BCU Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,309
| Closed | -$735K | – | 57 |
|
|
2025
Q1 | $735K | Buy |
3,309
+3
| +0.1% | +$666 | 0.38% | 23 |
|
|
2024
Q4 | $828K | Buy |
3,306
+3
| +0.1% | +$751 | 0.47% | 22 |
|
|
2024
Q3 | $770K | Buy |
3,303
+3
| +0.1% | +$699 | 0.46% | 24 |
|
|
2024
Q2 | $695K | Sell |
3,300
-327
| -9% | -$68.9K | 0.51% | 21 |
|
|
2024
Q1 | $622K | Buy |
3,627
+322
| +10% | +$55.2K | 0.53% | 24 |
|
|
2023
Q4 | $636K | Buy |
+3,305
| New | +$636K | 0.69% | 21 |
|