BMM
Buffington Mohr McNeal’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.9M | Sell |
53,639
-7,681
| -13% | -$1.71M | 2.35% | 15 |
|
|
2024
Q4 | $15.4M | Buy |
61,320
+4,496
| +8% | +$1.13M | 2.55% | 12 |
|
|
2024
Q3 | $13.2M | Buy |
56,824
+3,524
| +7% | +$821K | 2.18% | 17 |
|
|
2024
Q2 | $11.2M | Sell |
53,300
-364
| -0.7% | -$76.7K | 1.97% | 19 |
|
|
2024
Q1 | $9.2M | Buy |
53,664
+3,855
| +8% | +$661K | 1.67% | 25 |
|
|
2023
Q4 | $9.59M | Buy |
49,809
+3,353
| +7% | +$646K | 1.93% | 22 |
|
|
2023
Q3 | $7.95M | Sell |
46,456
-2,406
| -5% | -$412K | 1.81% | 20 |
|
|
2023
Q2 | $9.48M | Buy |
48,862
+1,582
| +3% | +$307K | 2.05% | 18 |
|
|
2023
Q1 | $7.8M | Sell |
47,280
-199
| -0.4% | -$32.8K | 1.79% | 22 |
|
|
2022
Q4 | $6.17M | Sell |
47,479
-2,140
| -4% | -$278K | 1.44% | 25 |
|
|
2022
Q3 | $6.86M | Buy |
49,619
+2,460
| +5% | +$340K | 1.65% | 19 |
|
|
2022
Q2 | $6.45M | Buy |
47,159
+5,640
| +14% | +$771K | 1.41% | 24 |
|
|
2022
Q1 | $7.25M | Buy |
41,519
+4,301
| +12% | +$751K | 1.37% | 26 |
|
|
2021
Q4 | $6.61M | Buy |
37,218
+2,949
| +9% | +$524K | 1.13% | 31 |
|
|
2021
Q3 | $4.85M | Buy |
34,269
+152
| +0.4% | +$21.5K | 0.93% | 36 |
|
|
2021
Q2 | $4.67M | Buy |
34,117
+1,206
| +4% | +$165K | 0.92% | 36 |
|
|
2021
Q1 | $4.02M | Sell |
32,911
-3,383
| -9% | -$413K | 0.86% | 35 |
|
|
2020
Q4 | $4.82M | Buy |
36,294
+1,367
| +4% | +$181K | 1.12% | 28 |
|
|
2020
Q3 | $4.05M | Buy |
34,927
+25,741
| +280% | +$2.98M | 1.07% | 29 |
|
|
2020
Q2 | $3.35M | Buy |
9,186
+632
| +7% | +$231K | 0.94% | 32 |
|
|
2020
Q1 | $2.18M | Buy |
8,554
+389
| +5% | +$98.9K | 0.72% | 38 |
|
|
2019
Q4 | $2.4M | Sell |
8,165
-57
| -0.7% | -$16.7K | 0.68% | 40 |
|
|
2019
Q3 | $1.84M | Buy |
8,222
+199
| +2% | +$44.6K | 0.56% | 42 |
|
|
2019
Q2 | $1.59M | Sell |
8,023
-455
| -5% | -$90.1K | 0.5% | 45 |
|
|
2019
Q1 | $1.61M | Buy |
8,478
+73
| +0.9% | +$13.9K | 0.52% | 44 |
|
|
2018
Q4 | $1.33M | Buy |
8,405
+3,506
| +72% | +$553K | 0.53% | 44 |
|
|
2018
Q3 | $1.11M | Buy |
4,899
+255
| +5% | +$57.6K | 0.38% | 55 |
|
|
2018
Q2 | $860K | Buy |
4,644
+755
| +19% | +$140K | 0.32% | 62 |
|
|
2018
Q1 | $653K | Buy |
3,889
+692
| +22% | +$116K | 0.25% | 71 |
|
|
2017
Q4 | $541K | Hold |
3,197
| – | – | 0.21% | 86 |
|
|
2017
Q3 | $521K | Buy |
3,197
+402
| +14% | +$65.5K | 0.2% | 85 |
|
|
2017
Q2 | $403K | Buy |
+2,795
| New | +$403K | 0.16% | 100 |
|
|
2017
Q1 | – | Sell |
-1,296
| Closed | -$150K | – | 110 |
|
|
2016
Q4 | $150K | Buy |
1,296
+200
| +18% | +$23.1K | 0.06% | 132 |
|
|
2016
Q3 | $123K | Sell |
1,096
-92
| -8% | -$10.3K | 0.05% | 139 |
|
|
2016
Q2 | $114K | Sell |
1,188
-125
| -10% | -$12K | 0.05% | 148 |
|
|
2016
Q1 | $143K | Buy |
+1,313
| New | +$143K | 0.06% | 138 |
|