BFA
Brendel Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
15,382
+2,601
| +20% | +$534K | 1.77% | 23 |
|
|
2025
Q1 | $2.84M | Sell |
12,781
-35
| -0.3% | -$7.77K | 1.72% | 20 |
|
|
2024
Q4 | $3.21M | Buy |
12,816
+290
| +2% | +$72.6K | 1.94% | 20 |
|
|
2024
Q3 | $2.92M | Sell |
12,526
-404
| -3% | -$94.1K | 1.66% | 23 |
|
|
2024
Q2 | $2.72M | Buy |
12,930
+247
| +2% | +$52K | 1.73% | 27 |
|
|
2024
Q1 | $2.18M | Buy |
12,683
+122
| +1% | +$20.9K | 2.49% | 17 |
|
|
2023
Q4 | $2.42M | Buy |
+12,561
| New | +$2.42M | 1.58% | 27 |
|
|
2023
Q2 | – | Sell |
-15,777
| Closed | -$2.6M | – | 44 |
|
|
2023
Q1 | $2.6M | Buy |
+15,777
| New | +$2.6M | 1.92% | 21 |
|
|
2022
Q3 | – | Sell |
-17,506
| Closed | -$2.39M | – | 38 |
|
|
2022
Q2 | $2.39M | Sell |
17,506
-4,366
| -20% | -$597K | 2.08% | 11 |
|
|
2022
Q1 | $3.82M | Sell |
21,872
-659
| -3% | -$115K | 2.08% | 15 |
|
|
2021
Q4 | $4M | Buy |
+22,531
| New | +$4M | 2.07% | 14 |
|
|
2021
Q3 | – | Sell |
-22,992
| Closed | -$3.15M | – | 57 |
|
|
2021
Q2 | $3.15M | Buy |
22,992
+2,156
| +10% | +$295K | 1.73% | 16 |
|
|
2021
Q1 | $2.55M | Buy |
20,836
+17,069
| +453% | +$2.08M | 1.7% | 26 |
|
|
2020
Q4 | $500K | Sell |
3,767
-21,670
| -85% | -$2.88M | 0.34% | 59 |
|
|
2020
Q3 | $2.95M | Buy |
25,437
+24,501
| +2,618% | +$2.84M | 2.36% | 17 |
|
|
2020
Q2 | $341K | Sell |
936
-6
| -0.6% | -$2.19K | 0.29% | 70 |
|
|
2020
Q1 | $240K | Buy |
942
+38
| +4% | +$9.68K | 0.28% | 67 |
|
|
2019
Q4 | $265K | Sell |
904
-160
| -15% | -$46.9K | 0.23% | 75 |
|
|
2019
Q3 | $238K | Hold |
1,064
| – | – | 0.21% | 75 |
|
|
2019
Q2 | $211K | Hold |
1,064
| – | – | 0.2% | 71 |
|
|
2019
Q1 | $202K | Buy |
+1,064
| New | +$202K | 0.18% | 74 |
|