Birch Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
69,043
-1,373
| -2% | -$282K | 7.25% | 3 |
|
|
2025
Q1 | $15.6M | Sell |
70,416
-1,974
| -3% | -$438K | 8.13% | 1 |
|
|
2024
Q4 | $18.1M | Buy |
72,390
+361
| +0.5% | +$90.4K | 9.12% | 1 |
|
|
2024
Q3 | $16.8M | Buy |
72,029
+2
| +0% | +$466 | 8.2% | 1 |
|
|
2024
Q2 | $15.2M | Buy |
72,027
+2
| +0% | +$421 | 7.89% | 2 |
|
|
2024
Q1 | $12.4M | Buy |
72,025
+462
| +0.6% | +$79.2K | 6.42% | 4 |
|
|
2023
Q4 | $13.8M | Sell |
71,563
-122
| -0.2% | -$23.5K | 7.91% | 2 |
|
|
2023
Q3 | $12.3M | Sell |
71,685
-892
| -1% | -$153K | 7.77% | 2 |
|
|
2023
Q2 | $14.1M | Sell |
72,577
-1,951
| -3% | -$378K | 8.55% | 1 |
|
|
2023
Q1 | $12.3M | Sell |
74,528
-691
| -0.9% | -$114K | 7.91% | 1 |
|
|
2022
Q4 | $9.77M | Sell |
75,219
-265
| -0.4% | -$34.4K | 6.73% | 2 |
|
|
2022
Q3 | $10.4M | Sell |
75,484
-43
| -0.1% | -$5.94K | 7.87% | 1 |
|
|
2022
Q2 | $10.3M | Buy |
75,527
+100
| +0.1% | +$13.7K | 7.37% | 1 |
|
|
2022
Q1 | $13.2M | Sell |
75,427
-510
| -0.7% | -$89K | 8.1% | 1 |
|
|
2021
Q4 | $13.5M | Buy |
75,937
+3
| +0% | +$533 | 8.08% | 1 |
|
|
2021
Q3 | $10.7M | Sell |
75,934
-1,010
| -1% | -$143K | 7.3% | 1 |
|
|
2021
Q2 | $10.5M | Sell |
76,944
-61
| -0.1% | -$8.35K | 7.15% | 1 |
|
|
2021
Q1 | $9.41M | Sell |
77,005
-725
| -0.9% | -$88.6K | 6.92% | 1 |
|
|
2020
Q4 | $10.3M | Sell |
77,730
-1,016
| -1% | -$135K | 7.87% | 1 |
|
|
2020
Q3 | $9.12M | Sell |
78,746
-126
| -0.2% | -$14.6K | 7.93% | 1 |
|
|
2020
Q2 | $7.19M | Sell |
78,872
-484
| -0.6% | -$44.1K | 6.74% | 1 |
|
|
2020
Q1 | $5.05M | Sell |
79,356
-156
| -0.2% | -$9.92K | 5.81% | 1 |
|
|
2019
Q4 | $5.84M | Buy |
+79,512
| New | +$5.84M | 5.72% | 1 |
|