BWM
BCGM Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
19,070
+579
| +3% | +$119K | 1.1% | 32 |
|
|
2025
Q1 | $4.11M | Sell |
18,491
-73
| -0.4% | -$16.2K | 1.26% | 23 |
|
|
2024
Q4 | $4.65M | Sell |
18,564
-277
| -1% | -$69.4K | 1.47% | 16 |
|
|
2024
Q3 | $4.39M | Sell |
18,841
-766
| -4% | -$178K | 1.42% | 16 |
|
|
2024
Q2 | $4.13M | Sell |
19,607
-136
| -0.7% | -$28.6K | 1.43% | 14 |
|
|
2024
Q1 | $3.39M | Buy |
19,743
+177
| +0.9% | +$30.4K | 1.22% | 24 |
|
|
2023
Q4 | $3.77M | Buy |
19,566
+319
| +2% | +$61.4K | 1.53% | 17 |
|
|
2023
Q3 | $3.3M | Sell |
19,247
-368
| -2% | -$63K | 1.51% | 16 |
|
|
2023
Q2 | $3.8M | Buy |
19,615
+5,717
| +41% | +$1.11M | 1.68% | 14 |
|
|
2023
Q1 | $2.29M | Sell |
13,898
-2,598
| -16% | -$428K | 1.16% | 20 |
|
|
2022
Q4 | $2.14M | Sell |
16,496
-109
| -0.7% | -$14.2K | 1.04% | 27 |
|
|
2022
Q3 | $2.41M | Buy |
16,605
+692
| +4% | +$100K | 1.2% | 21 |
|
|
2022
Q2 | $2.59M | Sell |
15,913
-5,120
| -24% | -$832K | 1.31% | 16 |
|
|
2022
Q1 | $3.32M | Buy |
21,033
+132
| +0.6% | +$20.8K | 1.8% | 13 |
|
|
2021
Q4 | $3.71M | Buy |
20,901
+8,810
| +73% | +$1.56M | 1.99% | 12 |
|
|
2021
Q3 | $1.81M | Buy |
12,091
+398
| +3% | +$59.6K | 1.01% | 18 |
|
|
2021
Q2 | $1.71M | Buy |
11,693
+437
| +4% | +$63.8K | 1.01% | 21 |
|
|
2021
Q1 | $1.5M | Sell |
11,256
-1,093
| -9% | -$145K | 1.02% | 20 |
|
|
2020
Q4 | $1.67M | Buy |
+12,349
| New | +$1.67M | 1.18% | 20 |
|