Beacon Wealthcare LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
5,108
+57
| +1% | +$11.7K | 0.4% | 11 |
|
|
2025
Q1 | $1.12M | Buy |
5,051
+5
| +0.1% | +$1.11K | 0.46% | 10 |
|
|
2024
Q4 | $1.26M | Sell |
5,046
-258
| -5% | -$64.6K | 0.51% | 10 |
|
|
2024
Q3 | $1.24M | Buy |
5,304
+242
| +5% | +$56.4K | 0.5% | 10 |
|
|
2024
Q2 | $1.07M | Sell |
5,062
-37
| -0.7% | -$7.79K | 0.46% | 10 |
|
|
2024
Q1 | $874K | Buy |
5,099
+79
| +2% | +$13.5K | 0.4% | 12 |
|
|
2023
Q4 | $967K | Sell |
5,020
-2,500
| -33% | -$481K | 0.47% | 11 |
|
|
2023
Q3 | $1.29M | Hold |
7,520
| – | – | 0.68% | 10 |
|
|
2023
Q2 | $1.46M | Buy |
+7,520
| New | +$1.46M | 0.74% | 10 |
|
|
2023
Q1 | – | Sell |
-4,136
| Closed | -$537K | – | 16 |
|
|
2022
Q4 | $537K | Buy |
4,136
+75
| +2% | +$9.75K | 0.3% | 10 |
|
|
2022
Q3 | $561K | Buy |
4,061
+50
| +1% | +$6.91K | 0.33% | 9 |
|
|
2022
Q2 | $548K | Buy |
4,011
+75
| +2% | +$10.2K | 0.3% | 8 |
|
|
2022
Q1 | $687K | Sell |
3,936
-700
| -15% | -$122K | 0.34% | 8 |
|
|
2021
Q4 | $823K | Sell |
4,636
-607
| -12% | -$108K | 0.37% | 8 |
|
|
2021
Q3 | $742K | Sell |
5,243
-172
| -3% | -$24.3K | 0.36% | 8 |
|
|
2021
Q2 | $742K | Hold |
5,415
| – | – | 0.37% | 8 |
|
|
2021
Q1 | $661K | Buy |
+5,415
| New | +$661K | 0.35% | 8 |
|