Burkett Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
14,419
+18
| +0.1% | +$3.69K | 1.07% | 13 |
|
|
2025
Q1 | $3.2M | Buy |
14,401
+93
| +0.6% | +$20.7K | 1.3% | 11 |
|
|
2024
Q4 | $3.58M | Buy |
14,308
+264
| +2% | +$66.1K | 1.46% | 11 |
|
|
2024
Q3 | $3.27M | Buy |
14,044
+20
| +0.1% | +$4.66K | 1.35% | 11 |
|
|
2024
Q2 | $2.95M | Buy |
14,024
+126
| +0.9% | +$26.5K | 1.52% | 9 |
|
|
2024
Q1 | $2.38M | Sell |
13,898
-232
| -2% | -$39.8K | 1.23% | 10 |
|
|
2023
Q4 | $2.72M | Buy |
+14,130
| New | +$2.72M | 1.52% | 8 |
|