Beaird Harris Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
25,558
+604
| +2% | +$124K | 0.41% | 35 |
|
|
2025
Q1 | $5.54M | Sell |
24,954
-1,684
| -6% | -$374K | 0.47% | 31 |
|
|
2024
Q4 | $6.67M | Buy |
26,638
+3,891
| +17% | +$974K | 0.58% | 29 |
|
|
2024
Q3 | $5.3M | Sell |
22,747
-1,245
| -5% | -$290K | 0.46% | 33 |
|
|
2024
Q2 | $5.05M | Buy |
23,992
+1,521
| +7% | +$320K | 0.48% | 32 |
|
|
2024
Q1 | $3.85M | Sell |
22,471
-235
| -1% | -$40.3K | 0.38% | 35 |
|
|
2023
Q4 | $4.37M | Buy |
22,706
+2,228
| +11% | +$429K | 0.46% | 32 |
|
|
2023
Q3 | $3.51M | Buy |
20,478
+375
| +2% | +$64.2K | 0.42% | 31 |
|
|
2023
Q2 | $3.9M | Sell |
20,103
-94
| -0.5% | -$18.2K | 0.47% | 30 |
|
|
2023
Q1 | $3.33M | Sell |
20,197
-1,820
| -8% | -$300K | 0.6% | 26 |
|
|
2022
Q4 | $2.86M | Buy |
22,017
+1,841
| +9% | +$239K | 0.53% | 27 |
|
|
2022
Q3 | $2.79M | Buy |
20,176
+2,612
| +15% | +$361K | 0.61% | 26 |
|
|
2022
Q2 | $2.4M | Sell |
17,564
-18,858
| -52% | -$2.58M | 0.66% | 17 |
|
|
2022
Q1 | $6.36M | Sell |
36,422
-1,742
| -5% | -$304K | 2.3% | 8 |
|
|
2021
Q4 | $6.78M | Buy |
+38,164
| New | +$6.78M | 2.48% | 6 |
|