Bellevue Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14M Sell
2025
Q2
$11.5M Sell
2025
Q1
$12.5M Sell
2024
Q4
$14.3M Sell
2024
Q3
$13.5M Sell
2024
Q2
$12.2M Sell
2024
Q1
$9.96M Sell
2023
Q4
$11.3M Sell
2023
Q3
$10.3M Sell
2023
Q2
$11.8M Sell
2023
Q1
$10.2M Sell
2022
Q4
$8.11M Sell
2022
Q3
$9.07M Sell
2022
Q2
$8.93M Sell
2022
Q1
$11.9M Sell
2021
Q4
$12M Sell
2021
Q3
$9.83M Sell
2021
Q2
$9.55M Sell
2021
Q1
$8.66M Sell
2020
Q4
$10.2M Sell
2020
Q3
$8.29M Buy
2020
Q2
$6.49M Sell
2020
Q1
$5.02M Buy
2019
Q4
$4.95M Buy