Beam Wealth 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 | $5.72M | Sell |
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|
2025
Q1 | $6.29M | Sell |
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|
2024
Q4 | $7.88M | Sell |
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|
2024
Q3 | $7.43M | Buy |
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|
2024
Q2 | $6.66M | Buy |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $2.24M | Sell |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $3.93M | Buy |
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|
2021
Q1 | $3.37M | Sell |
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|
2020
Q4 | $4.17M | Sell |
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|
2020
Q3 | $4.98M | Buy |
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|
2020
Q2 | $2.2M | Sell |
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|
2020
Q1 | $1.95M | Sell |
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|
2019
Q4 | $2.33M | Buy |
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