Bluestem Financial 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 | $502K | Sell |
2,447
-411
| -14% | -$84.3K | 0.22% | 25 |
|
|
2025
Q1 | $635K | Sell |
2,858
-243
| -8% | -$54K | 0.3% | 22 |
|
|
2024
Q4 | $777K | Buy |
3,101
+94
| +3% | +$23.5K | 0.37% | 22 |
|
|
2024
Q3 | $701K | Sell |
3,007
-49
| -2% | -$11.4K | 0.33% | 22 |
|
|
2024
Q2 | $644K | Sell |
3,056
-4
| -0.1% | -$843 | 0.33% | 21 |
|
|
2024
Q1 | $525K | Hold |
3,060
| – | – | 0.27% | 21 |
|
|
2023
Q4 | $589K | Sell |
3,060
-102
| -3% | -$19.6K | 0.34% | 21 |
|
|
2023
Q3 | $541K | Buy |
3,162
+4
| +0.1% | +$685 | 0.33% | 21 |
|
|
2023
Q2 | $613K | Sell |
3,158
-278
| -8% | -$53.9K | 0.37% | 21 |
|
|
2023
Q1 | $567K | Buy |
3,436
+1
| +0% | +$165 | 0.35% | 21 |
|
|
2022
Q4 | $446K | Sell |
3,435
-121
| -3% | -$15.7K | 0.29% | 21 |
|
|
2022
Q3 | $491K | Sell |
3,556
-162
| -4% | -$22.4K | 0.35% | 21 |
|
|
2022
Q2 | $508K | Sell |
3,718
-156
| -4% | -$21.3K | 0.35% | 20 |
|
|
2022
Q1 | $677K | Hold |
3,874
| – | – | 0.42% | 20 |
|
|
2021
Q4 | $688K | Buy |
3,874
+99
| +3% | +$17.6K | 0.43% | 17 |
|
|
2021
Q3 | $534K | Sell |
3,775
-349
| -8% | -$49.4K | 0.35% | 18 |
|
|
2021
Q2 | $565K | Buy |
4,124
+1
| +0% | +$137 | 0.38% | 17 |
|
|
2021
Q1 | $504K | Buy |
4,123
+1
| +0% | +$122 | 0.36% | 18 |
|
|
2020
Q4 | $547K | Sell |
4,122
-63
| -2% | -$8.36K | 0.4% | 17 |
|
|
2020
Q3 | $485K | Sell |
4,185
-39
| -0.9% | -$4.52K | 0.41% | 17 |
|
|
2020
Q2 | $385K | Hold |
4,224
| – | – | 0.35% | 17 |
|
|
2020
Q1 | $268K | Sell |
4,224
-196
| -4% | -$12.4K | 0.29% | 17 |
|
|
2019
Q4 | $325K | Buy |
+4,420
| New | +$325K | 0.3% | 16 |
|