J.W. Burns & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9M | Sell |
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|
2025
Q1 | $71.1M | Sell |
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|
2024
Q4 | $80.7M | Sell |
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|
2024
Q3 | $77.4M | Sell |
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|
2024
Q2 | $73M | Sell |
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|
2024
Q1 | $59.5M | Sell |
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|
2023
Q4 | $68M | Sell |
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|
2023
Q3 | $60.9M | Sell |
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|
2023
Q2 | $69.5M | Sell |
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|
2023
Q1 | $59.6M | Sell |
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|
2022
Q4 | $47M | Sell |
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|
2022
Q3 | $50.9M | Buy |
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|
2022
Q2 | $48.2M | Sell |
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|
2022
Q1 | $62.5M | Sell |
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|
2021
Q4 | $66.8M | Sell |
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|
2021
Q3 | $54.6M | Sell |
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|
2021
Q2 | $53.5M | Sell |
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|
2021
Q1 | $48.2M | Buy |
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|
2020
Q4 | $52.4M | Buy |
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|
2020
Q3 | $45.5M | Sell |
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|
2020
Q2 | $36.2M | Sell |
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|
2020
Q1 | $25.5M | Sell |
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|
2019
Q4 | $30M | Sell |
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|
2019
Q3 | $23.2M | Sell |
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|
2019
Q2 | $20.7M | Sell |
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|
2019
Q1 | $20M | Buy |
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|
2018
Q4 | $16.6M | Sell |
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|
2018
Q3 | $24.4M | Sell |
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|
2018
Q2 | $20.1M | Sell |
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|
2018
Q1 | $18.3M | Sell |
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|
2017
Q4 | $18.7M | Sell |
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|
2017
Q3 | $17.3M | Sell |
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|
2017
Q2 | $16.2M | Sell |
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|
2017
Q1 | $16.3M | Buy |
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|
2016
Q4 | $13.1M | Buy |
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|
2016
Q3 | $12.7M | Buy |
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|
2016
Q2 | $10.7M | Buy |
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|
2016
Q1 | $12.1M | Buy |
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|
2015
Q4 | $11.7M | Sell |
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|
2015
Q3 | $12.3M | Buy |
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|
2015
Q2 | $13.4M | Sell |
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|
2015
Q1 | $13.4M | Buy |
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|
2014
Q4 | $11.9M | Sell |
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|
2014
Q3 | $10.9M | Sell |
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|
2014
Q2 | $10.3M | Buy |
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|
2014
Q1 | $8.09M | Buy |
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|
2013
Q4 | $8.03M | Buy |
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|
2013
Q3 | $6.73M | Sell |
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|
2013
Q2 | $5.66M | Buy |
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