Beacon Financial Strategies’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 | $641K | Hold |
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|
2025
Q2 | $517K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $640K | Sell |
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|
2024
Q3 | $603K | Hold |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $560K | Sell |
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|
2023
Q2 | $767K | Buy |
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|
2023
Q1 | $630K | Hold |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $528K | Hold |
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|
2022
Q2 | $522K | Hold |
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $540K | Buy |
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|
2021
Q2 | $505K | Buy |
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