BCMIO
Beacon Capital Management Inc (Ohio)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $440K | Sell |
2,128
-46
| -2% | -$9.52K | 0.02% | 32 |
|
|
2024
Q4 | $545K | Sell |
2,174
-45
| -2% | -$11.3K | 0.02% | 27 |
|
|
2024
Q3 | $517K | Sell |
2,219
-80
| -3% | -$18.6K | 0.02% | 28 |
|
|
2024
Q2 | $484K | Sell |
2,299
-40
| -2% | -$8.43K | 0.02% | 25 |
|
|
2024
Q1 | $398K | Hold |
2,339
| – | – | 0.02% | 25 |
|
|
2023
Q4 | $450K | Buy |
2,339
+64
| +3% | +$12.3K | 0.02% | 25 |
|
|
2023
Q3 | $390K | Hold |
2,275
| – | – | 0.01% | 23 |
|
|
2023
Q2 | $441K | Sell |
2,275
-816
| -26% | -$158K | 0.02% | 24 |
|
|
2023
Q1 | $510K | Sell |
3,091
-29
| -0.9% | -$4.78K | 0.02% | 21 |
|
|
2022
Q4 | $405K | Buy |
3,120
+392
| +14% | +$50.9K | 0.01% | 25 |
|
|
2022
Q3 | $377K | Sell |
2,728
-191
| -7% | -$26.4K | 0.01% | 24 |
|
|
2022
Q2 | $399K | Sell |
2,919
-583
| -17% | -$79.7K | 0.01% | 26 |
|
|
2022
Q1 | $611K | Sell |
3,502
-26
| -0.7% | -$4.54K | 0.02% | 26 |
|
|
2021
Q4 | $626K | Hold |
3,528
| – | – | 0.02% | 27 |
|
|
2021
Q3 | $499K | Sell |
3,528
-140
| -4% | -$19.8K | 0.02% | 26 |
|
|
2021
Q2 | $502K | Hold |
3,668
| – | – | 0.02% | 24 |
|
|
2021
Q1 | $448K | Sell |
3,668
-4
| -0.1% | -$489 | 0.02% | 21 |
|
|
2020
Q4 | $487K | Buy |
3,672
+176
| +5% | +$23.3K | 0.02% | 21 |
|
|
2020
Q3 | $405K | Buy |
3,496
+2,667
| +322% | +$309K | 0.02% | 21 |
|
|
2020
Q2 | $302K | Sell |
829
-14
| -2% | -$5.1K | 0.02% | 20 |
|
|
2020
Q1 | $214K | Buy |
843
+14
| +2% | +$3.55K | 0.01% | 19 |
|
|
2019
Q4 | $243K | Sell |
829
-1
| -0.1% | -$293 | 0.01% | 20 |
|
|
2019
Q3 | $186K | Sell |
830
-91
| -10% | -$20.4K | 0.01% | 20 |
|
|
2019
Q2 | $182K | Hold |
921
| – | – | 0.01% | 24 |
|
|
2019
Q1 | $175K | Hold |
921
| – | – | 0.01% | 22 |
|
|
2018
Q4 | $145K | Buy |
921
+7
| +0.8% | +$1.1K | 0.01% | 20 |
|
|
2018
Q3 | $206K | Hold |
914
| – | – | 0.01% | 21 |
|
|
2018
Q2 | $169K | Hold |
914
| – | – | 0.01% | 26 |
|
|
2018
Q1 | $153K | Sell |
914
-109
| -11% | -$18.2K | 0.01% | 22 |
|
|
2017
Q4 | $173K | Hold |
1,023
| – | – | 0.01% | 24 |
|
|
2017
Q3 | $158K | Sell |
1,023
-420
| -29% | -$64.9K | 0.01% | 23 |
|
|
2017
Q2 | $208K | Buy |
1,443
+413
| +40% | +$59.5K | 0.01% | 23 |
|
|
2017
Q1 | $148K | Buy |
1,030
+1
| +0.1% | +$144 | 0.01% | 23 |
|
|
2016
Q4 | $119K | Sell |
1,029
-861
| -46% | -$99.6K | 0.01% | 26 |
|
|
2016
Q3 | $214K | Sell |
1,890
-1,123
| -37% | -$127K | 0.01% | 24 |
|
|
2016
Q2 | $288K | Sell |
3,013
-480
| -14% | -$45.9K | 0.02% | 22 |
|
|
2016
Q1 | $381K | Sell |
3,493
-3,966
| -53% | -$433K | 0.03% | 25 |
|
|
2015
Q4 | $785K | Sell |
7,459
-247
| -3% | -$26K | 0.06% | 7 |
|
|
2015
Q3 | $850K | Sell |
7,706
-889
| -10% | -$98.1K | 0.06% | 7 |
|
|
2015
Q2 | $1.08M | Sell |
8,595
-238
| -3% | -$29.9K | 0.08% | 17 |
|
|
2015
Q1 | $1.1M | Sell |
8,833
-650
| -7% | -$80.9K | 0.1% | 17 |
|
|
2014
Q4 | $1.05M | Sell |
9,483
-500
| -5% | -$55.2K | 0.13% | 17 |
|
|
2014
Q3 | $1.01M | Sell |
9,983
-500
| -5% | -$50.4K | 0.15% | 20 |
|
|
2014
Q2 | $974K | Buy |
10,483
+8,813
| +528% | +$819K | 0.18% | 20 |
|
|
2014
Q1 | $896K | Hold |
1,670
| – | – | 0.21% | 21 |
|
|
2013
Q4 | $937K | Buy |
+1,670
| New | +$937K | 0.28% | 20 |
|