BA
Ballew Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
8,758
+511
| +6% | +$109K | 1.11% | 19 |
|
|
2025
Q1 | $1.63M | Buy |
8,247
+303
| +4% | +$60K | 1.1% | 19 |
|
|
2024
Q4 | $1.86M | Buy |
7,944
+174
| +2% | +$40.8K | 1.19% | 21 |
|
|
2024
Q3 | $1.78M | Buy |
7,770
+23
| +0.3% | +$5.28K | 1.2% | 17 |
|
|
2024
Q2 | $1.82M | Sell |
7,747
-95
| -1% | -$22.3K | 1.2% | 15 |
|
|
2024
Q1 | $1.32M | Buy |
7,842
+191
| +2% | +$32K | 0.91% | 30 |
|
|
2023
Q4 | $1.4M | Buy |
7,651
+3
| +0% | +$551 | 1.06% | 20 |
|
|
2023
Q3 | $1.33M | Sell |
7,648
-489
| -6% | -$84.9K | 1.09% | 19 |
|
|
2023
Q2 | $1.53M | Hold |
8,137
| – | – | 1.11% | 18 |
|
|
2023
Q1 | $1.54M | Buy |
8,137
+440
| +6% | +$83.3K | 1.12% | 18 |
|
|
2022
Q4 | $1.03M | Buy |
7,697
+29
| +0.4% | +$3.87K | 0.79% | 32 |
|
|
2022
Q3 | $1.08M | Buy |
7,668
+41
| +0.5% | +$5.76K | 0.97% | 23 |
|
|
2022
Q2 | $1.13M | Buy |
7,627
+380
| +5% | +$56.4K | 1.03% | 23 |
|
|
2022
Q1 | $1.24M | Buy |
7,247
+1,281
| +21% | +$218K | 0.94% | 23 |
|
|
2021
Q4 | $1.03M | Sell |
5,966
-7,315
| -55% | -$1.27M | 0.72% | 37 |
|
|
2021
Q3 | $1.9M | Buy |
13,281
+7,376
| +125% | +$1.05M | 1.39% | 18 |
|
|
2021
Q2 | $860K | Sell |
5,905
-6,515
| -52% | -$949K | 0.6% | 50 |
|
|
2021
Q1 | $1.53M | Buy |
12,420
+6,275
| +102% | +$772K | 0.56% | 49 |
|
|
2020
Q4 | $793K | Sell |
6,145
-2,600
| -30% | -$336K | 0.61% | 40 |
|
|
2020
Q3 | $1.02M | Buy |
8,745
+6,874
| +367% | +$801K | 0.86% | 31 |
|
|
2020
Q2 | $697K | Buy |
1,871
+211
| +13% | +$78.6K | 0.68% | 30 |
|
|
2020
Q1 | $422K | Sell |
1,660
-307
| -16% | -$78K | 0.48% | 42 |
|
|
2019
Q4 | $609K | Buy |
1,967
+1
| +0.1% | +$310 | 0.52% | 42 |
|
|
2019
Q3 | $441K | Buy |
1,966
+31
| +2% | +$6.95K | 0.4% | 55 |
|
|
2019
Q2 | $397K | Sell |
1,935
-142
| -7% | -$29.1K | 0.36% | 57 |
|
|
2019
Q1 | $433K | Sell |
2,077
-285
| -12% | -$59.4K | 0.4% | 52 |
|
|
2018
Q4 | $402K | Buy |
2,362
+88
| +4% | +$15K | 0.38% | 51 |
|
|
2018
Q3 | $492K | Buy |
2,274
+50
| +2% | +$10.8K | 0.45% | 48 |
|
|
2018
Q2 | $412K | Buy |
2,224
+31
| +1% | +$5.74K | 0.46% | 48 |
|
|
2018
Q1 | $368K | Sell |
2,193
-142
| -6% | -$23.8K | 0.32% | 63 |
|
|
2017
Q4 | $395K | Buy |
+2,335
| New | +$395K | 0.39% | 57 |
|