BCFD
Boit C.F. David’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Hold |
30,002
| – | – | 2.96% | 10 |
|
|
2025
Q1 | $6.66M | Hold |
30,002
| – | – | 3.34% | 6 |
|
|
2024
Q4 | $7.51M | Buy |
30,002
+100
| +0.3% | +$25K | 3.05% | 6 |
|
|
2024
Q3 | $6.78M | Sell |
29,902
-100
| -0.3% | -$22.7K | 3.36% | 7 |
|
|
2024
Q2 | $6.32M | Hold |
30,002
| – | – | 3.29% | 8 |
|
|
2024
Q1 | $5.08M | Hold |
30,002
| – | – | 2.78% | 11 |
|
|
2023
Q4 | $5.53M | Buy |
30,002
+4,600
| +18% | +$848K | 3.12% | 9 |
|
|
2023
Q3 | $4.41M | Hold |
25,402
| – | – | 3.02% | 10 |
|
|
2023
Q2 | $4.93M | Buy |
25,402
+1,200
| +5% | +$233K | 3.27% | 9 |
|
|
2023
Q1 | $4.26M | Hold |
24,202
| – | – | 2.91% | 10 |
|
|
2022
Q4 | $3.14M | Buy |
24,202
+72
| +0.3% | +$9.36K | 2.24% | 17 |
|
|
2022
Q3 | $3.34M | Buy |
+24,130
| New | +$3.34M | 2.71% | 11 |
|
|
2022
Q1 | $4.21M | Hold |
24,130
| – | – | 2.77% | 12 |
|
|
2021
Q4 | $4.29M | Hold |
24,130
| – | – | 2.72% | 14 |
|
|
2021
Q3 | $3.44M | Hold |
24,130
| – | – | 2.36% | 14 |
|
|
2021
Q2 | $3.31M | Buy |
+24,130
| New | +$3.31M | 2.52% | 13 |
|