BKA
Brick & Kyle Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
60,103
-215
| -0.4% | -$45.4K | 5.63% | 3 |
|
|
2025
Q1 | $13.3M | Sell |
60,318
-1,070
| -2% | -$236K | 6.11% | 2 |
|
|
2024
Q4 | $15.4M | Sell |
61,388
-803
| -1% | -$201K | 6.54% | 2 |
|
|
2024
Q3 | $13.7M | Sell |
62,191
-1,283
| -2% | -$283K | 5.89% | 2 |
|
|
2024
Q2 | $13.4M | Sell |
63,474
-764
| -1% | -$161K | 5.52% | 2 |
|
|
2024
Q1 | $10.8M | Buy |
64,238
+5,896
| +10% | +$987K | 4.77% | 3 |
|
|
2023
Q4 | $11.2M | Sell |
58,342
-1,800
| -3% | -$347K | 5.59% | 2 |
|
|
2023
Q3 | $10.3M | Sell |
60,142
-343
| -0.6% | -$58.7K | 5.46% | 3 |
|
|
2023
Q2 | $11.3M | Sell |
60,485
-211
| -0.3% | -$39.5K | 6.07% | 2 |
|
|
2023
Q1 | $10M | Sell |
60,696
-18,360
| -23% | -$3.03M | 5.73% | 1 |
|
|
2022
Q4 | $7.98M | Sell |
79,056
-1,221
| -2% | -$123K | 4.64% | 1 |
|
|
2022
Q3 | $11.2M | Sell |
80,277
-19,510
| -20% | -$2.73M | 6.8% | 1 |
|
|
2022
Q2 | $13.5M | Buy |
99,787
+21,867
| +28% | +$2.97M | 7.59% | 1 |
|
|
2022
Q1 | $13.6M | Sell |
77,920
-77,920
| -50% | -$13.6M | 6.6% | 1 |
|
|
2021
Q4 | $27.3M | Buy |
155,840
+79,430
| +104% | +$13.9M | 6.36% | 1 |
|
|
2021
Q3 | $10.7M | Buy |
76,410
+398
| +0.5% | +$55.7K | 5.43% | 1 |
|
|
2021
Q2 | $10.4M | Sell |
76,012
-5,075
| -6% | -$695K | 5.43% | 1 |
|
|
2021
Q1 | $9.98M | Sell |
81,087
-13,634
| -14% | -$1.68M | 5.51% | 1 |
|
|
2020
Q4 | $12.6M | Sell |
94,721
-79,823
| -46% | -$10.6M | 7.86% | 1 |
|
|
2020
Q3 | $19.9M | Buy |
174,544
+128,996
| +283% | +$14.7M | 13.76% | 1 |
|
|
2020
Q2 | $16.5M | Sell |
45,548
-809
| -2% | -$293K | 12.3% | 1 |
|
|
2020
Q1 | $11.8M | Buy |
46,357
+22,629
| +95% | +$5.75M | 11.06% | 1 |
|
|
2019
Q4 | $7.51M | Sell |
23,728
-431
| -2% | -$136K | 5.72% | 1 |
|
|
2019
Q3 | $6.02M | Buy |
24,159
+37
| +0.2% | +$9.22K | 4.99% | 3 |
|
|
2019
Q2 | $4.83M | Buy |
24,122
+624
| +3% | +$125K | 4.56% | 3 |
|
|
2019
Q1 | $4.46M | Buy |
23,498
+567
| +2% | +$108K | 4.58% | 3 |
|
|
2018
Q4 | $3.62M | Buy |
+22,931
| New | +$3.62M | 3.46% | 5 |
|
|
2018
Q2 | $5.45M | Sell |
29,445
-844
| -3% | -$156K | 4.26% | 2 |
|
|
2018
Q1 | $5.08M | Sell |
30,289
-288
| -0.9% | -$48.3K | 4.1% | 2 |
|
|
2017
Q4 | $5.18M | Buy |
30,577
+280
| +0.9% | +$47.4K | 4.21% | 1 |
|
|
2017
Q3 | $4.67M | Buy |
30,297
+173
| +0.6% | +$26.7K | 3.78% | 1 |
|
|
2017
Q2 | $4.34M | Sell |
30,124
-8,288
| -22% | -$1.19M | 3.73% | 1 |
|
|
2017
Q1 | $5.52M | Sell |
38,412
-563
| -1% | -$80.9K | 4.28% | 1 |
|
|
2016
Q4 | $4.51M | Buy |
38,975
+48
| +0.1% | +$5.56K | 3.62% | 1 |
|
|
2016
Q3 | $4.4M | Sell |
38,927
-1,359
| -3% | -$154K | 3.54% | 1 |
|
|
2016
Q2 | $3.85M | Sell |
40,286
-766
| -2% | -$73.2K | 3.16% | 2 |
|
|
2016
Q1 | $4.47M | Buy |
41,052
+628
| +2% | +$68.4K | 3.88% | 1 |
|
|
2015
Q4 | $4.26M | Sell |
40,424
-1,449
| -3% | -$153K | 3.75% | 1 |
|
|
2015
Q3 | $4.62M | Sell |
41,873
-55
| -0.1% | -$6.07K | 4.33% | 1 |
|
|
2015
Q2 | $5.26M | Buy |
41,928
+829
| +2% | +$104K | 4.41% | 1 |
|
|
2015
Q1 | $5.11M | Buy |
41,099
+620
| +2% | +$77.1K | 4.38% | 1 |
|
|
2014
Q4 | $4.47M | Buy |
+40,479
| New | +$4.47M | 3.86% | 1 |
|