BPA
Beacon Pointe Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333M | Sell |
1,623,942
-33,286
| -2% | -$6.83M | 3.48% | 2 |
|
|
2025
Q1 | $368M | Sell |
1,657,228
-129,423
| -7% | -$28.7M | 4.13% | 1 |
|
|
2024
Q4 | $447M | Buy |
1,786,651
+20,442
| +1% | +$5.12M | 4.96% | 1 |
|
|
2024
Q3 | $412M | Sell |
1,766,209
-37,170
| -2% | -$8.66M | 4.74% | 1 |
|
|
2024
Q2 | $380M | Sell |
1,803,379
-158,317
| -8% | -$33.3M | 4.49% | 1 |
|
|
2024
Q1 | $336M | Sell |
1,961,696
-107,908
| -5% | -$18.5M | 3.74% | 1 |
|
|
2023
Q4 | $398M | Sell |
2,069,604
-50,908
| -2% | -$9.8M | 4.76% | 1 |
|
|
2023
Q3 | $363M | Buy |
2,120,512
+460,389
| +28% | +$78.8M | 4.52% | 1 |
|
|
2023
Q2 | $322M | Buy |
1,660,123
+15,399
| +0.9% | +$2.99M | 5.26% | 1 |
|
|
2023
Q1 | $271M | Buy |
1,644,724
+112,772
| +7% | +$18.6M | 4.62% | 1 |
|
|
2022
Q4 | $199M | Buy |
1,531,952
+102,536
| +7% | +$13.3M | 3.86% | 2 |
|
|
2022
Q3 | $198M | Sell |
1,429,416
-19,065
| -1% | -$2.63M | 4.42% | 1 |
|
|
2022
Q2 | $198M | Sell |
1,448,481
-170,176
| -11% | -$23.3M | 4.18% | 2 |
|
|
2022
Q1 | $283M | Buy |
1,618,657
+571,340
| +55% | +$99.8M | 3.87% | 2 |
|
|
2021
Q4 | $186M | Sell |
1,047,317
-105,957
| -9% | -$18.8M | 4.85% | 2 |
|
|
2021
Q3 | $163M | Buy |
1,153,274
+305,593
| +36% | +$43.2M | 4.02% | 1 |
|
|
2021
Q2 | $116M | Buy |
847,681
+455,395
| +116% | +$62.4M | 4.11% | 2 |
|
|
2021
Q1 | $47.9M | Sell |
392,286
-192,445
| -33% | -$23.5M | 2.94% | 5 |
|
|
2020
Q4 | $77.6M | Buy |
584,731
+230,969
| +65% | +$30.6M | 5.31% | 2 |
|
|
2020
Q3 | $41M | Buy |
353,762
+213,389
| +152% | +$24.7M | 3.96% | 3 |
|
|
2020
Q2 | $51.2M | Buy |
140,373
+74,690
| +114% | +$27.2M | 5.13% | 1 |
|
|
2020
Q1 | $16.7M | Buy |
65,683
+125
| +0.2% | +$31.8K | 2.66% | 6 |
|
|
2019
Q4 | $19.3M | Buy |
65,558
+36,057
| +122% | +$10.6M | 5.97% | 1 |
|
|
2019
Q3 | $6.61M | Sell |
29,501
-42,769
| -59% | -$9.58M | 2.85% | 8 |
|
|
2019
Q2 | $14.3M | Sell |
72,270
-21,849
| -23% | -$4.32M | 5.22% | 1 |
|
|
2019
Q1 | $17.9M | Buy |
94,119
+24,557
| +35% | +$4.66M | 6.71% | 1 |
|
|
2018
Q4 | $11M | Buy |
+69,562
| New | +$11M | 6.67% | 1 |
|