Bridges Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $314M | Sell |
1,529,670
-118,690
| -7% | -$24.4M | 4.24% | 3 |
|
2025
Q1 | $366M | Sell |
1,648,360
-44,823
| -3% | -$9.96M | 5.28% | 1 |
|
2024
Q4 | $424M | Sell |
1,693,183
-72,277
| -4% | -$18.1M | 5.93% | 1 |
|
2024
Q3 | $411M | Sell |
1,765,460
-32,880
| -2% | -$7.66M | 5.75% | 2 |
|
2024
Q2 | $379M | Buy |
1,798,340
+896,810
| +99% | +$189M | 5.76% | 2 |
|
2024
Q1 | $155M | Sell |
901,530
-56,792
| -6% | -$9.74M | 4.83% | 3 |
|
2023
Q4 | $185M | Sell |
958,322
-4,827
| -0.5% | -$929K | 6.12% | 1 |
|
2023
Q3 | $165M | Sell |
963,149
-43,257
| -4% | -$7.41M | 5.86% | 2 |
|
2023
Q2 | $195M | Sell |
1,006,406
-83,138
| -8% | -$16.1M | 6.55% | 1 |
|
2023
Q1 | $180M | Sell |
1,089,544
-7,601
| -0.7% | -$1.25M | 6.37% | 1 |
|
2022
Q4 | $143M | Sell |
1,097,145
-66,676
| -6% | -$8.66M | 5.24% | 1 |
|
2022
Q3 | $161M | Sell |
1,163,821
-46,012
| -4% | -$6.36M | 6.2% | 1 |
|
2022
Q2 | $165M | Sell |
1,209,833
-249
| -0% | -$34K | 6.02% | 1 |
|
2022
Q1 | $211M | Sell |
1,210,082
-24,210
| -2% | -$4.23M | 6.53% | 1 |
|
2021
Q4 | $219M | Sell |
1,234,292
-48,248
| -4% | -$8.57M | 6.41% | 1 |
|
2021
Q3 | $181M | Sell |
1,282,540
-168,637
| -12% | -$23.9M | 5.71% | 1 |
|
2021
Q2 | $199M | Sell |
1,451,177
-301,956
| -17% | -$41.4M | 5.91% | 1 |
|
2021
Q1 | $214M | Sell |
1,753,133
-42,992
| -2% | -$5.25M | 6.26% | 1 |
|
2020
Q4 | $238M | Sell |
1,796,125
-97,761
| -5% | -$13M | 7.33% | 1 |
|
2020
Q3 | $219M | Sell |
1,893,886
-98,382
| -5% | -$11.4M | 7.42% | 1 |
|
2020
Q2 | $182M | Sell |
1,992,268
-102,956
| -5% | -$9.39M | 6.62% | 1 |
|
2020
Q1 | $133M | Sell |
2,095,224
-46,424
| -2% | -$2.95M | 6.02% | 1 |
|
2019
Q4 | $157M | Sell |
2,141,648
-106,700
| -5% | -$7.83M | 5.83% | 1 |
|
2019
Q3 | $126M | Sell |
2,248,348
-68,600
| -3% | -$3.84M | 4.8% | 1 |
|
2019
Q2 | $115M | Buy |
2,316,948
+7,988
| +0.3% | +$395K | 4.39% | 1 |
|
2019
Q1 | $110M | Buy |
2,308,960
+94,484
| +4% | +$4.49M | 4.47% | 1 |
|
2018
Q4 | $87.3M | Buy |
2,214,476
+486,612
| +28% | +$19.2M | 4.1% | 2 |
|
2018
Q3 | $97.5M | Buy |
1,727,864
+10,332
| +0.6% | +$583K | 4.82% | 2 |
|
2018
Q2 | $79.5M | Buy |
1,717,532
+46,188
| +3% | +$2.14M | 3.57% | 3 |
|
2018
Q1 | $70.1M | Buy |
1,671,344
+418,472
| +33% | +$17.6M | 3.22% | 4 |
|
2017
Q4 | $53M | Sell |
1,252,872
-7,872
| -0.6% | -$333K | 4.27% | 2 |
|
2017
Q3 | $48.6M | Buy |
1,260,744
+382,188
| +44% | +$14.7M | 4.6% | 2 |
|
2017
Q2 | $31.6M | Sell |
878,556
-2,892
| -0.3% | -$104K | 4.24% | 5 |
|
2017
Q1 | $31.7M | Sell |
881,448
-60,904
| -6% | -$2.19M | 4.37% | 5 |
|
2016
Q4 | $27.3M | Buy |
942,352
+21,748
| +2% | +$630K | 3.87% | 6 |
|
2016
Q3 | $26M | Sell |
920,604
-6,852
| -0.7% | -$194K | 4.33% | 5 |
|
2016
Q2 | $22.2M | Buy |
927,456
+31,224
| +3% | +$746K | 3.83% | 6 |
|
2016
Q1 | $24.4M | Buy |
896,232
+20,424
| +2% | +$557K | 4.44% | 4 |
|
2015
Q4 | $23M | Buy |
875,808
+10,820
| +1% | +$285K | 4.12% | 4 |
|
2015
Q3 | $27.1M | Hold |
864,988
| – | – | 4.7% | 4 |
|
2015
Q2 | $27.1M | Buy |
864,988
+5,388
| +0.6% | +$169K | 4.7% | 4 |
|
2015
Q1 | $26.7M | Buy |
859,600
+9,892
| +1% | +$308K | 4.68% | 4 |
|
2014
Q4 | $23.4M | Buy |
849,708
+19,632
| +2% | +$542K | 4.15% | 4 |
|
2014
Q3 | $20.9M | Sell |
830,076
-12,500
| -1% | -$315K | 3.92% | 5 |
|
2014
Q2 | $19.6M | Buy |
842,576
+31,892
| +4% | +$741K | 3.73% | 6 |
|
2014
Q1 | $15.5M | Buy |
810,684
+43,680
| +6% | +$837K | 3.24% | 8 |
|
2013
Q4 | $15.4M | Buy |
767,004
+33,964
| +5% | +$680K | 3.46% | 7 |
|
2013
Q3 | $12.5M | Buy |
733,040
+64,484
| +10% | +$1.1M | 3.1% | 8 |
|
2013
Q2 | $9.47M | Buy |
+668,556
| New | +$9.47M | 2.5% | 9 |
|