Bison Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.9M | Sell |
67,541
-25,006
| -27% | -$5.89M | 3.73% | 3 |
|
|
2024
Q3 | $21.6M | Sell |
92,547
-79,316
| -46% | -$17.7M | 3.43% | 2 |
|
|
2024
Q2 | $29.5M | Hold |
171,863
| – | – | 4.79% | 1 |
|
|
2024
Q1 | $29.5M | Buy |
171,863
+199
| +0.1% | +$36.2K | 4.79% | 1 |
|
|
2023
Q4 | $33.1M | Buy |
171,664
+3,367
| +2% | +$622K | 5.85% | 1 |
|
|
2023
Q3 | $28.8M | Sell |
168,297
-5,842
| -3% | -$1.07M | 5.59% | 1 |
|
|
2023
Q2 | $33.8M | Buy |
174,139
+72,889
| +72% | +$12.7M | 6.27% | 1 |
|
|
2023
Q1 | $17.6M | Sell |
101,250
-1,872
| -2% | -$276K | 5.46% | 1 |
|
|
2022
Q4 | $14.7M | Sell |
103,122
-5,641
| -5% | -$806K | 4.71% | 1 |
|
|
2022
Q3 | $15M | Buy |
108,763
+31,343
| +40% | +$4.92M | 5.9% | 1 |
|
|
2022
Q2 | $10.6M | Sell |
77,420
-444
| -0.6% | -$67.2K | 6.08% | 1 |
|
|
2022
Q1 | $13.6M | Buy |
77,864
+3,821
| +5% | +$643K | 6.93% | 1 |
|
|
2021
Q4 | $13.1M | Sell |
74,043
-15,834
| -18% | -$2.5M | 7.66% | 1 |
|
|
2021
Q3 | $12.7M | Sell |
89,877
-68
| -0.1% | -$10K | 5.81% | 1 |
|
|
2021
Q2 | $12.3M | Sell |
89,945
-13,261
| -13% | -$1.72M | 5.39% | 1 |
|
|
2021
Q1 | $12.6M | Buy |
103,206
+4,646
| +5% | +$596K | 5.41% | 1 |
|
|
2020
Q4 | $13.1M | Buy |
98,560
+4,023
| +4% | +$484K | 6.11% | 1 |
|
|
2020
Q3 | $10.9M | Sell |
94,537
-11,403
| -11% | -$1.24M | 6.42% | 1 |
|
|
2020
Q2 | $9.66M | Sell |
105,940
-1,572
| -1% | -$122K | 6.1% | 1 |
|
|
2020
Q1 | $6.83M | Sell |
107,512
-616
| -0.6% | -$45.3K | 4.96% | 1 |
|
|
2019
Q4 | $7.94M | Sell |
108,128
-9,504
| -8% | -$611K | 3.8% | 1 |
|
|
2019
Q3 | $6.59M | Sell |
117,632
-144
| -0.1% | -$7.53K | 3.66% | 1 |
|
|
2019
Q2 | $5.83M | Buy |
117,776
+3,076
| +3% | +$150K | 3.4% | 1 |
|
|
2019
Q1 | $5.45M | Buy |
114,700
+6,932
| +6% | +$294K | 3.34% | 1 |
|
|
2018
Q4 | $4.25M | Buy |
107,768
+1,452
| +1% | +$70.4K | 3.09% | 3 |
|
|
2018
Q3 | $6M | Sell |
106,316
-764
| -0.7% | -$39.8K | 3.93% | 1 |
|
|
2018
Q2 | $4.96M | Sell |
107,080
-7,436
| -6% | -$337K | 3.69% | 2 |
|
|
2018
Q1 | $4.8M | Buy |
114,516
+860
| +0.8% | +$37K | 3.66% | 1 |
|
|
2017
Q4 | $4.81M | Sell |
113,656
-112
| -0.1% | -$4.68K | 3.54% | 2 |
|
|
2017
Q3 | $4.38M | Sell |
113,768
-12,220
| -10% | -$474K | 3.51% | 2 |
|
|
2017
Q2 | $4.54M | Sell |
125,988
-1,132
| -0.9% | -$41.9K | 3.75% | 2 |
|
|
2017
Q1 | $4.57M | Sell |
127,120
-10,736
| -8% | -$354K | 3.94% | 2 |
|
|
2016
Q4 | $3.99M | Buy |
137,856
+8,420
| +7% | +$239K | 3.4% | 2 |
|
|
2016
Q3 | $3.66M | Sell |
129,436
-35,596
| -22% | -$942K | 3.1% | 2 |
|
|
2016
Q2 | $3.92M | Buy |
165,032
+1,212
| +0.7% | +$30.1K | 2.36% | 3 |
|
|
2016
Q1 | $4.46M | Buy |
163,820
+6,328
| +4% | +$158K | 2.87% | 2 |
|
|
2015
Q4 | $4.14M | Buy |
157,492
+12,540
| +9% | +$358K | 2.36% | 3 |
|
|
2015
Q3 | $4M | Buy |
144,952
+19,452
| +15% | +$570K | 2.63% | 2 |
|
|
2015
Q2 | $3.94M | Sell |
125,500
-30,904
| -20% | -$988K | 2.3% | 2 |
|
|
2015
Q1 | $4.87M | Buy |
156,404
+11,536
| +8% | +$348K | 2.95% | 2 |
|
|
2014
Q4 | $4M | Buy |
+144,868
| New | +$3.94M | 3.03% | 2 |
|
Other funds holding AAPL
Bison Wealth's AAPL Position: Q4 2024 in Review
Bison Wealth reduced its Apple (AAPL) stake by 27% in Q4 2024, selling an estimated $5.89M and leaving 67,541 shares worth $16.9M. The position accounts for 3.73% of the portfolio, ranked #3.
Bison Wealth first reported a position in AAPL in Q4 2014 and has held it in 41 quarters since. The position peaked at $33.8M in Q2 2023. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.
- Bison Wealth held 67,541 shares of Apple worth $16.9M as of Q4 2024.
- Bison Wealth sold 25,006 Apple shares in Q4 2024, an estimated $5.89M.
- Apple made up 3.73% of Bison Wealth's portfolio in Q4 2024, its #3 holding.
- Bison Wealth first reported a position in Apple in Q4 2014 and has held it in 41 quarters since.
- Bison Wealth's Apple position peaked at $33.8M in Q2 2023.
- 5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.
Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.