Beacon Harbor Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.42M | Hold |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $7.52M | Buy |
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|
2024
Q2 | $5.99M | Buy |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $560K | Hold |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $535K | Hold |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $5.4M | Sell |
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|
2021
Q4 | $6.11M | Buy |
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|
2021
Q3 | $4.81M | Buy |
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|
2021
Q2 | $4.46M | Buy |
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|
2021
Q1 | $3.87M | Buy |
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|
2020
Q4 | $544K | Buy |
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