BFO
Biltmore Family Office’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Sell |
756,607
-6,956
| -0.9% | -$1.43M | 26.22% | 1 |
|
|
2025
Q1 | $170M | Buy |
763,563
+3,488
| +0.5% | +$775K | 28.91% | 1 |
|
|
2024
Q4 | $190M | Sell |
760,075
-29,131
| -4% | -$7.29M | 31.96% | 1 |
|
|
2024
Q3 | $184M | Sell |
789,206
-30,937
| -4% | -$7.21M | 31.45% | 1 |
|
|
2024
Q2 | $173M | Sell |
820,143
-16,489
| -2% | -$3.47M | 31.8% | 1 |
|
|
2024
Q1 | $143M | Buy |
836,632
+19,576
| +2% | +$3.36M | 28.27% | 1 |
|
|
2023
Q4 | $157M | Sell |
817,056
-23,978
| -3% | -$4.62M | 32.4% | 1 |
|
|
2023
Q3 | $144M | Sell |
841,034
-28,535
| -3% | -$4.89M | 32.66% | 1 |
|
|
2023
Q2 | $169M | Sell |
869,569
-38,964
| -4% | -$7.56M | 35.68% | 1 |
|
|
2023
Q1 | $150M | Sell |
908,533
-5,679
| -0.6% | -$936K | 31.58% | 1 |
|
|
2022
Q4 | $119M | Sell |
914,212
-4,016
| -0.4% | -$522K | 24.47% | 1 |
|
|
2022
Q3 | $127M | Buy |
918,228
+2,217
| +0.2% | +$306K | 29.07% | 1 |
|
|
2022
Q2 | $125M | Sell |
916,011
-30,636
| -3% | -$4.19M | 31.28% | 1 |
|
|
2022
Q1 | $165M | Sell |
946,647
-6,563
| -0.7% | -$1.15M | 35.38% | 1 |
|
|
2021
Q4 | $169M | Sell |
953,210
-6,381
| -0.7% | -$1.13M | 32.2% | 1 |
|
|
2021
Q3 | $136M | Buy |
959,591
+14,798
| +2% | +$2.09M | 32.8% | 1 |
|
|
2021
Q2 | $129M | Sell |
944,793
-7,815
| -0.8% | -$1.07M | 36.72% | 1 |
|
|
2021
Q1 | $116M | Sell |
952,608
-13,391
| -1% | -$1.64M | 36.25% | 1 |
|
|
2020
Q4 | $128M | Buy |
965,999
+828,958
| +605% | +$110M | 38.49% | 1 |
|
|
2020
Q3 | $15.9M | Buy |
137,041
+110,561
| +418% | +$12.8M | 8.87% | 1 |
|
|
2020
Q2 | $9.66M | Buy |
26,480
+6,323
| +31% | +$2.31M | 5.82% | 2 |
|
|
2020
Q1 | $5.13M | Sell |
20,157
-1,070
| -5% | -$272K | 3.37% | 4 |
|
|
2019
Q4 | $6.23M | Buy |
21,227
+600
| +3% | +$176K | 2.51% | 7 |
|
|
2019
Q3 | $4.62M | Buy |
20,627
+2,051
| +11% | +$459K | 2% | 9 |
|
|
2019
Q2 | $3.68M | Sell |
18,576
-816
| -4% | -$162K | 1.99% | 14 |
|
|
2019
Q1 | $3.68M | Buy |
19,392
+633
| +3% | +$120K | 1.87% | 15 |
|
|
2018
Q4 | $2.96M | Buy |
18,759
+1,873
| +11% | +$295K | 1.67% | 17 |
|
|
2018
Q3 | $3.81M | Sell |
16,886
-117
| -0.7% | -$26.4K | 1.82% | 15 |
|
|
2018
Q2 | $3.15M | Sell |
17,003
-2,402
| -12% | -$445K | 1.57% | 18 |
|
|
2018
Q1 | $3.26M | Buy |
19,405
+2,236
| +13% | +$375K | 1.45% | 20 |
|
|
2017
Q4 | $2.91M | Buy |
+17,169
| New | +$2.91M | 1.31% | 25 |
|