BFA
Benedict Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
92,783
-959
| -1% | -$197K | 4.31% | 1 |
|
|
2025
Q1 | $20.8M | Sell |
93,742
-4,686
| -5% | -$1.04M | 4.83% | 1 |
|
|
2024
Q4 | $24.6M | Sell |
98,428
-1,680
| -2% | -$421K | 5.98% | 1 |
|
|
2024
Q3 | $23.3M | Sell |
100,108
-4,106
| -4% | -$957K | 5.51% | 1 |
|
|
2024
Q2 | $21.9M | Sell |
104,214
-2,531
| -2% | -$533K | 5.57% | 1 |
|
|
2024
Q1 | $18.3M | Sell |
106,745
-1,243
| -1% | -$213K | 4.65% | 1 |
|
|
2023
Q4 | $20.8M | Sell |
107,988
-1,563
| -1% | -$301K | 5.66% | 1 |
|
|
2023
Q3 | $18.8M | Sell |
109,551
-2,538
| -2% | -$435K | 5.42% | 1 |
|
|
2023
Q2 | $21.7M | Sell |
112,089
-7,819
| -7% | -$1.52M | 5.98% | 1 |
|
|
2023
Q1 | $19.8M | Buy |
119,908
+13,820
| +13% | +$2.28M | 5.57% | 1 |
|
|
2022
Q4 | $13.8M | Sell |
106,088
-2,366
| -2% | -$307K | 4.09% | 1 |
|
|
2022
Q3 | $15M | Sell |
108,454
-2,707
| -2% | -$374K | 4.79% | 1 |
|
|
2022
Q2 | $15.2M | Sell |
111,161
-2,916
| -3% | -$399K | 4.49% | 1 |
|
|
2022
Q1 | $19.9M | Sell |
114,077
-3,923
| -3% | -$685K | 5.32% | 1 |
|
|
2021
Q4 | $21M | Sell |
118,000
-5,438
| -4% | -$966K | 5.46% | 1 |
|
|
2021
Q3 | $17.5M | Sell |
123,438
-3,228
| -3% | -$457K | 4.88% | 1 |
|
|
2021
Q2 | $17.3M | Sell |
126,666
-16,750
| -12% | -$2.29M | 4.82% | 1 |
|
|
2021
Q1 | $17.5M | Buy |
143,416
+29,321
| +26% | +$3.58M | 5.06% | 1 |
|
|
2020
Q4 | $15.1M | Sell |
114,095
-6,369
| -5% | -$845K | 5.45% | 1 |
|
|
2020
Q3 | $14M | Buy |
120,464
+86,596
| +256% | +$10M | 5.37% | 1 |
|
|
2020
Q2 | $12.4M | Sell |
33,868
-954
| -3% | -$348K | 5.1% | 2 |
|
|
2020
Q1 | $8.86M | Sell |
34,822
-1,917
| -5% | -$487K | 4.17% | 2 |
|
|
2019
Q4 | $10.8M | Sell |
36,739
-1,100
| -3% | -$323K | 4.2% | 2 |
|
|
2019
Q3 | $8.48M | Sell |
37,839
-487
| -1% | -$109K | 3.48% | 2 |
|
|
2019
Q2 | $7.59M | Buy |
38,326
+253
| +0.7% | +$50.1K | 3.16% | 4 |
|
|
2019
Q1 | $7.23M | Buy |
38,073
+94
| +0.2% | +$17.9K | 3.14% | 5 |
|
|
2018
Q4 | $5.99M | Buy |
37,979
+377
| +1% | +$59.5K | 2.96% | 5 |
|
|
2018
Q3 | $8.49M | Sell |
37,602
-177
| -0.5% | -$40K | 3.8% | 2 |
|
|
2018
Q2 | $6.99M | Buy |
37,779
+1
| +0% | +$185 | 3.46% | 2 |
|
|
2018
Q1 | $6.34M | Sell |
37,778
-414
| -1% | -$69.5K | 3.19% | 4 |
|
|
2017
Q4 | $6.46M | Sell |
38,192
-454
| -1% | -$76.8K | 3.11% | 3 |
|
|
2017
Q3 | $5.96M | Sell |
38,646
-461
| -1% | -$71K | 3.06% | 3 |
|
|
2017
Q2 | $5.88M | Buy |
39,107
+201
| +0.5% | +$30.2K | 3.06% | 3 |
|
|
2017
Q1 | $5.59M | Buy |
38,906
+328
| +0.9% | +$47.1K | 3.04% | 3 |
|
|
2016
Q4 | $4.47M | Buy |
38,578
+377
| +1% | +$43.7K | 2.58% | 5 |
|
|
2016
Q3 | $4.3M | Buy |
38,201
+817
| +2% | +$91.9K | 2.51% | 8 |
|
|
2016
Q2 | $3.59M | Buy |
37,384
+1,236
| +3% | +$119K | 2.1% | 15 |
|
|
2016
Q1 | $3.94M | Buy |
36,148
+1,250
| +4% | +$136K | 2.4% | 11 |
|
|
2015
Q4 | $3.67M | Buy |
34,898
+1,338
| +4% | +$141K | 2.33% | 12 |
|
|
2015
Q3 | $3.7M | Buy |
33,560
+1,004
| +3% | +$111K | 2.57% | 6 |
|
|
2015
Q2 | $4.08M | Buy |
32,556
+149
| +0.5% | +$18.7K | 2.65% | 7 |
|
|
2015
Q1 | $4.11M | Sell |
32,407
-83
| -0.3% | -$10.5K | 2.64% | 8 |
|
|
2014
Q4 | $3.86M | Buy |
+32,490
| New | +$3.86M | 2.53% | 9 |
|