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Bleakley Financial Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$127M Buy
616,693
+15,426
+3% +$3.16M 3.21% 3
2025
Q1
$134M Buy
601,267
+2,375
+0.4% +$528K 4.29% 3
2024
Q4
$150M Sell
598,892
-419
-0.1% -$105K 4.51% 1
2024
Q3
$140M Buy
599,311
+6,157
+1% +$1.43M 4.26% 2
2024
Q2
$125M Sell
593,154
-24,428
-4% -$5.15M 3.61% 3
2024
Q1
$106M Buy
617,582
+6,567
+1% +$1.13M 3.07% 3
2023
Q4
$118M Buy
611,015
+17,249
+3% +$3.32M 3.74% 2
2023
Q3
$102M Sell
593,766
-31,680
-5% -$5.42M 3.58% 3
2023
Q2
$121M Sell
625,446
-35,389
-5% -$6.86M 3.79% 2
2023
Q1
$109M Buy
660,835
+11,855
+2% +$1.95M 3.64% 3
2022
Q4
$84.3M Buy
+648,980
New +$84.3M 3.02% 4