Bragg Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $76.5M | Buy |
301,441
+520
| +0.2% | +$135K | 2.42% | 1 |
|
|
2025
Q4 | $81.8M | Sell |
300,921
-2,416
| -0.8% | -$649K | 2.66% | 1 |
|
|
2025
Q3 | $77.2M | Buy |
303,337
+2,962
| +1% | +$669K | 2.56% | 2 |
|
|
2025
Q2 | $61.6M | Buy |
300,375
+29
| +0% | +$5.86K | 2.2% | 2 |
|
|
2025
Q1 | $66.7M | Sell |
300,346
-3,354
| -1% | -$777K | 2.74% | 1 |
|
|
2024
Q4 | $76.1M | Sell |
303,700
-1,216
| -0.4% | -$287K | 3.08% | 1 |
|
|
2024
Q3 | $71M | Buy |
304,916
+5,206
| +2% | +$1.16M | 2.92% | 1 |
|
|
2024
Q2 | $63.1M | Buy |
299,710
+4,894
| +2% | +$913K | 2.82% | 2 |
|
|
2024
Q1 | $50.6M | Buy |
294,816
+2,797
| +1% | +$509K | 2.27% | 2 |
|
|
2023
Q4 | $56.2M | Sell |
292,019
-2,846
| -1% | -$525K | 2.67% | 2 |
|
|
2023
Q3 | $50.5M | Buy |
294,865
+7,398
| +3% | +$1.36M | 2.67% | 2 |
|
|
2023
Q2 | $55.8M | Sell |
287,467
-336
| -0.1% | -$58.5K | 3.06% | 1 |
|
|
2023
Q1 | $47.5M | Buy |
287,803
+3,593
| +1% | +$530K | 2.8% | 1 |
|
|
2022
Q4 | $36.9M | Buy |
284,210
+15,888
| +6% | +$2.27M | 2.25% | 2 |
|
|
2022
Q3 | $37.1M | Sell |
268,322
-2,134
| -0.8% | -$335K | 2.56% | 2 |
|
|
2022
Q2 | $37M | Sell |
270,456
-634
| -0.2% | -$96K | 2.46% | 2 |
|
|
2022
Q1 | $47.3M | Sell |
271,090
-2,755
| -1% | -$463K | 2.76% | 2 |
|
|
2021
Q4 | $38.7M | Hold |
273,845
| – | – | 2.48% | 2 |
|
|
2021
Q3 | $38.7M | Buy |
273,845
+15,326
| +6% | +$2.26M | 2.48% | 2 |
|
|
2021
Q2 | $35.4M | Buy |
258,519
+3,486
| +1% | +$452K | 2.26% | 2 |
|
|
2021
Q1 | $31.2M | Sell |
255,033
-432
| -0.2% | -$55.5K | 2.1% | 2 |
|
|
2020
Q4 | $33.9M | Sell |
255,465
-66
| -0% | -$7.94K | 2.97% | 2 |
|
|
2020
Q3 | $29.6M | Buy |
255,531
+4,491
| +2% | +$490K | 3.03% | 2 |
|
|
2020
Q2 | $22.9M | Buy |
251,040
+2,312
| +0.9% | +$179K | 2.55% | 2 |
|
|
2020
Q1 | $15.8M | Buy |
248,728
+20,240
| +9% | +$1.49M | 2.12% | 2 |
|
|
2019
Q4 | $16.8M | Sell |
228,488
-4,660
| -2% | -$300K | 1.88% | 3 |
|
|
2019
Q3 | $13.1M | Buy |
233,148
+1,612
| +0.7% | +$84.3K | 1.59% | 5 |
|
|
2019
Q2 | $11.5M | Sell |
231,536
-520
| -0.2% | -$25.3K | 1.41% | 10 |
|
|
2019
Q1 | $11M | Buy |
232,056
+5,216
| +2% | +$221K | 1.43% | 9 |
|
|
2018
Q4 | $8.95M | Buy |
226,840
+1,072
| +0.5% | +$52K | 1.34% | 12 |
|
|
2018
Q3 | $12.7M | Sell |
225,768
-1,712
| -0.8% | -$89.2K | 1.71% | 3 |
|
|
2018
Q2 | $10.5M | Sell |
227,480
-1,272
| -0.6% | -$57.7K | 1.5% | 6 |
|
|
2018
Q1 | $9.6M | Buy |
228,752
+4,348
| +2% | +$187K | 1.4% | 7 |
|
|
2017
Q4 | $9.49M | Buy |
224,404
+2,908
| +1% | +$122K | 1.36% | 8 |
|
|
2017
Q3 | $8.53M | Buy |
221,496
+1,172
| +0.5% | +$45.5K | 1.31% | 8 |
|
|
2017
Q2 | $7.93M | Buy |
220,324
+6,960
| +3% | +$257K | 1.25% | 8 |
|
|
2017
Q1 | $7.66M | Buy |
213,364
+8,296
| +4% | +$273K | 1.23% | 10 |
|
|
2016
Q4 | $5.94M | Sell |
205,068
-3,548
| -2% | -$101K | 0.98% | 22 |
|
|
2016
Q3 | $5.9M | Buy |
208,616
+512
| +0.2% | +$13.6K | 1.05% | 17 |
|
|
2016
Q2 | $4.97M | Buy |
208,104
+7,608
| +4% | +$189K | 0.9% | 29 |
|
|
2016
Q1 | $5.46M | Buy |
200,496
+5,876
| +3% | +$146K | 1.05% | 16 |
|
|
2015
Q4 | $5.12M | Buy |
194,620
+4,008
| +2% | +$115K | 1.1% | 15 |
|
|
2015
Q3 | $5.26M | Buy |
190,612
+26,804
| +16% | +$786K | 1.26% | 12 |
|
|
2015
Q2 | $5.14M | Buy |
163,808
+5,788
| +4% | +$185K | 1.18% | 15 |
|
|
2015
Q1 | $4.92M | Buy |
158,020
+17,004
| +12% | +$513K | 1.13% | 18 |
|
|
2014
Q4 | $3.89M | Buy |
141,016
+2,444
| +2% | +$66.5K | 0.94% | 28 |
|
|
2014
Q3 | $3.49M | Buy |
138,572
+36,528
| +36% | +$896K | 0.88% | 32 |
|
|
2014
Q2 | $2.37M | Buy |
102,044
+76,368
| +297% | +$1.63M | 0.57% | 68 |
|
|
2014
Q1 | $492K | Buy |
25,676
+140
| +0.5% | +$2.66K | 0.12% | 177 |
|
|
2013
Q4 | $512K | Buy |
25,536
+2,660
| +12% | +$50.3K | 0.12% | 177 |
|
|
2013
Q3 | $390K | Buy |
22,876
+2,464
| +12% | +$40.9K | 0.1% | 194 |
|
|
2013
Q2 | $289K | Buy |
+20,412
| New | +$314K | 0.08% | 199 |
|
Other funds holding AAPL
VCM
VPM
