BRIA
Balanced Rock Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
2,293
+141
| +7% | +$28.9K | 0.37% | 58 |
|
|
2025
Q1 | $478K | Buy |
2,152
+3
| +0.1% | +$666 | 0.38% | 49 |
|
|
2024
Q4 | $538K | Buy |
2,149
+98
| +5% | +$24.5K | 0.43% | 42 |
|
|
2024
Q3 | $478K | Sell |
2,051
-34
| -2% | -$7.92K | 0.37% | 51 |
|
|
2024
Q2 | $439K | Sell |
2,085
-73
| -3% | -$15.4K | 0.37% | 55 |
|
|
2024
Q1 | $370K | Buy |
2,158
+90
| +4% | +$15.4K | 0.32% | 62 |
|
|
2023
Q4 | $398K | Buy |
+2,068
| New | +$398K | 0.35% | 63 |
|