JJBC
James J. Burns & Company’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Sell |
116,099
-303
| -0.3% | -$62.2K | 3.89% | 5 |
|
|
2025
Q1 | $25.9M | Buy |
116,402
+280
| +0.2% | +$62.2K | 4.63% | 4 |
|
|
2024
Q4 | $29.1M | Buy |
116,122
+1,283
| +1% | +$321K | 5.06% | 4 |
|
|
2024
Q3 | $26.8M | Buy |
114,839
+3,388
| +3% | +$789K | 4.84% | 4 |
|
|
2024
Q2 | $23.5M | Buy |
111,451
+92,603
| +491% | +$19.5M | 4.62% | 4 |
|
|
2024
Q1 | $3.18M | Sell |
18,848
-47,975
| -72% | -$8.1M | 1.11% | 17 |
|
|
2023
Q4 | $12.9M | Sell |
66,823
-4,554
| -6% | -$877K | 3.06% | 7 |
|
|
2023
Q3 | $12.2M | Sell |
71,377
-3,890
| -5% | -$666K | 3.28% | 7 |
|
|
2023
Q2 | $14.6M | Buy |
75,267
+12,537
| +20% | +$2.43M | 3.7% | 6 |
|
|
2023
Q1 | $10.3M | Buy |
62,730
+37,450
| +148% | +$6.18M | 2.67% | 7 |
|
|
2022
Q4 | $3.29M | Sell |
25,280
-528
| -2% | -$68.6K | 1.34% | 18 |
|
|
2022
Q3 | $3.57M | Buy |
+25,808
| New | +$3.57M | 1.58% | 15 |
|