BHK Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Buy |
23,522
+71
| +0.3% | +$14.6K | 1.89% | 11 |
|
|
2025
Q1 | $5.21M | Sell |
23,451
-13,118
| -36% | -$2.91M | 2.2% | 10 |
|
|
2024
Q4 | $9.16M | Sell |
36,569
-2,436
| -6% | -$610K | 3.44% | 8 |
|
|
2024
Q3 | $9.09M | Sell |
39,005
-1,583
| -4% | -$369K | 3.39% | 8 |
|
|
2024
Q2 | $8.55M | Sell |
40,588
-2,211
| -5% | -$466K | 3.35% | 8 |
|
|
2024
Q1 | $7.34M | Buy |
42,799
+1,490
| +4% | +$256K | 2.82% | 8 |
|
|
2023
Q4 | $7.95M | Sell |
41,309
-2,991
| -7% | -$576K | 4.56% | 8 |
|
|
2023
Q3 | $7.58M | Sell |
44,300
-1,092
| -2% | -$187K | 3.49% | 8 |
|
|
2023
Q2 | $8.8M | Sell |
45,392
-3,045
| -6% | -$591K | 3.77% | 8 |
|
|
2023
Q1 | $7.99M | Buy |
48,437
+1,292
| +3% | +$213K | 3.49% | 8 |
|
|
2022
Q4 | $6.13M | Buy |
47,145
+12,642
| +37% | +$1.64M | 3.45% | 8 |
|
|
2022
Q3 | $4.77M | Sell |
34,503
-13,773
| -29% | -$1.9M | 2.39% | 10 |
|
|
2022
Q2 | $6.6M | Buy |
48,276
+4,342
| +10% | +$594K | 2.97% | 8 |
|
|
2022
Q1 | $7.67M | Sell |
43,934
-420
| -0.9% | -$73.3K | 3.21% | 8 |
|
|
2021
Q4 | $7.88M | Sell |
44,354
-185
| -0.4% | -$32.9K | 3.11% | 8 |
|
|
2021
Q3 | $6.3M | Sell |
44,539
-2,325
| -5% | -$329K | 2.6% | 8 |
|
|
2021
Q2 | $6.42M | Sell |
46,864
-1,076
| -2% | -$147K | 2.62% | 10 |
|
|
2021
Q1 | $6.36M | Hold |
47,940
| – | – | 2.95% | 8 |
|
|
2020
Q4 | $6.36M | Buy |
47,940
+2,150
| +5% | +$285K | 2.97% | 8 |
|
|
2020
Q3 | $5.3M | Sell |
45,790
-4,222
| -8% | -$489K | 2.98% | 10 |
|
|
2020
Q2 | $4.56M | Sell |
50,012
-3,096
| -6% | -$282K | 2.69% | 12 |
|
|
2020
Q1 | $3.38M | Buy |
53,108
+1,108
| +2% | +$70.4K | 2.4% | 14 |
|
|
2019
Q4 | $3.82M | Sell |
52,000
-19,576
| -27% | -$1.44M | 2.17% | 13 |
|
|
2019
Q3 | $4.01M | Sell |
71,576
-4,428
| -6% | -$248K | 2.31% | 13 |
|
|
2019
Q2 | $3.76M | Sell |
76,004
-2,592
| -3% | -$128K | 2.14% | 13 |
|
|
2019
Q1 | $3.73M | Buy |
78,596
+16,204
| +26% | +$769K | 2.26% | 14 |
|
|
2018
Q4 | $2.46M | Buy |
62,392
+6,688
| +12% | +$264K | 1.85% | 15 |
|
|
2018
Q3 | $3.14M | Buy |
55,704
+2,732
| +5% | +$154K | 2.12% | 14 |
|
|
2018
Q2 | $2.45M | Buy |
52,972
+2,968
| +6% | +$137K | 1.7% | 15 |
|
|
2018
Q1 | $2.1M | Buy |
50,004
+16,688
| +50% | +$700K | 1.55% | 15 |
|
|
2017
Q4 | $1.41M | Buy |
+33,316
| New | +$1.41M | 1.19% | 17 |
|