Beacon Capital Management LLC (Tennessee)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
49,118
-284
| -0.6% | -$58.3K | 1.36% | 16 |
|
|
2025
Q1 | $11M | Sell |
49,402
-2,112
| -4% | -$469K | 1.48% | 14 |
|
|
2024
Q4 | $12.9M | Sell |
51,514
-541
| -1% | -$135K | 1.68% | 11 |
|
|
2024
Q3 | $12.1M | Buy |
52,055
+3,215
| +7% | +$749K | 1.72% | 11 |
|
|
2024
Q2 | $10.3M | Buy |
48,840
+2,490
| +5% | +$524K | 1.89% | 10 |
|
|
2024
Q1 | $7.95M | Buy |
46,350
+1,409
| +3% | +$242K | 1.63% | 10 |
|
|
2023
Q4 | $7.69M | Sell |
44,941
-758
| -2% | -$130K | 2.16% | 9 |
|
|
2023
Q3 | $8.86M | Hold |
45,699
| – | – | 2.35% | 9 |
|
|
2023
Q2 | $8.86M | Buy |
45,699
+3,090
| +7% | +$599K | 2.35% | 9 |
|
|
2023
Q1 | $7.03M | Sell |
42,609
-174
| -0.4% | -$28.7K | 2.05% | 11 |
|
|
2022
Q4 | $5.56M | Buy |
42,783
+488
| +1% | +$63.4K | 1.89% | 9 |
|
|
2022
Q3 | $5.78M | Buy |
42,295
+1,104
| +3% | +$151K | 1.93% | 11 |
|
|
2022
Q2 | $7.19M | Buy |
41,191
+20
| +0% | +$3.49K | 1.78% | 11 |
|
|
2022
Q1 | $7.19M | Buy |
+41,171
| New | +$7.19M | 1.71% | 12 |
|