Bradley & Co Private Wealth 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 | $11.6M | Sell |
56,410
-333
| -0.6% | -$68.3K | 7.09% | 5 |
|
|
2025
Q1 | $12.6M | Sell |
56,743
-3,521
| -6% | -$782K | 8.61% | 2 |
|
|
2024
Q4 | $15.1M | Buy |
+60,264
| New | +$15.1M | 9.42% | 1 |
|
|
2024
Q2 | $12.9M | Sell |
61,405
-1,951
| -3% | -$411K | 9.56% | 1 |
|
|
2024
Q1 | $10.9M | Buy |
63,356
+3,391
| +6% | +$581K | 8.79% | 1 |
|
|
2023
Q4 | $11.5M | Sell |
59,965
-2,714
| -4% | -$523K | 10.68% | 1 |
|
|
2023
Q3 | $10.7M | Sell |
62,679
-818
| -1% | -$140K | 11.2% | 1 |
|
|
2023
Q2 | $12.3M | Sell |
63,497
-4,880
| -7% | -$947K | 12.2% | 1 |
|
|
2023
Q1 | $11.3M | Sell |
68,377
-1,368
| -2% | -$226K | 12.35% | 1 |
|
|
2022
Q4 | $9.06M | Buy |
69,745
+91
| +0.1% | +$11.8K | 11.03% | 1 |
|
|
2022
Q3 | $9.63M | Buy |
69,654
+3,365
| +5% | +$465K | 11.48% | 1 |
|
|
2022
Q2 | $9.06M | Sell |
66,289
-1,993
| -3% | -$272K | 9.99% | 1 |
|
|
2022
Q1 | $11.9M | Sell |
68,282
-3,388
| -5% | -$592K | 10.25% | 1 |
|
|
2021
Q4 | $12.7M | Sell |
71,670
-432
| -0.6% | -$76.7K | 10.2% | 1 |
|
|
2021
Q3 | $10.2M | Sell |
72,102
-149
| -0.2% | -$21.1K | 8.8% | 1 |
|
|
2021
Q2 | $9.9M | Sell |
72,251
-751
| -1% | -$103K | 8.63% | 1 |
|
|
2021
Q1 | $8.92M | Buy |
+73,002
| New | +$8.92M | 8.23% | 1 |
|