BWCS
Beirne Wealth Consulting Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
16,890
-320
| -2% | -$65.7K | 1.12% | 25 |
|
|
2025
Q1 | $3.82M | Buy |
17,210
+741
| +4% | +$165K | 1.36% | 20 |
|
|
2024
Q4 | $4.12M | Sell |
16,469
-150
| -0.9% | -$37.6K | 1.49% | 17 |
|
|
2024
Q3 | $3.87M | Sell |
16,619
-2,600
| -14% | -$606K | 1.36% | 21 |
|
|
2024
Q2 | $4.05M | Hold |
19,219
| – | – | 1.63% | 14 |
|
|
2024
Q1 | $3.3M | Sell |
19,219
-4,061
| -17% | -$696K | 1.4% | 19 |
|
|
2023
Q4 | $4.48M | Buy |
23,280
+3,956
| +20% | +$762K | 2.22% | 8 |
|
|
2023
Q3 | $3.75M | Hold |
19,324
| – | – | 2.99% | 7 |
|
|
2023
Q2 | $3.75M | Hold |
19,324
| – | – | 2.99% | 7 |
|
|
2023
Q1 | $3.19M | Sell |
19,324
-1,220
| -6% | -$201K | 2.24% | 8 |
|
|
2022
Q4 | $2.67M | Sell |
20,544
-318
| -2% | -$41.3K | 1.31% | 16 |
|
|
2022
Q3 | $2.88M | Sell |
20,862
-38
| -0.2% | -$5.25K | 1.1% | 16 |
|
|
2022
Q2 | $2.86M | Sell |
20,900
-778
| -4% | -$106K | 1.87% | 12 |
|
|
2022
Q1 | $3.78M | Sell |
21,678
-650
| -3% | -$113K | 2.11% | 11 |
|
|
2021
Q4 | $3.97M | Sell |
22,328
-408
| -2% | -$72.5K | 2.17% | 12 |
|
|
2021
Q3 | $3.22M | Sell |
22,736
-2,000
| -8% | -$283K | 1.83% | 14 |
|
|
2021
Q2 | $3.39M | Sell |
24,736
-214
| -0.9% | -$29.3K | 1.86% | 14 |
|
|
2021
Q1 | $3.05M | Sell |
24,950
-4,240
| -15% | -$518K | 1.79% | 14 |
|
|
2020
Q4 | $3.87M | Buy |
29,190
+2,873
| +11% | +$381K | 1.92% | 12 |
|
|
2020
Q3 | $3.05M | Buy |
26,317
+21,301
| +425% | +$2.47M | 1.78% | 12 |
|
|
2020
Q2 | $1.83M | Buy |
5,016
+122
| +2% | +$44.5K | 1.49% | 19 |
|
|
2020
Q1 | $1.24M | Buy |
4,894
+29
| +0.6% | +$7.37K | 1.35% | 18 |
|
|
2019
Q4 | $1.43M | Sell |
4,865
-944
| -16% | -$277K | 1.26% | 22 |
|
|
2019
Q3 | $1.3M | Sell |
5,809
-285
| -5% | -$63.8K | 1.08% | 27 |
|
|
2019
Q2 | $1.21M | Sell |
6,094
-1,961
| -24% | -$388K | 1.08% | 26 |
|
|
2019
Q1 | $1.53M | Sell |
8,055
-74
| -0.9% | -$14.1K | 1.2% | 19 |
|
|
2018
Q4 | $1.28M | Buy |
+8,129
| New | +$1.28M | 1.09% | 20 |
|