Beacon Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Buy |
37,909
+33
| +0.1% | +$6.64K | 3.29% | 3 |
|
|
2025
Q1 | $8.41M | Buy |
37,876
+54
| +0.1% | +$12K | 3.97% | 3 |
|
|
2024
Q4 | $9.47M | Buy |
37,822
+320
| +0.9% | +$80.1K | 4.45% | 3 |
|
|
2024
Q3 | $8.74M | Buy |
37,502
+53
| +0.1% | +$12.3K | 4.13% | 3 |
|
|
2024
Q2 | $7.89M | Buy |
37,449
+191
| +0.5% | +$40.2K | 4.03% | 3 |
|
|
2024
Q1 | $6.39M | Buy |
37,258
+51
| +0.1% | +$8.75K | 3.64% | 3 |
|
|
2023
Q4 | $7.16M | Sell |
37,207
-4,958
| -12% | -$955K | 4.57% | 3 |
|
|
2023
Q3 | $7.22M | Buy |
42,165
+186
| +0.4% | +$31.8K | 5.11% | 3 |
|
|
2023
Q2 | $8.14M | Sell |
41,979
-323
| -0.8% | -$62.7K | 5.56% | 1 |
|
|
2023
Q1 | $6.98M | Buy |
42,302
+64
| +0.2% | +$10.6K | 5.09% | 2 |
|
|
2022
Q4 | $5.49M | Buy |
+42,238
| New | +$5.49M | 4.58% | 2 |
|