Bel Air Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$96.2M Buy
702,136
+62,229
+10% +$8.52M 2.93% 6
2021
Q1
$78.2M Buy
+639,907
New +$78.2M 2.46% 8
2013
Q3
$33.9M Buy
1,990,492
+72,660
+4% +$1.24M 4.74% 1
2013
Q2
$27.2M Buy
+1,917,832
New +$27.2M 3.98% 3