Burns Matteson Capital Management’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
$2.61M Sell
2025
Q2
$2.11M Sell
2025
Q1
$2.45M Buy
2024
Q4
$2.72M Buy
2024
Q3
$2.09M Buy
2024
Q2
$1.78M Buy
2024
Q1
$1.06M Buy
2023
Q4
$890K Buy
2023
Q3
$621K Sell
2023
Q2
$713K Buy
2023
Q1
$605K Buy
2022
Q4
$476K Sell
2022
Q3
$532K Buy
2022
Q2
$526K Sell
2022
Q1
$1.15M Sell
2021
Q4
$1.58M Buy
2021
Q3
$1.14M Buy
2021
Q2
$683K Buy
2021
Q1
$540K Buy
2020
Q4
$466K Buy