Bordeaux Wealth Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31.8M Sell
2025
Q1
$36.2M Sell
2024
Q4
$42.3M Sell
2024
Q3
$40M Buy
2024
Q2
$35.5M Buy
2024
Q1
$26.6M Sell
2023
Q4
$44.9M Buy
2023
Q3
$39.3M Buy
2023
Q2
$44.5M Buy
2023
Q1
$24.2M Sell
2022
Q4
$19.3M Buy
2022
Q3
$19M Buy
2022
Q2
$17.8M Sell
2022
Q1
$23.8M Buy
2021
Q4
$23.7M Buy
2021
Q3
$15.7M Sell
2021
Q2
$15.3M Buy
2021
Q1
$13.7M Sell
2020
Q4
$14.9M Buy