Brickley Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $114M | Buy |
394,727
+12,132
| +3% | +$3.47M | 16.4% | 2 |
|
|
2026
Q1 | $97.1M | Sell |
382,595
-5,545
| -1% | -$1.44M | 16.65% | 2 |
|
|
2025
Q4 | $106M | Buy |
388,140
+12,634
| +3% | +$3.39M | 17.79% | 2 |
|
|
2025
Q3 | $95.6M | Buy |
375,506
+1,186
| +0.3% | +$268K | 16.66% | 2 |
|
|
2025
Q2 | $76.8M | Buy |
374,320
+13,593
| +4% | +$2.75M | 15.03% | 2 |
|
|
2025
Q1 | $80.1M | Buy |
360,727
+454
| +0.1% | +$105K | 16.62% | 2 |
|
|
2024
Q4 | $90.2M | Buy |
360,273
+14,093
| +4% | +$3.32M | 18.32% | 2 |
|
|
2024
Q3 | $80.7M | Sell |
346,180
-962
| -0.3% | -$215K | 16.46% | 2 |
|
|
2024
Q2 | $73.1M | Buy |
347,142
+44,868
| +15% | +$8.37M | 16.01% | 2 |
|
|
2024
Q1 | $51.8M | Buy |
302,274
+275
| +0.1% | +$50K | 11.88% | 2 |
|
|
2023
Q4 | $58.1M | Buy |
301,999
+8,269
| +3% | +$1.53M | 14.03% | 2 |
|
|
2023
Q3 | $50.3M | Buy |
293,730
+199
| +0.1% | +$36.5K | 13.42% | 2 |
|
|
2023
Q2 | $56.9M | Buy |
293,531
+67,738
| +30% | +$11.8M | 14.38% | 2 |
|
|
2023
Q1 | $37.2M | Buy |
225,793
+72
| +0% | +$10.6K | 10.21% | 3 |
|
|
2022
Q4 | $29.3M | Sell |
225,721
-194
| -0.1% | -$27.7K | 8.71% | 3 |
|
|
2022
Q3 | $31.2M | Sell |
225,915
-3,464
| -2% | -$544K | 10.25% | 3 |
|
|
2022
Q2 | $31.4M | Sell |
229,379
-59
| -0% | -$8.94K | 9.7% | 3 |
|
|
2022
Q1 | $40.1M | Sell |
229,438
-535
| -0.2% | -$90K | 10.69% | 3 |
|
|
2021
Q4 | $40.8M | Buy |
229,973
+704
| +0.3% | +$111K | 8.7% | 4 |
|
|
2021
Q3 | $32.4M | Buy |
229,269
+60
| +0% | +$8.83K | 8.17% | 4 |
|
|
2021
Q2 | $31.4M | Sell |
229,209
-176,310
| -43% | -$22.8M | 7.93% | 4 |
|
|
2021
Q1 | $49.5M | Sell |
405,519
-165
| -0% | -$21.2K | 13.26% | 2 |
|
|
2020
Q4 | $53.8M | Sell |
405,684
-263,708
| -39% | -$31.7M | 14.81% | 1 |
|
|
2020
Q3 | $77.6M | Buy |
669,392
+266,704
| +66% | +$29.1M | 21.61% | 1 |
|
|
2020
Q2 | $36.7M | Buy |
402,688
+182,948
| +83% | +$14.2M | 12.37% | 3 |
|
|
2020
Q1 | $14M | Buy |
219,740
+104
| +0% | +$7.65K | 5.8% | 5 |
|
|
2019
Q4 | $16.1M | Buy |
219,636
+20
| +0% | +$1.29K | 5.88% | 5 |
|
|
2019
Q3 | $12.3M | Sell |
219,616
-40
| -0% | -$2.09K | 5.04% | 5 |
|
|
2019
Q2 | $10.9M | Buy |
219,656
+6,192
| +3% | +$302K | 4.54% | 5 |
|
|
2019
Q1 | $10.1M | Sell |
213,464
-800
| -0.4% | -$33.9K | 4.47% | 5 |
|
|
2018
Q4 | $8.45M | Buy |
214,264
+800
| +0.4% | +$38.8K | 4.14% | 7 |
|
|
2018
Q3 | $12M | Buy |
213,464
+592
| +0.3% | +$30.8K | 5.68% | 5 |
|
|
2018
Q2 | $9.85M | Sell |
212,872
-2,212
| -1% | -$100K | 4.53% | 7 |
|
|
2018
Q1 | $9.02M | Buy |
215,084
+528
| +0.2% | +$22.7K | 4.56% | 8 |
|
|
2017
Q4 | $9.08M | Buy |
+214,556
| New | +$8.97M | 4.81% | 9 |
|
Other funds holding AAPL
CRM
CNB
P
WT
QCM
AAMU