Bond & Devick Financial Network’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.66M | Buy |
14,415
+247
| +2% | +$64.3K | 1.02% | 21 |
|
|
2025
Q4 | $3.85M | Sell |
14,168
-285
| -2% | -$76.5K | 1.08% | 21 |
|
|
2025
Q3 | $3.68M | Buy |
14,453
+923
| +7% | +$209K | 1.11% | 21 |
|
|
2025
Q2 | $2.78M | Hold |
13,530
| – | – | 0.92% | 21 |
|
|
2025
Q1 | $3.01M | Sell |
13,530
-1,550
| -10% | -$359K | 1.09% | 21 |
|
|
2024
Q4 | $3.51M | Hold |
15,080
| – | – | 1.5% | 14 |
|
|
2024
Q3 | $3.51M | Sell |
15,080
-2,085
| -12% | -$466K | 1.5% | 14 |
|
|
2024
Q2 | $3.62M | Sell |
17,165
-149
| -0.9% | -$27.8K | 1.94% | 13 |
|
|
2024
Q1 | $2.97M | Sell |
17,314
-52
| -0.3% | -$9.46K | 1.61% | 14 |
|
|
2023
Q4 | $3.34M | Buy |
17,366
+2,410
| +16% | +$445K | 1.9% | 13 |
|
|
2023
Q3 | $2.56M | Sell |
14,956
-2,840
| -16% | -$521K | 1.65% | 14 |
|
|
2023
Q2 | $3.45M | Sell |
17,796
-275
| -2% | -$47.9K | 2.14% | 12 |
|
|
2023
Q1 | $2.98M | Buy |
18,071
+2,005
| +12% | +$296K | 1.9% | 12 |
|
|
2022
Q4 | $2.09M | Buy |
16,066
+2
| +0% | +$286 | 1.49% | 15 |
|
|
2022
Q3 | $2.22M | Sell |
16,064
-1,151
| -7% | -$181K | 1.84% | 14 |
|
|
2022
Q2 | $2.35M | Buy |
17,215
+7,920
| +85% | +$1.2M | 2.06% | 12 |
|
|
2022
Q1 | $1.62M | Sell |
9,295
-80
| -0.9% | -$13.5K | 1.3% | 16 |
|
|
2021
Q4 | $1.67M | Sell |
9,375
-110
| -1% | -$17.4K | 1.25% | 16 |
|
|
2021
Q3 | $1.34M | Sell |
9,485
-50
| -0.5% | -$7.36K | 1.12% | 18 |
|
|
2021
Q2 | $1.31M | Hold |
9,535
| – | – | 1.08% | 17 |
|
|
2021
Q1 | $1.17M | Buy |
9,535
+200
| +2% | +$25.7K | 1.08% | 19 |
|
|
2020
Q4 | $1.24M | Buy |
+9,335
| New | +$1.12M | 1.41% | 16 |
|
Other funds holding AAPL
VCM
VPM
