BWA
BDO Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $27.1M | Buy |
139,458
+3,010
| +2% | +$584K | 3.1% | 7 |
|
|
2023
Q1 | $22.5M | Sell |
136,448
-18,308
| -12% | -$3.02M | 2.76% | 9 |
|
|
2022
Q4 | $20.1M | Buy |
154,756
+3,343
| +2% | +$434K | 2.5% | 9 |
|
|
2022
Q3 | $20.9M | Sell |
151,413
-104
| -0.1% | -$14.4K | 2.78% | 8 |
|
|
2022
Q2 | $20.7M | Buy |
151,517
+4,594
| +3% | +$628K | 2.55% | 11 |
|
|
2022
Q1 | $25.7M | Sell |
146,923
-1,945
| -1% | -$340K | 2.74% | 11 |
|
|
2021
Q4 | $26.4M | Buy |
148,868
+153
| +0.1% | +$27.2K | 2.8% | 11 |
|
|
2021
Q3 | $21M | Buy |
148,715
+5,789
| +4% | +$819K | 2.32% | 12 |
|
|
2021
Q2 | $19.6M | Sell |
142,926
-7,505
| -5% | -$1.03M | 2.17% | 12 |
|
|
2021
Q1 | $18.4M | Buy |
150,431
+44,622
| +42% | +$5.45M | 2.17% | 12 |
|
|
2020
Q4 | $14M | Buy |
105,809
+5,784
| +6% | +$767K | 1.97% | 13 |
|
|
2020
Q3 | $11.6M | Buy |
100,025
+73,611
| +279% | +$8.52M | 1.89% | 13 |
|
|
2020
Q2 | $9.64M | Sell |
26,414
-1,814
| -6% | -$662K | 1.69% | 14 |
|
|
2020
Q1 | $7.18M | Buy |
28,228
+6,593
| +30% | +$1.68M | 1.45% | 16 |
|
|
2019
Q4 | $6.35M | Sell |
21,635
-1,340
| -6% | -$393K | 1.64% | 12 |
|
|
2019
Q3 | $5.15M | Sell |
22,975
-35
| -0.2% | -$7.84K | 1.32% | 16 |
|
|
2019
Q2 | $4.55M | Sell |
23,010
-309
| -1% | -$61.2K | 1.24% | 18 |
|
|
2019
Q1 | $4.43M | Buy |
23,319
+915
| +4% | +$174K | 1.29% | 18 |
|
|
2018
Q4 | $3.53M | Buy |
22,404
+427
| +2% | +$67.4K | 1.22% | 19 |
|
|
2018
Q3 | $4.96M | Sell |
21,977
-153
| -0.7% | -$34.5K | 1.6% | 15 |
|
|
2018
Q2 | $4.1M | Buy |
22,130
+4,215
| +24% | +$780K | 1.4% | 17 |
|
|
2018
Q1 | $3.01M | Buy |
17,915
+1,201
| +7% | +$202K | 1.13% | 18 |
|
|
2017
Q4 | $2.83M | Sell |
16,714
-503
| -3% | -$85.1K | 1.27% | 12 |
|
|
2017
Q3 | $2.65M | Sell |
17,217
-850
| -5% | -$131K | 1.32% | 12 |
|
|
2017
Q2 | $2.6M | Buy |
+18,067
| New | +$2.6M | 1.14% | 16 |
|