BWP
Balboa Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
69,830
+1,346
| +2% | +$276K | 2.87% | 4 |
|
|
2025
Q1 | $15.2M | Sell |
68,484
-2,251
| -3% | -$500K | 3.67% | 5 |
|
|
2024
Q4 | $17.7M | Sell |
70,735
-1,777
| -2% | -$445K | 4.04% | 4 |
|
|
2024
Q3 | $16.9M | Sell |
72,512
-4,171
| -5% | -$972K | 4.21% | 4 |
|
|
2024
Q2 | $16.2M | Buy |
76,683
+4,049
| +6% | +$853K | 4.26% | 4 |
|
|
2024
Q1 | $12.5M | Sell |
72,634
-10,569
| -13% | -$1.81M | 3.67% | 5 |
|
|
2023
Q4 | $16M | Sell |
83,203
-2,378
| -3% | -$458K | 5.32% | 4 |
|
|
2023
Q3 | $14.7M | Sell |
85,581
-4,994
| -6% | -$855K | 5.5% | 4 |
|
|
2023
Q2 | $17.6M | Sell |
90,575
-786
| -0.9% | -$152K | 6.13% | 3 |
|
|
2023
Q1 | $15.1M | Sell |
91,361
-7,793
| -8% | -$1.29M | 5.69% | 3 |
|
|
2022
Q4 | $12.9M | Sell |
99,154
-4,001
| -4% | -$520K | 5.81% | 3 |
|
|
2022
Q3 | $14.3M | Buy |
+103,155
| New | +$14.3M | 6.27% | 3 |
|