BWM
BCS Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
24,987
+7,701
| +45% | +$1.58M | 1.1% | 22 |
|
|
2025
Q1 | $3.84M | Sell |
17,286
-16,822
| -49% | -$3.74M | 0.99% | 29 |
|
|
2024
Q4 | $8.54M | Buy |
34,108
+11,255
| +49% | +$2.82M | 2.12% | 8 |
|
|
2024
Q3 | $5.33M | Sell |
22,853
-9,589
| -30% | -$2.23M | 2.26% | 11 |
|
|
2024
Q2 | $6.83M | Sell |
32,442
-2,736
| -8% | -$576K | 3.32% | 6 |
|
|
2024
Q1 | $6.03M | Buy |
35,178
+6,285
| +22% | +$1.08M | 1.94% | 9 |
|
|
2023
Q4 | $5.56M | Sell |
28,893
-1,676
| -5% | -$323K | 2.05% | 9 |
|
|
2023
Q3 | $5.23M | Buy |
+30,569
| New | +$5.23M | 2.18% | 9 |
|
|
2023
Q2 | – | Sell |
-8,441
| Closed | -$1.39M | – | 114 |
|
|
2023
Q1 | $1.39M | Sell |
8,441
-22,318
| -73% | -$3.68M | 0.63% | 36 |
|
|
2022
Q4 | $4M | Buy |
30,759
+32
| +0.1% | +$4.16K | 1.67% | 13 |
|
|
2022
Q3 | $4.25M | Buy |
30,727
+2,990
| +11% | +$413K | 2% | 10 |
|
|
2022
Q2 | $3.79M | Buy |
27,737
+3,209
| +13% | +$439K | 1.68% | 14 |
|
|
2022
Q1 | $4.28M | Sell |
24,528
-2,691
| -10% | -$470K | 1.77% | 13 |
|
|
2021
Q4 | $4.83M | Buy |
27,219
+2,087
| +8% | +$371K | 1.73% | 13 |
|
|
2021
Q3 | $3.56M | Sell |
25,132
-136
| -0.5% | -$19.2K | 1.51% | 17 |
|
|
2021
Q2 | $3.46M | Buy |
25,268
+2,243
| +10% | +$307K | 1.84% | 14 |
|
|
2021
Q1 | $2.81M | Buy |
23,025
+286
| +1% | +$34.9K | 1.34% | 17 |
|
|
2020
Q4 | $3.02M | Buy |
22,739
+707
| +3% | +$93.8K | 1.57% | 17 |
|
|
2020
Q3 | $2.55M | Buy |
22,032
+17,124
| +349% | +$1.98M | 1.44% | 18 |
|
|
2020
Q2 | $1.79M | Sell |
4,908
-803
| -14% | -$293K | 1.07% | 22 |
|
|
2020
Q1 | $1.45M | Buy |
5,711
+272
| +5% | +$69.2K | 1.02% | 22 |
|
|
2019
Q4 | $1.6M | Buy |
+5,439
| New | +$1.6M | 1.06% | 24 |
|