BWG
Balanced Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
62,385
-248
| -0.4% | -$51.5K | 5.62% | 4 |
|
|
2025
Q1 | $13.9M | Sell |
62,633
-39
| -0.1% | -$8.66K | 6.72% | 4 |
|
|
2024
Q4 | $14.8M | Hold |
62,672
| – | – | 6.64% | 4 |
|
|
2024
Q3 | $14.6M | Sell |
62,672
-35
| -0.1% | -$8.16K | 6.46% | 4 |
|
|
2024
Q2 | $13.6M | Sell |
62,707
-1,752
| -3% | -$380K | 6.18% | 4 |
|
|
2024
Q1 | $11.9M | Buy |
64,459
+861
| +1% | +$159K | 5.3% | 4 |
|
|
2023
Q4 | $12.2M | Buy |
+63,598
| New | +$12.2M | 6.36% | 3 |
|