BAM
Bruderman Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.59M | Buy |
18,950
+1,277
| +7% | +$175K | 4.65% | 2 |
|
|
2022
Q1 | $3.08M | Sell |
17,673
-8,313
| -32% | -$1.45M | 4.65% | 2 |
|
|
2021
Q4 | $4.61M | Sell |
25,986
-38,610
| -60% | -$6.85M | 3.53% | 4 |
|
|
2021
Q3 | $9.14M | Buy |
64,596
+1,565
| +2% | +$221K | 2.3% | 15 |
|
|
2021
Q2 | $8.63M | Buy |
63,031
+542
| +0.9% | +$74.2K | 2.67% | 16 |
|
|
2021
Q1 | $7.63M | Buy |
62,489
+1,903
| +3% | +$232K | 2.12% | 16 |
|
|
2020
Q4 | $8.04M | Buy |
60,586
+1,929
| +3% | +$256K | 2.34% | 14 |
|
|
2020
Q3 | $6.79M | Buy |
58,657
+42,707
| +268% | +$4.95M | 2.23% | 15 |
|
|
2020
Q2 | $5.81M | Buy |
15,950
+901
| +6% | +$328K | 1.92% | 15 |
|
|
2020
Q1 | $3.63M | Buy |
15,049
+1,575
| +12% | +$379K | 1.44% | 21 |
|
|
2019
Q4 | $4.05M | Sell |
13,474
-19,122
| -59% | -$5.74M | 1.26% | 32 |
|
|
2019
Q3 | $8.48M | Sell |
32,596
-1,806
| -5% | -$470K | 2.14% | 14 |
|
|
2019
Q2 | $6.81M | Sell |
34,402
-27,224
| -44% | -$5.39M | 1.61% | 20 |
|
|
2019
Q1 | $11.7M | Buy |
61,626
+2,920
| +5% | +$555K | 2.57% | 10 |
|
|
2018
Q4 | $9.26M | Buy |
58,706
+27,748
| +90% | +$4.38M | 2.39% | 11 |
|
|
2018
Q3 | $6.99M | Sell |
30,958
-4,523
| -13% | -$1.02M | 1.6% | 19 |
|
|
2018
Q2 | $6.57M | Sell |
35,481
-24,597
| -41% | -$4.55M | 1.6% | 16 |
|
|
2018
Q1 | $10.1M | Buy |
60,078
+99
| +0.2% | +$16.6K | 2.41% | 14 |
|
|
2017
Q4 | $10.2M | Sell |
59,979
-4,140
| -6% | -$701K | 2.58% | 10 |
|
|
2017
Q3 | $9.88M | Sell |
64,119
-2,753
| -4% | -$424K | 2.56% | 13 |
|
|
2017
Q2 | $9.63M | Sell |
66,872
-658
| -1% | -$94.8K | 2.57% | 13 |
|
|
2017
Q1 | $9.7M | Sell |
67,530
-2,017
| -3% | -$290K | 2.8% | 13 |
|
|
2016
Q4 | $8.06M | Sell |
69,547
-4,314
| -6% | -$500K | 2.43% | 10 |
|
|
2016
Q3 | $8.35M | Buy |
73,861
+2,552
| +4% | +$289K | 2.49% | 10 |
|
|
2016
Q2 | $6.82M | Buy |
71,309
+4,260
| +6% | +$407K | 2.13% | 14 |
|
|
2016
Q1 | $7.31M | Buy |
67,049
+4,098
| +7% | +$447K | 2.54% | 12 |
|
|
2015
Q4 | $6.63M | Buy |
62,951
+539
| +0.9% | +$56.7K | 2.5% | 11 |
|
|
2015
Q3 | $6.88M | Buy |
62,412
+4,607
| +8% | +$508K | 2.71% | 11 |
|
|
2015
Q2 | $7.25M | Buy |
57,805
+2,914
| +5% | +$365K | 2.78% | 11 |
|
|
2015
Q1 | $6.83M | Buy |
+54,891
| New | +$6.83M | 2.66% | 12 |
|