Berger Financial Group’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 | $41.6M | Sell |
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|
2025
Q2 | $33.8M | Sell |
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|
2025
Q1 | $37.5M | Buy |
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|
2024
Q4 | $42.2M | Sell |
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|
2024
Q3 | $39.9M | Buy |
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|
2024
Q2 | $35.3M | Sell |
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|
2024
Q1 | $29.3M | Sell |
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|
2023
Q4 | $32.9M | Buy |
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|
2023
Q3 | $28.8M | Sell |
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|
2023
Q2 | $33.1M | Sell |
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|
2023
Q1 | $28.9M | Buy |
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|
2022
Q4 | $22.3M | Buy |
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|
2022
Q3 | $23.7M | Sell |
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|
2022
Q2 | $23.6M | Sell |
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|
2022
Q1 | $30.3M | Sell |
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|
2021
Q4 | $31.7M | Buy |
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|
2021
Q3 | $11.7M | Sell |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $11.1M | Sell |
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|
2020
Q4 | $14.5M | Buy |
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