Beacon Financial Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $9.52M | Sell |
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|
2025
Q3 | $10.5M | Buy |
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|
2025
Q2 | $7.83M | Buy |
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|
2025
Q1 | $7.13M | Buy |
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|
2024
Q4 | $7.89M | Buy |
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|
2024
Q3 | $7.27M | Sell |
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|
2024
Q2 | $7.34M | Buy |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $6.8M | Buy |
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|
2023
Q3 | $5.87M | Buy |
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|
2023
Q2 | $6.59M | Sell |
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|
2023
Q1 | $5.69M | Sell |
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|
2022
Q4 | $5.25M | Sell |
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|
2022
Q3 | $6.67M | Sell |
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|
2022
Q2 | $6.98M | Sell |
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|
2022
Q1 | $8.99M | Buy |
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|
2021
Q4 | $9.08M | Buy |
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|
2021
Q3 | $6.61M | Buy |
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|
2021
Q2 | $6.13M | Sell |
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|
2021
Q1 | $6.3M | Buy |
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|
2020
Q4 | $6.51M | Buy |
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|
2020
Q3 | $4.71M | Buy |
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|
2020
Q2 | $2.45M | Buy |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $2.16M | Buy |
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