BI
Berkeley Inc’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
2,631
-12
| -0.5% | -$2.46K | 0.19% | 55 |
|
|
2025
Q1 | $587K | Hold |
2,643
| – | – | 0.28% | 44 |
|
|
2024
Q4 | $662K | Sell |
2,643
-2,643
| -50% | -$662K | 0.34% | 42 |
|
|
2024
Q3 | $1.23M | Buy |
5,286
+3,099
| +142% | +$722K | 0.36% | 44 |
|
|
2024
Q2 | $461K | Hold |
2,187
| – | – | 0.29% | 46 |
|
|
2024
Q1 | $375K | Sell |
2,187
-70
| -3% | -$12K | 0.23% | 51 |
|
|
2023
Q4 | $435K | Hold |
2,257
| – | – | 0.27% | 53 |
|
|
2023
Q3 | $386K | Sell |
2,257
-23
| -1% | -$3.94K | 0.26% | 61 |
|
|
2023
Q2 | $442K | Hold |
2,280
| – | – | 0.3% | 56 |
|
|
2023
Q1 | $376K | Hold |
2,280
| – | – | 0.27% | 60 |
|
|
2022
Q4 | $296K | Hold |
2,280
| – | – | 0.22% | 62 |
|
|
2022
Q3 | $315K | Sell |
2,280
-177
| -7% | -$24.5K | 0.27% | 65 |
|
|
2022
Q2 | $336K | Buy |
2,457
+1
| +0% | +$137 | 0.27% | 64 |
|
|
2022
Q1 | $429K | Hold |
2,456
| – | – | 0.3% | 63 |
|
|
2021
Q4 | $436K | Sell |
2,456
-208
| -8% | -$36.9K | 0.29% | 63 |
|
|
2021
Q3 | $377K | Hold |
2,664
| – | – | 0.28% | 63 |
|
|
2021
Q2 | $365K | Hold |
2,664
| – | – | 0.26% | 63 |
|
|
2021
Q1 | $325K | Hold |
2,664
| – | – | 0.24% | 67 |
|
|
2020
Q4 | $353K | Buy |
+2,664
| New | +$353K | 0.29% | 59 |
|