BMM
Berkshire Money Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
23,374
+106
| +0.5% | +$21.7K | 0.5% | 22 |
|
|
2025
Q1 | $5.17M | Buy |
23,268
+135
| +0.6% | +$30K | 0.58% | 22 |
|
|
2024
Q4 | $5.79M | Buy |
23,133
+2,646
| +13% | +$663K | 0.63% | 19 |
|
|
2024
Q3 | $4.77M | Sell |
20,487
-252
| -1% | -$58.7K | 0.55% | 19 |
|
|
2024
Q2 | $4.37M | Sell |
20,739
-5,904
| -22% | -$1.24M | 0.53% | 19 |
|
|
2024
Q1 | $4.57M | Buy |
26,643
+5,735
| +27% | +$983K | 0.55% | 18 |
|
|
2023
Q4 | $4.03M | Buy |
20,908
+612
| +3% | +$118K | 0.54% | 22 |
|
|
2023
Q3 | $3.47M | Sell |
20,296
-983
| -5% | -$168K | 0.53% | 23 |
|
|
2023
Q2 | $4.13M | Sell |
21,279
-562
| -3% | -$109K | 0.6% | 25 |
|
|
2023
Q1 | $3.6M | Buy |
21,841
+634
| +3% | +$105K | 0.55% | 29 |
|
|
2022
Q4 | $2.76M | Sell |
21,207
-1,187
| -5% | -$154K | 0.44% | 25 |
|
|
2022
Q3 | $3.1M | Sell |
22,394
-2,919
| -12% | -$403K | 0.53% | 26 |
|
|
2022
Q2 | $3.46M | Buy |
25,313
+4,586
| +22% | +$627K | 0.57% | 27 |
|
|
2022
Q1 | $3.62M | Sell |
20,727
-974
| -4% | -$170K | 0.52% | 19 |
|
|
2021
Q4 | $3.85M | Buy |
21,701
+27
| +0.1% | +$4.79K | 0.56% | 18 |
|
|
2021
Q3 | $3.07M | Sell |
21,674
-743
| -3% | -$105K | 0.49% | 18 |
|
|
2021
Q2 | $3.07M | Sell |
22,417
-421
| -2% | -$57.7K | 0.49% | 20 |
|
|
2021
Q1 | $2.79M | Buy |
22,838
+2,187
| +11% | +$267K | 0.49% | 21 |
|
|
2020
Q4 | $2.74M | Buy |
20,651
+143
| +0.7% | +$19K | 0.51% | 19 |
|
|
2020
Q3 | $2.38M | Buy |
20,508
+15,513
| +311% | +$1.8M | 0.49% | 17 |
|
|
2020
Q2 | $1.82M | Sell |
4,995
-986
| -16% | -$360K | 0.4% | 23 |
|
|
2020
Q1 | $1.52M | Sell |
5,981
-311
| -5% | -$79.1K | 0.37% | 20 |
|
|
2019
Q4 | $1.85M | Buy |
6,292
+767
| +14% | +$225K | 0.36% | 18 |
|
|
2019
Q3 | $1.24M | Buy |
5,525
+162
| +3% | +$36.3K | 0.26% | 19 |
|
|
2019
Q2 | $1.06M | Buy |
5,363
+151
| +3% | +$29.9K | 0.22% | 19 |
|
|
2019
Q1 | $990K | Sell |
5,212
-139
| -3% | -$26.4K | 0.22% | 18 |
|
|
2018
Q4 | $844K | Buy |
5,351
+410
| +8% | +$64.7K | 0.21% | 18 |
|
|
2018
Q3 | $1.12M | Buy |
4,941
+1,355
| +38% | +$306K | 0.25% | 12 |
|
|
2018
Q2 | $674K | Buy |
3,586
+1
| +0% | +$188 | 0.16% | 17 |
|
|
2018
Q1 | $601K | Buy |
3,585
+2,100
| +141% | +$352K | 0.15% | 21 |
|
|
2017
Q4 | $251K | Hold |
1,485
| – | – | 0.06% | 23 |
|
|
2017
Q3 | $251K | Buy |
+1,485
| New | +$251K | 0.07% | 22 |
|
|
2016
Q3 | – | Sell |
-3,263
| Closed | -$312K | – | 25 |
|
|
2016
Q2 | $312K | Buy |
3,263
+499
| +18% | +$47.7K | 0.11% | 22 |
|
|
2016
Q1 | $301K | Buy |
+2,764
| New | +$301K | 0.09% | 19 |
|