Beirne Wealth Consulting Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.7M | Sell |
16,227
-320
| -2% | -$91.5K | 0.93% | 24 |
|
|
2026
Q1 | $4.2M | Sell |
16,547
-633
| -4% | -$165K | 1.19% | 22 |
|
|
2025
Q4 | $4.67M | Sell |
17,180
-6,254
| -27% | -$1.68M | 1.35% | 23 |
|
|
2025
Q3 | $5.97M | Buy |
23,434
+6,544
| +39% | +$1.48M | 1.43% | 19 |
|
|
2025
Q2 | $3.47M | Sell |
16,890
-320
| -2% | -$64.6K | 1.12% | 25 |
|
|
2025
Q1 | $3.82M | Buy |
17,210
+741
| +4% | +$172K | 1.36% | 20 |
|
|
2024
Q4 | $4.12M | Sell |
16,469
-150
| -0.9% | -$35.4K | 1.49% | 17 |
|
|
2024
Q3 | $3.87M | Sell |
16,619
-2,600
| -14% | -$581K | 1.36% | 21 |
|
|
2024
Q2 | $4.05M | Hold |
19,219
| – | – | 1.63% | 14 |
|
|
2024
Q1 | $3.3M | Sell |
19,219
-4,061
| -17% | -$738K | 1.4% | 19 |
|
|
2023
Q4 | $4.48M | Buy |
23,280
+3,956
| +20% | +$730K | 2.22% | 8 |
|
|
2023
Q3 | $3.75M | Hold |
19,324
| – | – | 2.99% | 7 |
|
|
2023
Q2 | $3.75M | Hold |
19,324
| – | – | 2.99% | 7 |
|
|
2023
Q1 | $3.19M | Sell |
19,324
-1,220
| -6% | -$180K | 2.24% | 8 |
|
|
2022
Q4 | $2.67M | Sell |
20,544
-318
| -2% | -$45.4K | 1.31% | 16 |
|
|
2022
Q3 | $2.88M | Sell |
20,862
-38
| -0.2% | -$5.96K | 1.1% | 16 |
|
|
2022
Q2 | $2.86M | Sell |
20,900
-778
| -4% | -$118K | 1.87% | 12 |
|
|
2022
Q1 | $3.78M | Sell |
21,678
-650
| -3% | -$109K | 2.11% | 11 |
|
|
2021
Q4 | $3.97M | Sell |
22,328
-408
| -2% | -$64.5K | 2.17% | 12 |
|
|
2021
Q3 | $3.21M | Sell |
22,736
-2,000
| -8% | -$294K | 1.83% | 14 |
|
|
2021
Q2 | $3.39M | Sell |
24,736
-214
| -0.9% | -$27.7K | 1.86% | 14 |
|
|
2021
Q1 | $3.05M | Sell |
24,950
-4,240
| -15% | -$544K | 1.79% | 14 |
|
|
2020
Q4 | $3.87M | Buy |
29,190
+2,873
| +11% | +$346K | 1.92% | 12 |
|
|
2020
Q3 | $3.05M | Buy |
26,317
+6,253
| +31% | +$682K | 1.78% | 12 |
|
|
2020
Q2 | $1.83M | Buy |
20,064
+488
| +2% | +$37.8K | 1.49% | 19 |
|
|
2020
Q1 | $1.24M | Buy |
19,576
+116
| +0.6% | +$8.53K | 1.35% | 18 |
|
|
2019
Q4 | $1.43M | Sell |
19,460
-3,776
| -16% | -$243K | 1.26% | 22 |
|
|
2019
Q3 | $1.3M | Sell |
23,236
-1,140
| -5% | -$59.6K | 1.08% | 27 |
|
|
2019
Q2 | $1.21M | Sell |
24,376
-7,844
| -24% | -$382K | 1.08% | 26 |
|
|
2019
Q1 | $1.53M | Sell |
32,220
-296
| -0.9% | -$12.6K | 1.2% | 19 |
|
|
2018
Q4 | $1.28M | Buy |
+32,516
| New | +$1.58M | 1.09% | 20 |
|
Other funds holding AAPL
CRM
CNB
P
WT
QCM
AAMU