BDF
Black Diamond Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Sell |
28,424
-2,103
| -7% | -$431K | 0.91% | 28 |
|
|
2025
Q1 | $6.78M | Sell |
30,527
-3,791
| -11% | -$842K | 1.02% | 27 |
|
|
2024
Q4 | $8.59M | Buy |
34,318
+4,362
| +15% | +$1.09M | 1.29% | 21 |
|
|
2024
Q3 | $6.98M | Buy |
29,956
+1,194
| +4% | +$278K | 1.18% | 28 |
|
|
2024
Q2 | $6.06M | Buy |
28,762
+1,434
| +5% | +$302K | 1.17% | 26 |
|
|
2024
Q1 | $5.26M | Hold |
27,328
| – | – | 1.42% | 20 |
|
|
2023
Q4 | $5.26M | Buy |
27,328
+1,421
| +5% | +$274K | 1.42% | 20 |
|
|
2023
Q3 | $4.44M | Buy |
25,907
+1,877
| +8% | +$321K | 1.37% | 20 |
|
|
2023
Q2 | $4.66M | Sell |
24,030
-737
| -3% | -$143K | 1.38% | 20 |
|
|
2023
Q1 | $4.08M | Sell |
24,767
-529
| -2% | -$87.2K | 1.34% | 19 |
|
|
2022
Q4 | $3.29M | Sell |
25,296
-669
| -3% | -$86.9K | 1.19% | 22 |
|
|
2022
Q3 | $3.59M | Sell |
25,965
-3,571
| -12% | -$493K | 1.45% | 19 |
|
|
2022
Q2 | $4.04M | Buy |
29,536
+3,044
| +11% | +$416K | 1.59% | 18 |
|
|
2022
Q1 | $4.63M | Sell |
26,492
-1,337
| -5% | -$233K | 1.46% | 19 |
|
|
2021
Q4 | $4.94M | Buy |
27,829
+7,238
| +35% | +$1.29M | 1.66% | 14 |
|
|
2021
Q3 | $2.91M | Sell |
20,591
-1,873
| -8% | -$265K | 1.4% | 17 |
|
|
2021
Q2 | $3.08M | Sell |
22,464
-28
| -0.1% | -$3.84K | 1.2% | 18 |
|
|
2021
Q1 | $2.75M | Buy |
22,492
+3
| +0% | +$366 | 1.17% | 19 |
|
|
2020
Q4 | $2.98M | Sell |
22,489
-291
| -1% | -$38.6K | 1.37% | 16 |
|
|
2020
Q3 | $2.64M | Buy |
22,780
+17,285
| +315% | +$2M | 1.48% | 16 |
|
|
2020
Q2 | $2.01M | Buy |
5,495
+889
| +19% | +$324K | 1.31% | 20 |
|
|
2020
Q1 | $1.17M | Buy |
4,606
+598
| +15% | +$152K | 0.89% | 29 |
|
|
2019
Q4 | $1.18M | Sell |
4,008
-201
| -5% | -$59K | 0.85% | 31 |
|
|
2019
Q3 | $943K | Buy |
4,209
+541
| +15% | +$121K | 0.7% | 33 |
|
|
2019
Q2 | $726K | Sell |
3,668
-376
| -9% | -$74.4K | 0.62% | 33 |
|
|
2019
Q1 | $768K | Sell |
4,044
-28
| -0.7% | -$5.32K | 0.69% | 33 |
|
|
2018
Q4 | $636K | Buy |
+4,072
| New | +$636K | 0.5% | 37 |
|