Buckley Wealth 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 | $32.3M | Sell |
157,529
-1,440
| -0.9% | -$295K | 9.67% | 2 |
|
|
2025
Q1 | $35.3M | Sell |
158,969
-463
| -0.3% | -$103K | 10.98% | 1 |
|
|
2024
Q4 | $39.9M | Sell |
159,432
-4,337
| -3% | -$1.09M | 12.22% | 1 |
|
|
2024
Q3 | $38.2M | Sell |
163,769
-5,080
| -3% | -$1.18M | 11.75% | 1 |
|
|
2024
Q2 | $35.6M | Buy |
168,849
+1,071
| +0.6% | +$226K | 11.27% | 1 |
|
|
2024
Q1 | $28.8M | Sell |
167,778
-858
| -0.5% | -$147K | 9.23% | 2 |
|
|
2023
Q4 | $32.5M | Sell |
168,636
-534
| -0.3% | -$103K | 11.27% | 1 |
|
|
2023
Q3 | $29M | Sell |
169,170
-10,843
| -6% | -$1.86M | 10.84% | 1 |
|
|
2023
Q2 | $34.9M | Sell |
180,013
-5,551
| -3% | -$1.08M | 11.88% | 1 |
|
|
2023
Q1 | $30.6M | Sell |
185,564
-21,736
| -10% | -$3.58M | 11.27% | 1 |
|
|
2022
Q4 | $26.9M | Sell |
207,300
-5,196
| -2% | -$675K | 9.8% | 1 |
|
|
2022
Q3 | $29.4M | Sell |
212,496
-24,979
| -11% | -$3.45M | 10.82% | 1 |
|
|
2022
Q2 | $32.5M | Buy |
237,475
+2,993
| +1% | +$409K | 10.45% | 1 |
|
|
2022
Q1 | $40.9M | Buy |
234,482
+4,262
| +2% | +$744K | 11.08% | 1 |
|
|
2021
Q4 | $40.9M | Sell |
230,220
-11,496
| -5% | -$2.04M | 11.93% | 1 |
|
|
2021
Q3 | $34.2M | Sell |
241,716
-2,312
| -0.9% | -$327K | 11.06% | 1 |
|
|
2021
Q2 | $33.4M | Sell |
244,028
-2,904
| -1% | -$398K | 11.47% | 1 |
|
|
2021
Q1 | $30.2M | Sell |
246,932
-5,004
| -2% | -$611K | 11.18% | 1 |
|
|
2020
Q4 | $33.4M | Sell |
251,936
-15,345
| -6% | -$2.04M | 13.71% | 1 |
|
|
2020
Q3 | $31M | Sell |
267,281
-13,075
| -5% | -$1.51M | 13.89% | 1 |
|
|
2020
Q2 | $25.6M | Sell |
280,356
-9,424
| -3% | -$859K | 11.6% | 1 |
|
|
2020
Q1 | $18.4M | Sell |
289,780
-8,036
| -3% | -$511K | 10% | 1 |
|
|
2019
Q4 | $21.9M | Sell |
297,816
-11,904
| -4% | -$874K | 9.92% | 1 |
|
|
2019
Q3 | $17.3M | Sell |
309,720
-32,176
| -9% | -$1.8M | 8.49% | 1 |
|
|
2019
Q2 | $16.9M | Sell |
341,896
-6,384
| -2% | -$316K | 7.92% | 1 |
|
|
2019
Q1 | $16.5M | Sell |
348,280
-16,400
| -4% | -$779K | 7.83% | 1 |
|
|
2018
Q4 | $14.4M | Buy |
364,680
+52,076
| +17% | +$2.05M | 7.41% | 1 |
|
|
2018
Q3 | $17.6M | Sell |
312,604
-4,248
| -1% | -$240K | 7.7% | 1 |
|
|
2018
Q2 | $14.7M | Buy |
316,852
+444
| +0.1% | +$20.5K | 6.93% | 1 |
|
|
2018
Q1 | $13.3M | Buy |
316,408
+1,236
| +0.4% | +$51.8K | 6.56% | 1 |
|
|
2017
Q4 | $13.3M | Buy |
+315,172
| New | +$13.3M | 6.69% | 1 |
|