BFG
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 |
|