BCR Wealth Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $593K | Buy |
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|
2025
Q2 | $471K | Sell |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $70K | Buy |
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