Richard Bernstein 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
Q2 | $52.9M | Sell |
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|
2025
Q1 | $63.1M | Sell |
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|
2024
Q4 | $73.9M | Sell |
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|
2024
Q3 | $71.3M | Sell |
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|
2024
Q2 | $65M | Sell |
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|
2024
Q1 | $58.2M | Sell |
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|
2023
Q4 | $67M | Sell |
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|
2023
Q3 | $61.9M | Sell |
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|
2023
Q2 | $73.9M | Sell |
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|
2023
Q1 | $64.5M | Hold |
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|
2022
Q4 | $50.8M | Sell |
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|
2022
Q3 | $60.6M | Sell |
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|
2022
Q2 | $63.2M | Buy |
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|
2022
Q1 | $79.9M | Buy |
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|
2021
Q4 | $80.3M | Sell |
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|
2021
Q3 | $66.7M | Buy |
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|
2021
Q2 | $61M | Hold |
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|
2021
Q1 | $54.4M | Sell |
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|
2020
Q4 | $61.9M | Hold |
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|
2020
Q3 | $54M | Hold |
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|
2020
Q2 | $42.5M | Sell |
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|
2020
Q1 | $30.5M | Sell |
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|
2019
Q4 | $37.9M | Sell |
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|
2019
Q3 | $31M | Sell |
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|
2019
Q2 | $28M | Sell |
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|
2019
Q1 | $30.7M | Sell |
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|
2018
Q4 | $31.7M | Hold |
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|
2018
Q3 | $45.4M | Sell |
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|
2018
Q2 | $38.5M | Sell |
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|
2018
Q1 | $35M | Sell |
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|
2017
Q4 | $38.9M | Buy |
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|
2017
Q3 | $29.5M | Hold |
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|
2017
Q2 | $27.6M | Buy |
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|
2017
Q1 | $26.8M | Sell |
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|
2016
Q4 | $24.2M | Hold |
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|
2016
Q3 | $23.6M | Hold |
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|
2016
Q2 | $20M | Hold |
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|
2016
Q1 | $22.8M | Sell |
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|
2015
Q4 | $22.8M | Hold |
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|
2015
Q3 | $23.9M | Buy |
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|
2015
Q2 | $26.6M | Sell |
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|
2015
Q1 | $27.5M | Hold |
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|
2014
Q4 | $24.4M | Hold |
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|
2014
Q3 | $22.2M | Hold |
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|
2014
Q2 | $20.5M | Buy |
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|
2014
Q1 | $16.4M | Buy |
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|
2013
Q4 | $12.7M | Buy |
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