BRM
Boston Research & Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
57,218
+672
| +1% | +$138K | 2.81% | 4 |
|
|
2025
Q1 | $12.6M | Sell |
56,546
-519
| -0.9% | -$115K | 3.12% | 3 |
|
|
2024
Q4 | $14.3M | Sell |
57,065
-436
| -0.8% | -$109K | 3.51% | 3 |
|
|
2024
Q3 | $13.4M | Sell |
57,501
-498
| -0.9% | -$116K | 3.15% | 3 |
|
|
2024
Q2 | $12.2M | Sell |
57,999
-822
| -1% | -$173K | 3.09% | 3 |
|
|
2024
Q1 | $10.1M | Buy |
58,821
+360
| +0.6% | +$61.7K | 2.49% | 4 |
|
|
2023
Q4 | $11.3M | Buy |
58,461
+1,867
| +3% | +$359K | 2.99% | 3 |
|
|
2023
Q3 | $9.69M | Sell |
56,594
-696
| -1% | -$119K | 2.86% | 3 |
|
|
2023
Q2 | $11.1M | Sell |
57,290
-530
| -0.9% | -$103K | 3.15% | 3 |
|
|
2023
Q1 | $9.53M | Buy |
57,820
+114
| +0.2% | +$18.8K | 2.85% | 3 |
|
|
2022
Q4 | $7.5M | Sell |
57,706
-44
| -0.1% | -$5.72K | 2.32% | 7 |
|
|
2022
Q3 | $7.98M | Sell |
57,750
-14
| -0% | -$1.94K | 2.72% | 3 |
|
|
2022
Q2 | $7.9M | Buy |
57,764
+455
| +0.8% | +$62.2K | 2.56% | 4 |
|
|
2022
Q1 | $10M | Sell |
57,309
-3,514
| -6% | -$614K | 2.9% | 3 |
|
|
2021
Q4 | $10.8M | Sell |
60,823
-2,640
| -4% | -$469K | 2.95% | 3 |
|
|
2021
Q3 | $8.98M | Sell |
63,463
-585
| -0.9% | -$82.8K | 2.67% | 3 |
|
|
2021
Q2 | $8.77M | Sell |
64,048
-1,002
| -2% | -$137K | 2.66% | 3 |
|
|
2021
Q1 | $7.95M | Sell |
65,050
-583
| -0.9% | -$71.2K | 2.56% | 3 |
|
|
2020
Q4 | $8.71M | Sell |
65,633
-3,223
| -5% | -$428K | 3.03% | 3 |
|
|
2020
Q3 | $7.97M | Buy |
68,856
+50,811
| +282% | +$5.88M | 3.12% | 3 |
|
|
2020
Q2 | $6.58M | Sell |
18,045
-1,300
| -7% | -$474K | 2.73% | 5 |
|
|
2020
Q1 | $4.92M | Sell |
19,345
-7,452
| -28% | -$1.89M | 2.47% | 8 |
|
|
2019
Q4 | $7.87M | Sell |
26,797
-1,528
| -5% | -$449K | 2.95% | 2 |
|
|
2019
Q3 | $6.34M | Buy |
28,325
+225
| +0.8% | +$50.4K | 2.51% | 5 |
|
|
2019
Q2 | $5.56M | Hold |
28,100
| – | – | 2.25% | 6 |
|
|
2019
Q1 | $5.34M | Sell |
28,100
-565
| -2% | -$107K | 2.22% | 6 |
|
|
2018
Q4 | $4.52M | Buy |
28,665
+1,895
| +7% | +$299K | 2.15% | 13 |
|
|
2018
Q3 | $6.04M | Sell |
26,770
-170
| -0.6% | -$38.4K | 2.76% | 3 |
|
|
2018
Q2 | $4.99M | Buy |
26,940
+10
| +0% | +$1.85K | 2.45% | 5 |
|
|
2018
Q1 | $4.52M | Sell |
26,930
-450
| -2% | -$75.5K | 2.3% | 5 |
|
|
2017
Q4 | $4.63M | Sell |
27,380
-1,935
| -7% | -$327K | 2.32% | 6 |
|
|
2017
Q3 | $4.52M | Sell |
29,315
-217
| -0.7% | -$33.4K | 2.31% | 6 |
|
|
2017
Q2 | $4.25M | Sell |
29,532
-990
| -3% | -$143K | 2.3% | 4 |
|
|
2017
Q1 | $4.38M | Sell |
30,522
-1,835
| -6% | -$264K | 2.39% | 3 |
|
|
2016
Q4 | $3.75M | Buy |
32,357
+280
| +0.9% | +$32.4K | 2.13% | 9 |
|
|
2016
Q3 | $3.63M | Sell |
32,077
-410
| -1% | -$46.3K | 2.09% | 8 |
|
|
2016
Q2 | $3.11M | Buy |
32,487
+3,100
| +11% | +$296K | 1.88% | 16 |
|
|
2016
Q1 | $3.2M | Buy |
29,387
+780
| +3% | +$85K | 1.99% | 12 |
|
|
2015
Q4 | $3.01M | Buy |
28,607
+465
| +2% | +$48.9K | 1.87% | 16 |
|
|
2015
Q3 | $3.1M | Buy |
28,142
+460
| +2% | +$50.7K | 2.04% | 10 |
|
|
2015
Q2 | $3.47M | Sell |
27,682
-510
| -2% | -$64K | 2.2% | 5 |
|
|
2015
Q1 | $3.51M | Sell |
28,192
-2,840
| -9% | -$353K | 2.22% | 5 |
|
|
2014
Q4 | $3.43M | Sell |
31,032
-230
| -0.7% | -$25.4K | 2.15% | 6 |
|
|
2014
Q3 | $3.15M | Sell |
31,262
-1,130
| -3% | -$114K | 2.12% | 8 |
|
|
2014
Q2 | $3.01M | Buy |
32,392
+27,757
| +599% | +$2.58M | 2.08% | 9 |
|
|
2014
Q1 | $2.49M | Buy |
4,635
+115
| +3% | +$61.7K | 1.83% | 18 |
|
|
2013
Q4 | $2.54M | Buy |
4,520
+34
| +0.8% | +$19.1K | 1.95% | 13 |
|
|
2013
Q3 | $2.14M | Buy |
4,486
+88
| +2% | +$41.9K | 1.81% | 19 |
|
|
2013
Q2 | $1.74M | Buy |
+4,398
| New | +$1.74M | 1.55% | 30 |
|