Beacon Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,643
+401
| +8% | +$82.3K | 0.65% | 27 |
|
|
2025
Q1 | $1.16M | Buy |
5,242
+3
| +0.1% | +$666 | 0.67% | 27 |
|
|
2024
Q4 | $1.31M | Buy |
5,239
+3
| +0.1% | +$751 | 0.76% | 19 |
|
|
2024
Q3 | $1.22M | Sell |
5,236
-609
| -10% | -$142K | 0.75% | 20 |
|
|
2024
Q2 | $1.23M | Sell |
5,845
-125
| -2% | -$26.3K | 0.84% | 18 |
|
|
2024
Q1 | $1.02M | Buy |
5,970
+560
| +10% | +$96K | 0.71% | 18 |
|
|
2023
Q4 | $1.04M | Buy |
5,410
+4
| +0.1% | +$770 | 0.82% | 12 |
|
|
2023
Q3 | $926K | Sell |
5,406
-108
| -2% | -$18.5K | 0.8% | 12 |
|
|
2023
Q2 | $1.07M | Buy |
5,514
+616
| +13% | +$119K | 0.91% | 11 |
|
|
2023
Q1 | $808K | Buy |
4,898
+133
| +3% | +$21.9K | 0.76% | 12 |
|
|
2022
Q4 | $619K | Buy |
+4,765
| New | +$619K | 0.64% | 13 |
|