Beacon Investment 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 | $7.62M | Buy |
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|
2025
Q1 | $8.41M | Buy |
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|
2024
Q4 | $9.47M | Buy |
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|
2024
Q3 | $8.74M | Buy |
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|
2024
Q2 | $7.89M | Buy |
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|
2024
Q1 | $6.39M | Buy |
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|
2023
Q4 | $7.16M | Sell |
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|
2023
Q3 | $7.22M | Buy |
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|
2023
Q2 | $8.14M | Sell |
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|
2023
Q1 | $6.98M | Buy |
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|
2022
Q4 | $5.49M | Buy |
|