Bordeaux Wealth 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 | $31.8M | Sell |
154,831
-8,152
| -5% | -$1.67M | 4.07% | 4 |
|
|
2025
Q1 | $36.2M | Sell |
162,983
-6,019
| -4% | -$1.34M | 6.7% | 3 |
|
|
2024
Q4 | $42.3M | Sell |
169,002
-2,680
| -2% | -$671K | 6.8% | 4 |
|
|
2024
Q3 | $40M | Buy |
171,682
+3,006
| +2% | +$700K | 7.24% | 3 |
|
|
2024
Q2 | $35.5M | Buy |
168,676
+13,807
| +9% | +$2.91M | 6.77% | 4 |
|
|
2024
Q1 | $26.6M | Sell |
154,869
-78,496
| -34% | -$13.5M | 8.78% | 3 |
|
|
2023
Q4 | $44.9M | Buy |
233,365
+3,723
| +2% | +$717K | 15.18% | 2 |
|
|
2023
Q3 | $39.3M | Buy |
229,642
+181
| +0.1% | +$31K | 15.91% | 1 |
|
|
2023
Q2 | $44.5M | Buy |
229,461
+82,500
| +56% | +$16M | 18.25% | 1 |
|
|
2023
Q1 | $24.2M | Sell |
146,961
-1,284
| -0.9% | -$212K | 12.49% | 2 |
|
|
2022
Q4 | $19.3M | Buy |
148,245
+10,649
| +8% | +$1.38M | 10.57% | 2 |
|
|
2022
Q3 | $19M | Buy |
137,596
+7,373
| +6% | +$1.02M | 11.95% | 2 |
|
|
2022
Q2 | $17.8M | Sell |
130,223
-6,297
| -5% | -$861K | 12.27% | 1 |
|
|
2022
Q1 | $23.8M | Buy |
136,520
+3,188
| +2% | +$557K | 12.85% | 1 |
|
|
2021
Q4 | $23.7M | Buy |
133,332
+22,572
| +20% | +$4.01M | 10.87% | 1 |
|
|
2021
Q3 | $15.7M | Sell |
110,760
-1,320
| -1% | -$187K | 8.88% | 2 |
|
|
2021
Q2 | $15.4M | Buy |
112,080
+53
| +0% | +$7.26K | 8.82% | 2 |
|
|
2021
Q1 | $13.7M | Sell |
112,027
-561
| -0.5% | -$68.5K | 9.49% | 2 |
|
|
2020
Q4 | $14.9M | Buy |
+112,588
| New | +$14.9M | 11.23% | 2 |
|