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B.O.S.S. Retirement Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.43M Buy
16,722
+1,077
+7% +$221K 0.86% 27
2025
Q1
$3.48M Sell
15,645
-644
-4% -$143K 1.01% 23
2024
Q4
$4.08M Sell
16,289
-101,607
-86% -$25.4M 1.14% 20
2024
Q3
$27.5M Buy
117,896
+9,484
+9% +$2.21M 5.53% 1
2024
Q2
$22.8M Buy
108,412
+37,490
+53% +$7.9M 5.84% 1
2024
Q1
$13.7M Sell
70,922
-12,853
-15% -$2.47M 5.23% 2
2023
Q4
$16.1M Buy
83,775
+5,765
+7% +$1.11M 3.13% 3
2023
Q3
$13.4M Buy
78,010
+5,870
+8% +$1.01M 2.87% 4
2023
Q2
$14M Sell
72,140
-7,577
-10% -$1.47M 2.98% 3
2023
Q1
$13.1M Sell
79,717
-483
-0.6% -$79.6K 3.09% 3
2022
Q4
$10.4M Buy
+80,200
New +$10.4M 2.67% 5