Johnson Bixby & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.82M | Sell |
38,705
-96
| -0.2% | -$25K | 1.22% | 21 |
|
|
2025
Q4 | $10.5M | Sell |
38,801
-440
| -1% | -$118K | 1.31% | 19 |
|
|
2025
Q3 | $9.99M | Sell |
39,241
-270
| -0.7% | -$61K | 1.28% | 15 |
|
|
2025
Q2 | $8.11M | Buy |
39,511
+130
| +0.3% | +$26.3K | 1.11% | 16 |
|
|
2025
Q1 | $8.75M | Sell |
39,381
-185
| -0.5% | -$42.9K | 1.31% | 16 |
|
|
2024
Q4 | $9.91M | Sell |
39,566
-619
| -2% | -$146K | 1.51% | 16 |
|
|
2024
Q3 | $9.36M | Sell |
40,185
-1,211
| -3% | -$270K | 1.43% | 18 |
|
|
2024
Q2 | $8.72M | Sell |
41,396
-1,054
| -2% | -$197K | 1.46% | 16 |
|
|
2024
Q1 | $7.28M | Sell |
42,450
-104
| -0.2% | -$18.9K | 1.27% | 18 |
|
|
2023
Q4 | $8.19M | Sell |
42,554
-153
| -0.4% | -$28.3K | 1.55% | 15 |
|
|
2023
Q3 | $7.31M | Buy |
42,707
+1,350
| +3% | +$248K | 1.52% | 18 |
|
|
2023
Q2 | $8.02M | Sell |
41,357
-490
| -1% | -$85.4K | 1.66% | 15 |
|
|
2023
Q1 | $6.9M | Sell |
41,847
-2,337
| -5% | -$345K | 1.52% | 16 |
|
|
2022
Q4 | $5.74M | Sell |
44,184
-108
| -0.2% | -$15.4K | 1.34% | 17 |
|
|
2022
Q3 | $6.12M | Buy |
44,292
+329
| +0.7% | +$51.6K | 1.54% | 15 |
|
|
2022
Q2 | $6.01M | Sell |
43,963
-98
| -0.2% | -$14.8K | 1.47% | 17 |
|
|
2022
Q1 | $7.69M | Buy |
44,061
+105
| +0.2% | +$17.7K | 1.98% | 14 |
|
|
2021
Q4 | $7.8M | Buy |
43,956
+321
| +0.7% | +$50.7K | 2.07% | 15 |
|
|
2021
Q3 | $6.17M | Hold |
43,635
| – | – | 1.79% | 15 |
|
|
2021
Q2 | $6.39M | Sell |
43,635
-181
| -0.4% | -$23.5K | 1.85% | 14 |
|
|
2021
Q1 | $5.35M | Buy |
43,816
+809
| +2% | +$104K | 1.69% | 15 |
|
|
2020
Q4 | $5.71M | Buy |
+43,007
| New | +$5.17M | 1.89% | 17 |
|
Other funds holding AAPL
VCM
VPM
