Bernardo Wealth Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.1M | Sell |
39,621
-129
| -0.3% | -$33.6K | 1.97% | 18 |
|
|
2025
Q4 | $10.8M | Buy |
39,750
+423
| +1% | +$114K | 2.06% | 17 |
|
|
2025
Q3 | $10M | Buy |
39,327
+293
| +0.8% | +$66.2K | 1.96% | 17 |
|
|
2025
Q2 | $8.01M | Sell |
39,034
-1,846
| -5% | -$373K | 1.74% | 17 |
|
|
2025
Q1 | $9.08M | Buy |
40,880
+129
| +0.3% | +$29.9K | 2.17% | 17 |
|
|
2024
Q4 | $9.65M | Sell |
40,751
-74
| -0.2% | -$17.4K | 2.31% | 14 |
|
|
2024
Q3 | $9.48M | Buy |
40,825
+1,137
| +3% | +$254K | 2.3% | 13 |
|
|
2024
Q2 | $8.36M | Buy |
39,688
+1,239
| +3% | +$231K | 2.25% | 13 |
|
|
2024
Q1 | $6.59M | Buy |
38,449
+699
| +2% | +$127K | 1.83% | 14 |
|
|
2023
Q4 | $7.27M | Buy |
37,750
+568
| +2% | +$105K | 2.29% | 13 |
|
|
2023
Q3 | $6.37M | Buy |
37,182
+202
| +0.5% | +$37K | 2.52% | 13 |
|
|
2023
Q2 | $7.17M | Sell |
36,980
-1,270
| -3% | -$221K | 2.86% | 12 |
|
|
2023
Q1 | $6.31M | Sell |
38,250
-1,003
| -3% | -$148K | 2.71% | 12 |
|
|
2022
Q4 | $5.1M | Sell |
39,253
-258
| -0.7% | -$36.9K | 2.38% | 13 |
|
|
2022
Q3 | $5.82M | Buy |
39,511
+70
| +0.2% | +$11K | 3.29% | 11 |
|
|
2022
Q2 | $5.39M | Buy |
39,441
+840
| +2% | +$127K | 3.08% | 10 |
|
|
2022
Q1 | $6.74M | Buy |
38,601
+540
| +1% | +$90.8K | 3.35% | 10 |
|
|
2021
Q4 | $6.76M | Buy |
38,061
+3,848
| +11% | +$608K | 3.3% | 8 |
|
|
2021
Q3 | $4.84M | Buy |
34,213
+1,568
| +5% | +$231K | 2.81% | 10 |
|
|
2021
Q2 | $4.47M | Buy |
32,645
+216
| +0.7% | +$28K | 2.68% | 11 |
|
|
2021
Q1 | $3.96M | Sell |
32,429
-150,230
| -82% | -$19.3M | 2.52% | 13 |
|
|
2020
Q4 | $24.2M | Buy |
182,659
+7,100
| +4% | +$854K | 9.35% | 1 |
|
|
2020
Q3 | $20.3M | Buy |
175,559
+4,711
| +3% | +$514K | 9.14% | 1 |
|
|
2020
Q2 | $15.6M | Sell |
170,848
-236
| -0.1% | -$18.3K | 8.36% | 2 |
|
|
2020
Q1 | $10.9M | Buy |
171,084
+3,592
| +2% | +$264K | 7.56% | 2 |
|
|
2019
Q4 | $12.3M | Buy |
167,492
+100
| +0.1% | +$6.43K | 7.46% | 1 |
|
|
2019
Q3 | $9.37M | Sell |
167,392
-7,996
| -5% | -$418K | 6.79% | 1 |
|
|
2019
Q2 | $8.68M | Sell |
175,388
-22,680
| -11% | -$1.11M | 6.8% | 1 |
|
|
2019
Q1 | $9.41M | Buy |
198,068
+17,052
| +9% | +$723K | 7.45% | 1 |
|
|
2018
Q4 | $7.14M | Buy |
+181,016
| New | +$8.78M | 6.31% | 2 |
|
Other funds holding AAPL
VCM
VPM
