BFA
Beacon Financial Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Buy |
38,182
+6,083
| +19% | +$1.25M | 2.03% | 6 |
|
|
2025
Q1 | $7.13M | Buy |
32,099
+603
| +2% | +$134K | 2.16% | 6 |
|
|
2024
Q4 | $7.89M | Buy |
31,496
+275
| +0.9% | +$68.9K | 2.57% | 5 |
|
|
2024
Q3 | $7.27M | Sell |
31,221
-3,634
| -10% | -$847K | 2.47% | 5 |
|
|
2024
Q2 | $7.34M | Buy |
34,855
+6,497
| +23% | +$1.37M | 2.74% | 4 |
|
|
2024
Q1 | $4.86M | Sell |
28,358
-6,972
| -20% | -$1.2M | 2.36% | 5 |
|
|
2023
Q4 | $6.8M | Buy |
35,330
+1,036
| +3% | +$199K | 3.28% | 2 |
|
|
2023
Q3 | $5.87M | Buy |
34,294
+305
| +0.9% | +$52.2K | 3.24% | 3 |
|
|
2023
Q2 | $6.59M | Sell |
33,989
-512
| -1% | -$99.3K | 3.78% | 2 |
|
|
2023
Q1 | $5.69M | Sell |
34,501
-5,907
| -15% | -$974K | 3.61% | 3 |
|
|
2022
Q4 | $5.25M | Sell |
40,408
-7,838
| -16% | -$1.02M | 3.76% | 1 |
|
|
2022
Q3 | $6.67M | Sell |
48,246
-2,795
| -5% | -$386K | 4.75% | 1 |
|
|
2022
Q2 | $6.98M | Sell |
51,041
-433
| -0.8% | -$59.2K | 3.97% | 1 |
|
|
2022
Q1 | $8.99M | Buy |
51,474
+363
| +0.7% | +$63.4K | 4.29% | 1 |
|
|
2021
Q4 | $9.08M | Buy |
51,111
+4,429
| +9% | +$786K | 4.19% | 1 |
|
|
2021
Q3 | $6.61M | Buy |
46,682
+1,931
| +4% | +$273K | 3.43% | 1 |
|
|
2021
Q2 | $6.13M | Sell |
44,751
-6,832
| -13% | -$936K | 3.29% | 1 |
|
|
2021
Q1 | $6.3M | Buy |
51,583
+2,535
| +5% | +$310K | 3.61% | 1 |
|
|
2020
Q4 | $6.51M | Buy |
49,048
+8,328
| +20% | +$1.11M | 4.23% | 1 |
|
|
2020
Q3 | $4.72M | Buy |
40,720
+33,996
| +506% | +$3.94M | 4.1% | 1 |
|
|
2020
Q2 | $2.45M | Buy |
6,724
+245
| +4% | +$89.3K | 2.67% | 4 |
|
|
2020
Q1 | $1.65M | Sell |
6,479
-893
| -12% | -$227K | 2.1% | 8 |
|
|
2019
Q4 | $2.16M | Buy |
+7,372
| New | +$2.16M | 1.85% | 10 |
|