Berkeley Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $587K | Hold |
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|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $461K | Hold |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $435K | Hold |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $442K | Hold |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $377K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $353K | Buy |
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