BFG
Berger Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Sell |
164,925
-3,990
| -2% | -$819K | 2.19% | 8 |
|
|
2025
Q1 | $37.5M | Buy |
168,915
+222
| +0.1% | +$49.3K | 2.6% | 8 |
|
|
2024
Q4 | $42.2M | Sell |
168,693
-2,493
| -1% | -$624K | 2.91% | 7 |
|
|
2024
Q3 | $39.9M | Buy |
171,186
+3,731
| +2% | +$869K | 2.88% | 7 |
|
|
2024
Q2 | $35.3M | Sell |
167,455
-3,200
| -2% | -$674K | 2.81% | 7 |
|
|
2024
Q1 | $29.3M | Sell |
170,655
-80
| -0% | -$13.7K | 2.41% | 7 |
|
|
2023
Q4 | $32.9M | Buy |
170,735
+2,433
| +1% | +$468K | 3.41% | 5 |
|
|
2023
Q3 | $28.8M | Sell |
168,302
-2,398
| -1% | -$411K | 3.31% | 5 |
|
|
2023
Q2 | $33.1M | Sell |
170,700
-4,556
| -3% | -$884K | 3.76% | 4 |
|
|
2023
Q1 | $28.9M | Buy |
175,256
+3,658
| +2% | +$603K | 3.48% | 4 |
|
|
2022
Q4 | $22.3M | Buy |
171,598
+193
| +0.1% | +$25.1K | 2.94% | 6 |
|
|
2022
Q3 | $23.7M | Sell |
171,405
-936
| -0.5% | -$129K | 3.48% | 5 |
|
|
2022
Q2 | $23.6M | Sell |
172,341
-913
| -0.5% | -$125K | 3.44% | 5 |
|
|
2022
Q1 | $30.3M | Sell |
173,254
-5,286
| -3% | -$923K | 3.84% | 4 |
|
|
2021
Q4 | $31.7M | Buy |
178,540
+95,831
| +116% | +$17M | 4.2% | 3 |
|
|
2021
Q3 | $11.7M | Sell |
82,709
-9,715
| -11% | -$1.37M | 2.11% | 10 |
|
|
2021
Q2 | $12.7M | Buy |
92,424
+1,276
| +1% | +$175K | 2.29% | 9 |
|
|
2021
Q1 | $11.1M | Sell |
91,148
-18,069
| -17% | -$2.21M | 2.42% | 9 |
|
|
2020
Q4 | $14.5M | Buy |
+109,217
| New | +$14.5M | 2.53% | 6 |
|