BOS Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.29M | Sell |
30,655
-242
| -0.8% | -$49.7K | 2.01% | 10 |
|
2025
Q1 | $6.86M | Sell |
30,897
-1,251
| -4% | -$278K | 2.35% | 7 |
|
2024
Q4 | $8.05M | Sell |
32,148
-1,871
| -5% | -$469K | 2.88% | 6 |
|
2024
Q3 | $7.93M | Sell |
34,019
-504
| -1% | -$117K | 2.92% | 6 |
|
2024
Q2 | $7.27M | Sell |
34,523
-175
| -0.5% | -$36.9K | 3.35% | 6 |
|
2024
Q1 | $5.95M | Buy |
34,698
+980
| +3% | +$168K | 3.12% | 6 |
|
2023
Q4 | $6.49M | Sell |
33,718
-216
| -0.6% | -$41.6K | 4.45% | 3 |
|
2023
Q3 | $5.81M | Sell |
33,934
-35
| -0.1% | -$5.99K | 4.26% | 3 |
|
2023
Q2 | $6.59M | Sell |
33,969
-24
| -0.1% | -$4.66K | 5.12% | 2 |
|
2023
Q1 | $5.61M | Sell |
33,993
-322
| -0.9% | -$53.1K | 4.67% | 2 |
|
2022
Q4 | $4.46M | Buy |
+34,315
| New | +$4.46M | 3.98% | 3 |
|