BIA
Bigelow Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Buy |
31,695
+3,093
| +11% | +$565K | 2.55% | 7 |
|
|
2025
Q1 | $6.35M | Buy |
28,602
+273
| +1% | +$60.6K | 3.02% | 5 |
|
|
2024
Q4 | $7.09M | Buy |
28,329
+151
| +0.5% | +$37.8K | 3.33% | 4 |
|
|
2024
Q3 | $6.57M | Sell |
28,178
-241
| -0.8% | -$56.2K | 2.93% | 4 |
|
|
2024
Q2 | $5.99M | Sell |
28,419
-188
| -0.7% | -$39.6K | 2.86% | 4 |
|
|
2024
Q1 | $4.91M | Sell |
28,607
-3,333
| -10% | -$572K | 2.41% | 7 |
|
|
2023
Q4 | $6.15M | Sell |
31,940
-389
| -1% | -$74.9K | 3.33% | 4 |
|
|
2023
Q3 | $5.54M | Sell |
32,329
-114
| -0.4% | -$19.5K | 3.18% | 4 |
|
|
2023
Q2 | $6.29M | Sell |
32,443
-643
| -2% | -$125K | 3.44% | 4 |
|
|
2023
Q1 | $5.46M | Sell |
33,086
-2,247
| -6% | -$371K | 3.14% | 4 |
|
|
2022
Q4 | $4.59M | Sell |
35,333
-3,982
| -10% | -$517K | 2.66% | 5 |
|
|
2022
Q3 | $5.43M | Sell |
39,315
-717
| -2% | -$99.1K | 3.24% | 5 |
|
|
2022
Q2 | $5.47M | Buy |
40,032
+1,596
| +4% | +$218K | 3.01% | 8 |
|
|
2022
Q1 | $6.71M | Buy |
38,436
+1,586
| +4% | +$277K | 3.14% | 7 |
|
|
2021
Q4 | $6.54M | Sell |
36,850
-2,858
| -7% | -$507K | 2.97% | 9 |
|
|
2021
Q3 | $5.62M | Sell |
39,708
-2,158
| -5% | -$305K | 2.77% | 9 |
|
|
2021
Q2 | $5.73M | Buy |
41,866
+381
| +0.9% | +$52.2K | 2.78% | 9 |
|
|
2021
Q1 | $5.07M | Sell |
41,485
-3,170
| -7% | -$387K | 2.57% | 10 |
|
|
2020
Q4 | $5.93M | Sell |
44,655
-2,890
| -6% | -$383K | 3.14% | 6 |
|
|
2020
Q3 | $5.51M | Buy |
47,545
+35,117
| +283% | +$4.07M | 3.26% | 6 |
|
|
2020
Q2 | $4.53M | Sell |
12,428
-1,463
| -11% | -$534K | 2.94% | 8 |
|
|
2020
Q1 | $3.53M | Sell |
13,891
-3,136
| -18% | -$797K | 2.65% | 8 |
|
|
2019
Q4 | $5M | Sell |
17,027
-470
| -3% | -$138K | 2.93% | 6 |
|
|
2019
Q3 | $3.92M | Buy |
17,497
+264
| +2% | +$59.1K | 2.49% | 7 |
|
|
2019
Q2 | $3.41M | Sell |
17,233
-415
| -2% | -$82.1K | 2.29% | 8 |
|
|
2019
Q1 | $3.35M | Sell |
17,648
-1,294
| -7% | -$246K | 2.32% | 8 |
|
|
2018
Q4 | $2.99M | Sell |
18,942
-130
| -0.7% | -$20.5K | 2.23% | 8 |
|
|
2018
Q3 | $4.31M | Sell |
19,072
-1,171
| -6% | -$264K | 2.89% | 5 |
|
|
2018
Q2 | $3.75M | Sell |
20,243
-160
| -0.8% | -$29.6K | 2.56% | 6 |
|
|
2018
Q1 | $3.42M | Buy |
20,403
+16,451
| +416% | +$2.76M | 2.32% | 6 |
|
|
2017
Q4 | $669K | Buy |
+3,952
| New | +$669K | 0.67% | 42 |
|