JBR Co Financial Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
33,589
+2,439
| +8% | +$500K | 3.4% | 6 |
|
|
2025
Q1 | $6.92M | Buy |
31,150
+710
| +2% | +$158K | 4.05% | 4 |
|
|
2024
Q4 | $7.62M | Sell |
30,440
-4
| -0% | -$1K | 4.65% | 3 |
|
|
2024
Q3 | $7.09M | Sell |
30,444
-115
| -0.4% | -$26.8K | 4.64% | 3 |
|
|
2024
Q2 | $6.44M | Hold |
30,559
| – | – | 4.52% | 3 |
|
|
2024
Q1 | $5.24M | Buy |
30,559
+967
| +3% | +$166K | 4.18% | 3 |
|
|
2023
Q4 | $5.7M | Buy |
+29,592
| New | +$5.7M | 5.35% | 3 |
|