | Buy |
68,042
+1,694
| +3% | +$314K | 2.64% | 2 |
|
|
2018
Q1 | $11.1M | Sell |
66,348
-801
| -1% | -$134K | 2.44% | 5 |
|
|
2017
Q4 | $11.4M | Sell |
67,149
-41
| -0.1% | -$6.94K | 2.44% | 4 |
|
|
2017
Q3 | $10.4M | Buy |
67,190
+980
| +1% | +$151K | 2.36% | 4 |
|
|
2017
Q2 | $9.54M | Sell |
66,210
-353
| -0.5% | -$50.8K | 2.27% | 6 |
|
|
2017
Q1 | $9.56M | Sell |
66,563
-475
| -0.7% | -$68.2K | 2.33% | 5 |
|
|
2016
Q4 | $7.76M | Sell |
67,038
-496
| -0.7% | -$57.4K | 2.01% | 8 |
|
|
2016
Q3 | $7.64M | Sell |
67,534
-695
| -1% | -$78.6K | 2.06% | 7 |
|
|
2016
Q2 | $6.52M | Sell |
68,229
-660
| -1% | -$63.1K | 1.85% | 14 |
|
|
2016
Q1 | $7.49M | Buy |
68,889
+434
| +0.6% | +$47.2K | 2.18% | 9 |
|
|
2015
Q4 | $7.21M | Buy |
68,455
+1,805
| +3% | +$190K | 2.22% | 9 |
|
|
2015
Q3 | $7.35M | Buy |
66,650
+5,962
| +10% | +$658K | 2.42% | 8 |
|
|
2015
Q2 | $7.61M | Buy |
60,688
+430
| +0.7% | +$53.9K | 2.45% | 8 |
|
|
2015
Q1 | $7.5M | Buy |
60,258
+1,165
| +2% | +$145K | 2.5% | 8 |
|
|
2014
Q4 | $6.52M | Buy |
59,093
+736
| +1% | +$81.2K | 2.04% | 11 |
|
|
2014
Q3 | $5.88M | Buy |
58,357
+40
| +0.1% | +$4.03K | 1.91% | 14 |
|
|
2014
Q2 | $5.42M | Buy |
58,317
+49,854
| +589% | +$4.63M | 1.76% | 16 |
|
|
2014
Q1 | $4.54M | Sell |
8,463
-104
| -1% | -$55.8K | 1.58% | 16 |
|
|
2013
Q4 | $4.81M | Sell |
8,567
-40
| -0.5% | -$22.4K | 1.71% | 16 |
|
|
2013
Q3 | $4.1M | Sell |
8,607
-97
| -1% | -$46.2K | 1.61% | 16 |
|
|
2013
Q2 | $3.45M | Buy |
+8,704
| New | +$3.45M | 1.48% | 20 |
|