Brown Financial Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $837K | Buy |
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|
2024
Q4 | $450K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $273K | Buy |
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