Birch Hill 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 | $73.4M | Buy |
357,701
+4,648
| +1% | +$954K | 3.26% | 11 |
|
|
2025
Q1 | $78.4M | Buy |
353,053
+11,134
| +3% | +$2.47M | 3.72% | 6 |
|
|
2024
Q4 | $85.6M | Sell |
341,919
-398
| -0.1% | -$99.7K | 3.98% | 7 |
|
|
2024
Q3 | $79.8M | Sell |
342,317
-412
| -0.1% | -$96K | 3.75% | 6 |
|
|
2024
Q2 | $72.2M | Buy |
342,729
+1,336
| +0.4% | +$281K | 3.49% | 9 |
|
|
2024
Q1 | $58.5M | Sell |
341,393
-7,052
| -2% | -$1.21M | 2.85% | 11 |
|
|
2023
Q4 | $67.1M | Sell |
348,445
-5,704
| -2% | -$1.1M | 3.57% | 8 |
|
|
2023
Q3 | $60.6M | Sell |
354,149
-7,273
| -2% | -$1.25M | 3.62% | 9 |
|
|
2023
Q2 | $70.1M | Sell |
361,422
-2,008
| -0.6% | -$389K | 4.02% | 6 |
|
|
2023
Q1 | $59.9M | Sell |
363,430
-10,798
| -3% | -$1.78M | 3.72% | 6 |
|
|
2022
Q4 | $48.6M | Sell |
374,228
-3,827
| -1% | -$497K | 3.1% | 10 |
|
|
2022
Q3 | $52.2M | Sell |
378,055
-16,479
| -4% | -$2.28M | 3.53% | 10 |
|
|
2022
Q2 | $53.9M | Sell |
394,534
-3,461
| -0.9% | -$473K | 3.37% | 10 |
|
|
2022
Q1 | $69.5M | Sell |
397,995
-20,080
| -5% | -$3.51M | 3.71% | 6 |
|
|
2021
Q4 | $74.2M | Sell |
418,075
-7,855
| -2% | -$1.39M | 3.68% | 6 |
|
|
2021
Q3 | $60.3M | Sell |
425,930
-4,604
| -1% | -$651K | 3.24% | 8 |
|
|
2021
Q2 | $59M | Sell |
430,534
-5,139
| -1% | -$704K | 3.17% | 8 |
|
|
2021
Q1 | $53.2M | Sell |
435,673
-82,316
| -16% | -$10.1M | 3.03% | 11 |
|
|
2020
Q4 | $68.7M | Sell |
517,989
-40,039
| -7% | -$5.31M | 4.1% | 4 |
|
|
2020
Q3 | $64.6M | Sell |
558,028
-65,612
| -11% | -$7.6M | 4.3% | 4 |
|
|
2020
Q2 | $56.9M | Sell |
623,640
-29,796
| -5% | -$2.72M | 4.17% | 6 |
|
|
2020
Q1 | $41.5M | Sell |
653,436
-52,108
| -7% | -$3.31M | 3.64% | 9 |
|
|
2019
Q4 | $51.8M | Sell |
705,544
-6,852
| -1% | -$503K | 3.42% | 9 |
|
|
2019
Q3 | $39.9M | Buy |
712,396
+1,100
| +0.2% | +$61.6K | 2.88% | 13 |
|
|
2019
Q2 | $35.2M | Sell |
711,296
-4,080
| -0.6% | -$202K | 2.6% | 15 |
|
|
2019
Q1 | $34M | Buy |
715,376
+548
| +0.1% | +$26K | 2.59% | 13 |
|
|
2018
Q4 | $28.2M | Buy |
714,828
+7,044
| +1% | +$278K | 2.46% | 17 |
|
|
2018
Q3 | $39.9M | Sell |
707,784
-9,464
| -1% | -$534K | 2.92% | 11 |
|
|
2018
Q2 | $33.2M | Buy |
717,248
+13,360
| +2% | +$618K | 2.64% | 14 |
|
|
2018
Q1 | $29.5M | Buy |
703,888
+26,240
| +4% | +$1.1M | 2.45% | 16 |
|
|
2017
Q4 | $28.7M | Sell |
677,648
-42,212
| -6% | -$1.79M | 2.37% | 18 |
|
|
2017
Q3 | $27.7M | Sell |
719,860
-12,508
| -2% | -$482K | 2.41% | 17 |
|
|
2017
Q2 | $26.4M | Sell |
732,368
-51,228
| -7% | -$1.84M | 2.34% | 18 |
|
|
2017
Q1 | $28.1M | Sell |
783,596
-8,272
| -1% | -$297K | 2.4% | 17 |
|
|
2016
Q4 | $22.9M | Sell |
791,868
-17,140
| -2% | -$496K | 2.08% | 20 |
|
|
2016
Q3 | $22.9M | Sell |
809,008
-3,236
| -0.4% | -$91.5K | 2.12% | 20 |
|
|
2016
Q2 | $19.4M | Buy |
812,244
+158,256
| +24% | +$3.78M | 1.91% | 23 |
|
|
2016
Q1 | $17.8M | Buy |
653,988
+73,900
| +13% | +$2.01M | 1.87% | 21 |
|
|
2015
Q4 | $15.3M | Buy |
580,088
+9,340
| +2% | +$246K | 1.6% | 25 |
|
|
2015
Q3 | $15.7M | Buy |
570,748
+95,440
| +20% | +$2.63M | 1.72% | 22 |
|
|
2015
Q2 | $14.9M | Sell |
475,308
-9,756
| -2% | -$306K | 1.53% | 25 |
|
|
2015
Q1 | $15.1M | Sell |
485,064
-10,036
| -2% | -$312K | 1.54% | 27 |
|
|
2014
Q4 | $13.7M | Sell |
495,100
-1,856
| -0.4% | -$51.2K | 1.38% | 31 |
|
|
2014
Q3 | $12.5M | Buy |
496,956
+7,268
| +1% | +$183K | 1.31% | 32 |
|
|
2014
Q2 | $11.4M | Sell |
489,688
-3,252
| -0.7% | -$75.6K | 1.19% | 33 |
|
|
2014
Q1 | $9.45M | Sell |
492,940
-140
| -0% | -$2.68K | 1.02% | 34 |
|
|
2013
Q4 | $9.88M | Buy |
493,080
+4,732
| +1% | +$94.8K | 1.06% | 32 |
|
|
2013
Q3 | $8.32M | Buy |
488,348
+64,148
| +15% | +$1.09M | 0.98% | 33 |
|
|
2013
Q2 | $6.01M | Buy |
+424,200
| New | +$6.01M | 0.75% | 38 |
|