BAM
Beaumont Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Hold |
2,266
| – | – | 0.25% | 51 |
|
|
2025
Q1 | $503K | Buy |
2,266
+306
| +16% | +$68K | 0.3% | 51 |
|
|
2024
Q4 | $491K | Sell |
1,960
-30
| -2% | -$7.51K | 0.28% | 48 |
|
|
2024
Q3 | $464K | Buy |
+1,990
| New | +$464K | 0.27% | 49 |
|
|
2022
Q2 | – | Sell |
-3,520
| Closed | -$614K | – | 64 |
|
|
2022
Q1 | $614K | Hold |
3,520
| – | – | 0.41% | 42 |
|
|
2021
Q4 | $625K | Sell |
3,520
-3
| -0.1% | -$533 | 0.42% | 42 |
|
|
2021
Q3 | $498K | Buy |
3,523
+103
| +3% | +$14.6K | 0.37% | 44 |
|
|
2021
Q2 | $468K | Buy |
3,420
+1,065
| +45% | +$146K | 0.36% | 48 |
|
|
2021
Q1 | $287K | Buy |
2,355
+75
| +3% | +$9.14K | 0.24% | 54 |
|
|
2020
Q4 | $302K | Buy |
+2,280
| New | +$302K | 0.27% | 50 |
|