Burt Wealth Advisors’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 | $6.94M | Sell |
27,257
-448
| -2% | -$101K | 1.7% | 12 |
|
|
2025
Q2 | $5.68M | Sell |
27,705
-189
| -0.7% | -$38.2K | 1.3% | 15 |
|
|
2025
Q1 | $6.2M | Buy |
27,894
+454
| +2% | +$105K | 1.55% | 16 |
|
|
2024
Q4 | $6.87M | Buy |
27,440
+4
| +0% | +$943 | 1.74% | 16 |
|
|
2024
Q3 | $6.39M | Sell |
27,436
-1,395
| -5% | -$312K | 1.57% | 16 |
|
|
2024
Q2 | $6.07M | Sell |
28,831
-8,534
| -23% | -$1.59M | 1.6% | 16 |
|
|
2024
Q1 | $6.41M | Buy |
37,365
+8,427
| +29% | +$1.53M | 1.62% | 16 |
|
|
2023
Q4 | $5.57M | Sell |
28,938
-224
| -0.8% | -$41.4K | 1.59% | 16 |
|
|
2023
Q3 | $4.99M | Sell |
29,162
-778
| -3% | -$143K | 1.53% | 15 |
|
|
2023
Q2 | $5.81M | Sell |
29,940
-341
| -1% | -$59.4K | 1.75% | 15 |
|
|
2023
Q1 | $4.99M | Buy |
30,281
+62
| +0.2% | +$9.15K | 1.55% | 15 |
|
|
2022
Q4 | $3.93M | Buy |
+30,219
| New | +$4.32M | 1.32% | 14 |
|
|
2022
Q3 | – | Sell |
-29,953
| Closed | -$4.09M | – | 88 |
|
|
2022
Q2 | $4.09M | Sell |
29,953
-12
| -0% | -$1.82K | 1.42% | 15 |
|
|
2022
Q1 | $5.23M | Buy |
+29,965
| New | +$5.04M | 1.57% | 14 |
|
|
2021
Q4 | – | Sell |
-29,793
| Closed | -$4.22M | – | 92 |
|
|
2021
Q3 | $4.22M | Sell |
29,793
-841
| -3% | -$124K | 1.34% | 15 |
|
|
2021
Q2 | $4.2M | Sell |
30,634
-184
| -0.6% | -$23.8K | 1.52% | 12 |
|
|
2021
Q1 | $3.76M | Sell |
30,818
-2,352
| -7% | -$302K | 1.39% | 13 |
|
|
2020
Q4 | $4.4M | Sell |
33,170
-418
| -1% | -$50.3K | 1.52% | 13 |
|
|
2020
Q3 | $3.89M | Sell |
33,588
-180
| -0.5% | -$19.6K | 1.45% | 14 |
|
|
2020
Q2 | $3.08M | Sell |
33,768
-112
| -0.3% | -$8.68K | 1.25% | 13 |
|
|
2020
Q1 | $2.15M | Sell |
33,880
-796
| -2% | -$58.5K | 0.97% | 14 |
|
|
2019
Q4 | $2.55M | Sell |
34,676
-544
| -2% | -$35K | 0.99% | 14 |
|
|
2019
Q3 | $1.97M | Buy |
35,220
+1,400
| +4% | +$73.2K | 0.81% | 15 |
|
|
2019
Q2 | $1.67M | Hold |
33,820
| – | – | 0.73% | 16 |
|
|
2019
Q1 | $1.61M | Hold |
33,820
| – | – | 0.72% | 15 |
|
|
2018
Q4 | $1.33M | Buy |
33,820
+2,096
| +7% | +$102K | 0.63% | 23 |
|
|
2018
Q3 | $1.79M | Sell |
31,724
-104
| -0.3% | -$5.42K | 0.81% | 12 |
|
|
2018
Q2 | $1.47M | Hold |
31,828
| – | – | 0.71% | 15 |
|
|
2018
Q1 | $1.33M | Hold |
31,828
| – | – | 0.68% | 15 |
|
|
2017
Q4 | $1.35M | Buy |
31,828
+2,032
| +7% | +$84.9K | 0.84% | 13 |
|
|
2017
Q3 | $1.15M | Sell |
29,796
-8,076
| -21% | -$313K | 0.75% | 13 |
|
|
2017
Q2 | $1.36M | Buy |
37,872
+920
| +2% | +$34K | 0.94% | 12 |
|
|
2017
Q1 | $1.33M | Sell |
36,952
-1,096
| -3% | -$36.1K | 0.96% | 15 |
|
|
2016
Q4 | $1.1M | Sell |
38,048
-3,124
| -8% | -$88.6K | 0.98% | 16 |
|
|
2016
Q3 | $1.16M | Buy |
41,172
+8,400
| +26% | +$222K | 1.24% | 10 |
|
|
2016
Q2 | $783K | Sell |
32,772
-156
| -0.5% | -$3.88K | 0.87% | 14 |
|
|
2016
Q1 | $897K | Sell |
32,928
-284
| -0.9% | -$7.08K | 0.82% | 15 |
|
|
2015
Q4 | $873K | Buy |
33,212
+12
| +0% | +$343 | 0.7% | 23 |
|
|
2015
Q3 | $915K | Buy |
33,200
+780
| +2% | +$22.9K | 1.14% | 15 |
|
|
2015
Q2 | $1.12M | Sell |
32,420
-2,852
| -8% | -$91.2K | 1.21% | 13 |
|
|
2015
Q1 | $1.06M | Buy |
35,272
+2,456
| +7% | +$74.2K | 1.08% | 10 |
|
|
2014
Q4 | $916K | Buy |
+32,816
| New | +$893K | 0.97% | 15 |
|
Other funds holding AAPL
Burt Wealth Advisors's AAPL Position: Q3 2025 in Review
Burt Wealth Advisors reduced its Apple (AAPL) stake by 1.6% in Q3 2025, selling an estimated $101K and leaving 27,257 shares worth $6.94M. The position accounts for 1.7% of the portfolio, ranked #12.
Burt Wealth Advisors first reported a position in AAPL in Q4 2014 and has held it in 42 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.
- Burt Wealth Advisors held 27,257 shares of Apple worth $6.94M as of Q3 2025.
- Burt Wealth Advisors sold 448 Apple shares in Q3 2025, an estimated $101K.
- Apple made up 1.7% of Burt Wealth Advisors's portfolio in Q3 2025, its #12 holding.
- Burt Wealth Advisors first reported a position in Apple in Q4 2014 and has held it in 42 quarters since.
- 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.