BFA
Bragg Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6M | Buy |
300,375
+29
| +0% | +$5.95K | 2.2% | 2 |
|
|
2025
Q1 | $66.7M | Sell |
300,346
-3,354
| -1% | -$745K | 2.74% | 1 |
|
|
2024
Q4 | $76.1M | Sell |
303,700
-1,216
| -0.4% | -$305K | 3.08% | 1 |
|
|
2024
Q3 | $71M | Buy |
304,916
+5,206
| +2% | +$1.21M | 2.92% | 1 |
|
|
2024
Q2 | $63.1M | Buy |
299,710
+4,894
| +2% | +$1.03M | 2.82% | 2 |
|
|
2024
Q1 | $50.6M | Buy |
294,816
+2,797
| +1% | +$480K | 2.27% | 2 |
|
|
2023
Q4 | $56.2M | Sell |
292,019
-2,846
| -1% | -$548K | 2.67% | 2 |
|
|
2023
Q3 | $50.5M | Buy |
294,865
+7,398
| +3% | +$1.27M | 2.67% | 2 |
|
|
2023
Q2 | $55.8M | Sell |
287,467
-336
| -0.1% | -$65.2K | 3.06% | 1 |
|
|
2023
Q1 | $47.5M | Buy |
287,803
+3,593
| +1% | +$592K | 2.8% | 1 |
|
|
2022
Q4 | $36.9M | Buy |
284,210
+15,888
| +6% | +$2.06M | 2.25% | 2 |
|
|
2022
Q3 | $37.1M | Sell |
268,322
-2,134
| -0.8% | -$295K | 2.56% | 2 |
|
|
2022
Q2 | $37M | Sell |
270,456
-634
| -0.2% | -$86.7K | 2.46% | 2 |
|
|
2022
Q1 | $47.3M | Sell |
271,090
-2,755
| -1% | -$481K | 2.76% | 2 |
|
|
2021
Q4 | $38.7M | Hold |
273,845
| – | – | 2.48% | 2 |
|
|
2021
Q3 | $38.7M | Buy |
273,845
+15,326
| +6% | +$2.17M | 2.48% | 2 |
|
|
2021
Q2 | $35.4M | Buy |
258,519
+3,486
| +1% | +$477K | 2.26% | 2 |
|
|
2021
Q1 | $31.2M | Sell |
255,033
-432
| -0.2% | -$52.8K | 2.1% | 2 |
|
|
2020
Q4 | $33.9M | Sell |
255,465
-66
| -0% | -$8.76K | 2.97% | 2 |
|
|
2020
Q3 | $29.6M | Buy |
255,531
+192,771
| +307% | +$22.3M | 3.03% | 2 |
|
|
2020
Q2 | $22.9M | Buy |
62,760
+578
| +0.9% | +$211K | 2.55% | 2 |
|
|
2020
Q1 | $15.8M | Buy |
62,182
+5,060
| +9% | +$1.29M | 2.12% | 2 |
|
|
2019
Q4 | $16.8M | Sell |
57,122
-1,165
| -2% | -$342K | 1.88% | 3 |
|
|
2019
Q3 | $13.1M | Buy |
58,287
+403
| +0.7% | +$90.3K | 1.59% | 5 |
|
|
2019
Q2 | $11.5M | Sell |
57,884
-130
| -0.2% | -$25.7K | 1.41% | 10 |
|
|
2019
Q1 | $11M | Buy |
58,014
+1,304
| +2% | +$248K | 1.43% | 9 |
|
|
2018
Q4 | $8.95M | Buy |
56,710
+268
| +0.5% | +$42.3K | 1.34% | 12 |
|
|
2018
Q3 | $12.7M | Sell |
56,442
-428
| -0.8% | -$96.6K | 1.71% | 3 |
|
|
2018
Q2 | $10.5M | Sell |
56,870
-318
| -0.6% | -$58.9K | 1.5% | 6 |
|
|
2018
Q1 | $9.6M | Buy |
57,188
+1,087
| +2% | +$182K | 1.4% | 7 |
|
|
2017
Q4 | $9.49M | Buy |
56,101
+727
| +1% | +$123K | 1.36% | 8 |
|
|
2017
Q3 | $8.53M | Buy |
55,374
+293
| +0.5% | +$45.2K | 1.31% | 8 |
|
|
2017
Q2 | $7.93M | Buy |
55,081
+1,740
| +3% | +$251K | 1.25% | 8 |
|
|
2017
Q1 | $7.66M | Buy |
53,341
+2,074
| +4% | +$298K | 1.23% | 10 |
|
|
2016
Q4 | $5.94M | Sell |
51,267
-887
| -2% | -$103K | 0.98% | 22 |
|
|
2016
Q3 | $5.9M | Buy |
52,154
+128
| +0.2% | +$14.5K | 1.05% | 17 |
|
|
2016
Q2 | $4.97M | Buy |
52,026
+1,902
| +4% | +$182K | 0.9% | 29 |
|
|
2016
Q1 | $5.46M | Buy |
50,124
+1,469
| +3% | +$160K | 1.05% | 16 |
|
|
2015
Q4 | $5.12M | Buy |
48,655
+1,002
| +2% | +$105K | 1.1% | 15 |
|
|
2015
Q3 | $5.26M | Buy |
47,653
+6,701
| +16% | +$739K | 1.26% | 12 |
|
|
2015
Q2 | $5.14M | Buy |
40,952
+1,447
| +4% | +$181K | 1.18% | 15 |
|
|
2015
Q1 | $4.92M | Buy |
39,505
+4,251
| +12% | +$529K | 1.13% | 18 |
|
|
2014
Q4 | $3.89M | Buy |
35,254
+611
| +2% | +$67.4K | 0.94% | 28 |
|
|
2014
Q3 | $3.49M | Buy |
34,643
+9,132
| +36% | +$920K | 0.88% | 32 |
|
|
2014
Q2 | $2.37M | Buy |
25,511
+24,594
| +2,682% | +$2.29M | 0.57% | 68 |
|
|
2014
Q1 | $492K | Buy |
917
+5
| +0.5% | +$2.68K | 0.12% | 177 |
|
|
2013
Q4 | $512K | Buy |
912
+95
| +12% | +$53.3K | 0.12% | 177 |
|
|
2013
Q3 | $390K | Buy |
817
+88
| +12% | +$42K | 0.1% | 194 |
|
|
2013
Q2 | $289K | Buy |
+729
| New | +$289K | 0.08% | 199 |
|