BBA
Braun-Bostich & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
6,855
+142
| +2% | +$29.1K | 0.96% | 31 |
|
|
2025
Q1 | $1.49M | Sell |
6,713
-481
| -7% | -$107K | 1.1% | 28 |
|
|
2024
Q4 | $1.8M | Sell |
7,194
-2
| -0% | -$501 | 1.3% | 20 |
|
|
2024
Q3 | $1.68M | Sell |
7,196
-708
| -9% | -$165K | 1.17% | 26 |
|
|
2024
Q2 | $1.66M | Sell |
7,904
-508
| -6% | -$107K | 1.24% | 24 |
|
|
2024
Q1 | $1.44M | Buy |
8,412
+291
| +4% | +$49.9K | 1.21% | 21 |
|
|
2023
Q4 | $1.56M | Buy |
8,121
+5,336
| +192% | +$1.03M | 1.41% | 15 |
|
|
2023
Q3 | $477K | Sell |
2,785
-3,079
| -53% | -$527K | 0.89% | 21 |
|
|
2023
Q2 | $1.14M | Sell |
5,864
-95
| -2% | -$18.4K | 2.44% | 13 |
|
|
2023
Q1 | $983K | Sell |
5,959
-183
| -3% | -$30.2K | 2.33% | 14 |
|
|
2022
Q4 | $798K | Sell |
6,142
-35
| -0.6% | -$4.55K | 2.3% | 16 |
|
|
2022
Q3 | $854K | Sell |
6,177
-575
| -9% | -$79.5K | 2.61% | 10 |
|
|
2022
Q2 | $923K | Buy |
6,752
+894
| +15% | +$122K | 2.4% | 14 |
|
|
2022
Q1 | $1.02M | Sell |
5,858
-21,114
| -78% | -$3.69M | 2.2% | 20 |
|
|
2021
Q4 | $4.54M | Buy |
26,972
+21,628
| +405% | +$3.64M | 1.08% | 24 |
|
|
2021
Q3 | $756K | Buy |
5,344
+100
| +2% | +$14.1K | 1.42% | 20 |
|
|
2021
Q2 | $718K | Sell |
5,244
-472
| -8% | -$64.6K | 1.31% | 20 |
|
|
2021
Q1 | $698K | Hold |
5,716
| – | – | 1.34% | 21 |
|
|
2020
Q4 | $758K | Sell |
5,716
-2,456
| -30% | -$326K | 1.52% | 22 |
|
|
2020
Q3 | $946K | Buy |
8,172
+5,501
| +206% | +$637K | 0.94% | 22 |
|
|
2020
Q2 | $974K | Hold |
2,671
| – | – | 0.95% | 17 |
|
|
2020
Q1 | $643K | Sell |
2,671
-400
| -13% | -$96.3K | 0.82% | 20 |
|
|
2019
Q4 | $922K | Sell |
3,071
-1,219
| -28% | -$366K | 0.91% | 19 |
|
|
2019
Q3 | $961K | Sell |
4,290
-394
| -8% | -$88.3K | 1.12% | 20 |
|
|
2019
Q2 | $927K | Sell |
4,684
-811
| -15% | -$161K | 0.97% | 21 |
|
|
2019
Q1 | $1.04M | Sell |
5,495
-2,247
| -29% | -$427K | 1.09% | 21 |
|
|
2018
Q4 | $1.22M | Sell |
7,742
-1,051
| -12% | -$166K | 1.3% | 22 |
|
|
2018
Q3 | $1.99M | Buy |
8,793
+28
| +0.3% | +$6.32K | 1.91% | 11 |
|
|
2018
Q2 | $1.62M | Sell |
8,765
-974
| -10% | -$180K | 1.62% | 13 |
|
|
2018
Q1 | $1.63M | Buy |
9,739
+383
| +4% | +$64.3K | 1.42% | 18 |
|
|
2017
Q4 | $1.58M | Buy |
+9,356
| New | +$1.58M | 1.34% | 22 |
|