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