Bridge Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.11M | Buy |
34,797
+384
| +1% | +$89.5K | 3.86% | 7 |
|
|
2024
Q2 | $7.25M | Buy |
34,413
+851
| +3% | +$179K | 3.57% | 8 |
|
|
2024
Q1 | $5.76M | Sell |
33,562
-1,802
| -5% | -$309K | 2.86% | 7 |
|
|
2023
Q4 | $6.81M | Sell |
35,364
-15,061
| -30% | -$2.9M | 3.41% | 7 |
|
|
2023
Q3 | $8.63M | Buy |
50,425
+1,821
| +4% | +$312K | 3.03% | 6 |
|
|
2023
Q2 | $9.43M | Buy |
48,604
+5,759
| +13% | +$1.12M | 3.46% | 7 |
|
|
2023
Q1 | $7.07M | Buy |
42,845
+978
| +2% | +$161K | 2.73% | 10 |
|
|
2022
Q4 | $5.44M | Sell |
41,867
-88
| -0.2% | -$11.4K | 2.27% | 11 |
|
|
2022
Q3 | $5.8M | Sell |
41,955
-538
| -1% | -$74.3K | 2.83% | 9 |
|
|
2022
Q2 | $6.2M | Buy |
42,493
+510
| +1% | +$74.4K | 2.99% | 9 |
|
|
2022
Q1 | $7.33M | Sell |
41,983
-1,203
| -3% | -$210K | 3.2% | 10 |
|
|
2021
Q4 | $7.67M | Buy |
43,186
+2,507
| +6% | +$445K | 3.47% | 9 |
|
|
2021
Q3 | $5.76M | Sell |
40,679
-253
| -0.6% | -$35.8K | 2.84% | 9 |
|
|
2021
Q2 | $5.61M | Buy |
40,932
+4,198
| +11% | +$575K | 2.86% | 9 |
|
|
2021
Q1 | $4.49M | Sell |
36,734
-2,139
| -6% | -$261K | 2.78% | 10 |
|
|
2020
Q4 | $5.16M | Buy |
+38,873
| New | +$5.16M | 2.43% | 11 |
|