BCGM Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.86M | Sell |
19,143
-191
| -1% | -$49.7K | 1.22% | 24 |
|
|
2025
Q4 | $5.26M | Sell |
19,334
-48
| -0.2% | -$12.9K | 1.34% | 23 |
|
|
2025
Q3 | $4.94M | Buy |
19,382
+312
| +2% | +$70.5K | 1.28% | 22 |
|
|
2025
Q2 | $3.91M | Buy |
19,070
+579
| +3% | +$117K | 1.1% | 32 |
|
|
2025
Q1 | $4.11M | Sell |
18,491
-73
| -0.4% | -$16.9K | 1.26% | 23 |
|
|
2024
Q4 | $4.65M | Sell |
18,564
-277
| -1% | -$65.3K | 1.47% | 16 |
|
|
2024
Q3 | $4.39M | Sell |
18,841
-766
| -4% | -$171K | 1.42% | 16 |
|
|
2024
Q2 | $4.13M | Sell |
19,607
-136
| -0.7% | -$25.4K | 1.43% | 14 |
|
|
2024
Q1 | $3.39M | Buy |
19,743
+177
| +0.9% | +$32.2K | 1.22% | 24 |
|
|
2023
Q4 | $3.77M | Buy |
19,566
+319
| +2% | +$58.9K | 1.53% | 17 |
|
|
2023
Q3 | $3.3M | Sell |
19,247
-368
| -2% | -$67.5K | 1.51% | 16 |
|
|
2023
Q2 | $3.8M | Buy |
19,615
+5,717
| +41% | +$996K | 1.68% | 14 |
|
|
2023
Q1 | $2.29M | Sell |
13,898
-2,598
| -16% | -$383K | 1.16% | 20 |
|
|
2022
Q4 | $2.14M | Sell |
16,496
-109
| -0.7% | -$15.6K | 1.04% | 27 |
|
|
2022
Q3 | $2.41M | Buy |
16,605
+692
| +4% | +$109K | 1.2% | 21 |
|
|
2022
Q2 | $2.59M | Sell |
15,913
-5,120
| -24% | -$775K | 1.31% | 16 |
|
|
2022
Q1 | $3.32M | Buy |
21,033
+132
| +0.6% | +$22.2K | 1.8% | 13 |
|
|
2021
Q4 | $3.71M | Buy |
20,901
+8,810
| +73% | +$1.39M | 1.99% | 12 |
|
|
2021
Q3 | $1.81M | Buy |
12,091
+398
| +3% | +$58.6K | 1.01% | 18 |
|
|
2021
Q2 | $1.71M | Buy |
11,693
+437
| +4% | +$56.6K | 1.01% | 21 |
|
|
2021
Q1 | $1.5M | Sell |
11,256
-1,093
| -9% | -$140K | 1.02% | 20 |
|
|
2020
Q4 | $1.67M | Buy |
+12,349
| New | +$1.49M | 1.18% | 20 |
|
Other funds holding AAPL
VCM
VPM
