BFO
Boston Family Office’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.1M | Buy |
297,988
+210
| +0.1% | +$43.1K | 4.06% | 2 |
|
|
2025
Q1 | $66.1M | Sell |
297,778
-19,408
| -6% | -$4.31M | 4.68% | 1 |
|
|
2024
Q4 | $79.4M | Sell |
317,186
-1,942
| -0.6% | -$486K | 5.45% | 1 |
|
|
2024
Q3 | $74.4M | Sell |
319,128
-6,275
| -2% | -$1.46M | 5.04% | 1 |
|
|
2024
Q2 | $68.5M | Sell |
325,403
-3,974
| -1% | -$837K | 4.94% | 1 |
|
|
2024
Q1 | $56.5M | Sell |
329,377
-6,547
| -2% | -$1.12M | 4.06% | 2 |
|
|
2023
Q4 | $64.7M | Sell |
335,924
-9,227
| -3% | -$1.78M | 4.86% | 1 |
|
|
2023
Q3 | $59.1M | Sell |
345,151
-36,082
| -9% | -$6.18M | 4.84% | 1 |
|
|
2023
Q2 | $73.9M | Sell |
381,233
-20,773
| -5% | -$4.03M | 5.67% | 1 |
|
|
2023
Q1 | $66.3M | Sell |
402,006
-9,479
| -2% | -$1.56M | 5.31% | 1 |
|
|
2022
Q4 | $53.5M | Sell |
411,485
-349
| -0.1% | -$45.3K | 4.44% | 1 |
|
|
2022
Q3 | $56.9M | Sell |
411,834
-9,588
| -2% | -$1.33M | 5.06% | 1 |
|
|
2022
Q2 | $57.6M | Buy |
421,422
+5,269
| +1% | +$720K | 4.81% | 1 |
|
|
2022
Q1 | $72.7M | Sell |
416,153
-35,925
| -8% | -$6.27M | 5.17% | 1 |
|
|
2021
Q4 | $80.3M | Sell |
452,078
-1,848
| -0.4% | -$328K | 5.22% | 1 |
|
|
2021
Q3 | $64.2M | Sell |
453,926
-4,323
| -0.9% | -$612K | 4.65% | 1 |
|
|
2021
Q2 | $62.8M | Buy |
458,249
+885
| +0.2% | +$121K | 4.48% | 1 |
|
|
2021
Q1 | $56.1M | Sell |
457,364
-15,424
| -3% | -$1.89M | 4.21% | 1 |
|
|
2020
Q4 | $62.7M | Sell |
472,788
-10,061
| -2% | -$1.34M | 4.83% | 1 |
|
|
2020
Q3 | $55.9M | Buy |
482,849
+351,801
| +268% | +$40.7M | 5.07% | 1 |
|
|
2020
Q2 | $47.8M | Sell |
131,048
-885
| -0.7% | -$323K | 4.65% | 1 |
|
|
2020
Q1 | $33.5M | Sell |
131,933
-4,176
| -3% | -$1.06M | 3.96% | 1 |
|
|
2019
Q4 | $40M | Sell |
136,109
-3,919
| -3% | -$1.15M | 3.8% | 1 |
|
|
2019
Q3 | $31.4M | Sell |
140,028
-1,141
| -0.8% | -$256K | 3.25% | 1 |
|
|
2019
Q2 | $27.9M | Buy |
141,169
+75
| +0.1% | +$14.8K | 2.9% | 1 |
|
|
2019
Q1 | $26.8M | Sell |
141,094
-91
| -0.1% | -$17.3K | 2.9% | 1 |
|
|
2018
Q4 | $22.3M | Sell |
141,185
-3,139
| -2% | -$495K | 2.77% | 1 |
|
|
2018
Q3 | $32.6M | Sell |
144,324
-8,562
| -6% | -$1.93M | 3.43% | 1 |
|
|
2018
Q2 | $28.3M | Sell |
152,886
-551
| -0.4% | -$102K | 3.2% | 1 |
|
|
2018
Q1 | $25.7M | Sell |
153,437
-2,029
| -1% | -$340K | 2.94% | 1 |
|
|
2017
Q4 | $26.3M | Sell |
155,466
-4,095
| -3% | -$693K | 2.89% | 1 |
|
|
2017
Q3 | $24.6M | Buy |
159,561
+2,643
| +2% | +$407K | 2.79% | 1 |
|
|
2017
Q2 | $22.6M | Sell |
156,918
-3,297
| -2% | -$475K | 2.68% | 1 |
|
|
2017
Q1 | $23M | Sell |
160,215
-7,928
| -5% | -$1.14M | 2.83% | 1 |
|
|
2016
Q4 | $19.5M | Sell |
168,143
-1,579
| -0.9% | -$183K | 2.53% | 1 |
|
|
2016
Q3 | $19.2M | Sell |
169,722
-550
| -0.3% | -$62.2K | 2.49% | 2 |
|
|
2016
Q2 | $16.3M | Buy |
170,272
+36,613
| +27% | +$3.5M | 2.11% | 4 |
|
|
2016
Q1 | $14.6M | Buy |
133,659
+23,980
| +22% | +$2.61M | 1.92% | 8 |
|
|
2015
Q4 | $11.5M | Buy |
109,679
+1,093
| +1% | +$115K | 1.58% | 13 |
|
|
2015
Q3 | $12M | Sell |
108,586
-3,398
| -3% | -$375K | 1.67% | 12 |
|
|
2015
Q2 | $14M | Sell |
111,984
-7,784
| -6% | -$976K | 1.77% | 9 |
|
|
2015
Q1 | $14.9M | Sell |
119,768
-1,475
| -1% | -$184K | 1.85% | 8 |
|
|
2014
Q4 | $13.4M | Sell |
121,243
-1,497
| -1% | -$165K | 1.67% | 10 |
|
|
2014
Q3 | $12.4M | Sell |
122,740
-2,571
| -2% | -$259K | 1.59% | 10 |
|
|
2014
Q2 | $11.6M | Buy |
125,311
+106,999
| +584% | +$9.94M | 1.48% | 13 |
|
|
2014
Q1 | $9.83M | Buy |
18,312
+499
| +3% | +$268K | 1.31% | 19 |
|
|
2013
Q4 | $9.99M | Buy |
17,813
+162
| +0.9% | +$90.9K | 1.32% | 19 |
|
|
2013
Q3 | $8.42M | Buy |
17,651
+229
| +1% | +$109K | 1.2% | 22 |
|
|
2013
Q2 | $6.91M | Buy |
+17,422
| New | +$6.91M | 1.05% | 29 |
|