Burr 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 | $1.83M | Sell |
8,905
-1,967
| -18% | -$404K | 1.54% | 15 |
|
|
2025
Q1 | $2.41M | Sell |
10,872
-4,579
| -30% | -$1.02M | 1.89% | 10 |
|
|
2024
Q4 | $3.87M | Sell |
15,451
-6,562
| -30% | -$1.64M | 2.61% | 8 |
|
|
2024
Q3 | $5.13M | Sell |
22,013
-7,540
| -26% | -$1.76M | 3.63% | 8 |
|
|
2024
Q2 | $6.22M | Buy |
29,553
+18,613
| +170% | +$3.92M | 4.35% | 7 |
|
|
2024
Q1 | $2M | Buy |
10,940
+350
| +3% | +$63.8K | 1.56% | 16 |
|
|
2023
Q4 | $2.02M | Buy |
+10,590
| New | +$2.02M | 1.55% | 16 |
|