Beacon Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $11.6M | Buy |
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2025
Q2 | $9.03M | Sell |
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2025
Q1 | $9.85M | Buy |
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2024
Q4 | $10.8M | Sell |
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2024
Q3 | $10.4M | Sell |
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2024
Q2 | $9.71M | Buy |
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2024
Q1 | $7.52M | Sell |
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2023
Q4 | $8.9M | Sell |
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2023
Q3 | $10.5M | Sell |
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2023
Q2 | $10.8M | Buy |
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2023
Q1 | $9.16M | Sell |
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2022
Q4 | $7.74M | Sell |
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2022
Q3 | $8.43M | Sell |
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2022
Q2 | $8.49M | Sell |
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2022
Q1 | $10.7M | Buy |
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2021
Q4 | $10.9M | Sell |
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2021
Q3 | $8.6M | Buy |
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2021
Q2 | $8.29M | Sell |
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2021
Q1 | $7.46M | Hold |
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2020
Q4 | $7.46M | Sell |
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2020
Q3 | $7.04M | Sell |
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2020
Q2 | $6.75M | Buy |
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2020
Q1 | $4.54M | Buy |
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2019
Q4 | $5.2M | Sell |
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2019
Q3 | $4.15M | Sell |
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2019
Q2 | $7.3M | Buy |
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2019
Q1 | $3.95K | Sell |
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2018
Q4 | $3.42M | Sell |
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2018
Q3 | $6.59M | Sell |
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2018
Q2 | $9.01M | Sell |
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2018
Q1 | $8.8M | Buy |
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2017
Q4 | $5.45M | Buy |
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2017
Q3 | $4.93M | Sell |
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2017
Q2 | $4.68M | Buy |
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2017
Q1 | $4.68M | Sell |
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2016
Q4 | $3.79M | Buy |
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2016
Q3 | $3.58M | Sell |
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2016
Q2 | $3.49M | Sell |
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2016
Q1 | $4.36M | Sell |
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2015
Q4 | $4.28M | Sell |
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2015
Q3 | $4.46M | Sell |
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2015
Q2 | $5.35M | Buy |
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2015
Q1 | $5.43M | Sell |
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2014
Q4 | $5.03M | Buy |
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2014
Q3 | $4.38M | Sell |
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2014
Q2 | $4.82M | Buy |
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2014
Q1 | $3.71M | Buy |
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2013
Q4 | $3.34M | Sell |
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2013
Q3 | $3.52M | Buy |
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