BTWM
Baker Tilly Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Sell |
24,310
-1,296
| -5% | -$266K | 1.78% | 12 |
|
|
2025
Q1 | $5.69M | Buy |
25,606
+224
| +0.9% | +$49.8K | 2.23% | 8 |
|
|
2024
Q4 | $6.36M | Buy |
25,382
+783
| +3% | +$196K | 2.49% | 6 |
|
|
2024
Q3 | $5.73M | Sell |
24,599
-15,477
| -39% | -$3.61M | 2.54% | 6 |
|
|
2024
Q2 | $8.44M | Sell |
40,076
-31,432
| -44% | -$6.62M | 3.45% | 3 |
|
|
2024
Q1 | $12.3M | Sell |
71,508
-8,219
| -10% | -$1.41M | 2.22% | 6 |
|
|
2023
Q4 | $15.3M | Sell |
79,727
-4,710
| -6% | -$907K | 2.52% | 6 |
|
|
2023
Q3 | $14.5M | Sell |
84,437
-42,273
| -33% | -$7.24M | 2.38% | 6 |
|
|
2023
Q2 | $24.6M | Sell |
126,710
-6,068
| -5% | -$1.18M | 2.58% | 4 |
|
|
2023
Q1 | $21.9M | Sell |
132,778
-14,497
| -10% | -$2.39M | 2.46% | 4 |
|
|
2022
Q4 | $19.1M | Buy |
147,275
+2,940
| +2% | +$382K | 2.36% | 4 |
|
|
2022
Q3 | $19.9M | Sell |
144,335
-3,610
| -2% | -$499K | 2.72% | 5 |
|
|
2022
Q2 | $20.2M | Buy |
147,945
+2,930
| +2% | +$401K | 2.65% | 4 |
|
|
2022
Q1 | $25.3M | Sell |
145,015
-9,329
| -6% | -$1.63M | 2.8% | 4 |
|
|
2021
Q4 | $27.4M | Buy |
154,344
+4,240
| +3% | +$753K | 2.94% | 4 |
|
|
2021
Q3 | $21.2M | Buy |
150,104
+16,270
| +12% | +$2.3M | 2.81% | 4 |
|
|
2021
Q2 | $18.3M | Buy |
133,834
+17,508
| +15% | +$2.4M | 2.96% | 3 |
|
|
2021
Q1 | $14.2M | Buy |
116,326
+10,423
| +10% | +$1.27M | 2.91% | 2 |
|
|
2020
Q4 | $14.1M | Buy |
+105,903
| New | +$14.1M | 4.34% | 1 |
|