BA
BCM 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 |
8,860
+251
| +3% | +$53K | 0.4% | 37 |
|
|
2025
Q1 | $1.77M | Buy |
8,609
+11
| +0.1% | +$2.26K | 0.4% | 37 |
|
|
2024
Q4 | $2M | Sell |
8,598
-138
| -2% | -$32.1K | 0.45% | 35 |
|
|
2024
Q3 | $1.94M | Buy |
8,736
+213
| +2% | +$47.3K | 0.45% | 34 |
|
|
2024
Q2 | $1.86M | Buy |
8,523
+1,260
| +17% | +$275K | 0.44% | 34 |
|
|
2024
Q1 | $1.23M | Sell |
7,263
-1,608
| -18% | -$272K | 0.31% | 40 |
|
|
2023
Q4 | $1.67M | Buy |
8,871
+591
| +7% | +$111K | 0.44% | 33 |
|
|
2023
Q3 | $1.51M | Buy |
8,280
+1,554
| +23% | +$284K | 0.45% | 33 |
|
|
2023
Q2 | $1.28M | Buy |
6,726
+3,787
| +129% | +$722K | 0.34% | 37 |
|
|
2023
Q1 | $498K | Sell |
2,939
-184
| -6% | -$31.2K | 0.13% | 51 |
|
|
2022
Q4 | $422K | Sell |
3,123
-313
| -9% | -$42.3K | 0.12% | 52 |
|
|
2022
Q3 | $535K | Sell |
3,436
-15
| -0.4% | -$2.34K | 0.16% | 50 |
|
|
2022
Q2 | $528K | Hold |
3,451
| – | – | 0.15% | 48 |
|
|
2022
Q1 | $562K | Sell |
3,451
-300
| -8% | -$48.9K | 0.15% | 45 |
|
|
2021
Q4 | $656K | Sell |
3,751
-316
| -8% | -$55.3K | 0.17% | 41 |
|
|
2021
Q3 | $596K | Hold |
4,067
| – | – | 0.16% | 42 |
|
|
2021
Q2 | $579K | Sell |
4,067
-28
| -0.7% | -$3.99K | 0.16% | 42 |
|
|
2021
Q1 | $550K | Buy |
4,095
+25
| +0.6% | +$3.36K | 0.17% | 43 |
|
|
2020
Q4 | $540K | Hold |
4,070
| – | – | 0.18% | 44 |
|
|
2020
Q3 | $453K | Buy |
4,070
+2,815
| +224% | +$313K | 0.17% | 43 |
|
|
2020
Q2 | $458K | Buy |
+1,255
| New | +$458K | 0.19% | 38 |
|
|
2017
Q1 | – | Sell |
-770
| Closed | -$89K | – | 33 |
|
|
2016
Q4 | $89K | Buy |
+770
| New | +$89K | 0.06% | 38 |
|