Bell & Brown Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
62,340
+339
| +0.5% | +$69.5K | 4.57% | 2 |
|
|
2025
Q1 | $13.8M | Buy |
62,001
+240
| +0.4% | +$53.3K | 5.37% | 1 |
|
|
2024
Q4 | $15.5M | Sell |
61,761
-583
| -0.9% | -$146K | 5.76% | 2 |
|
|
2024
Q3 | $14.5M | Buy |
62,344
+395
| +0.6% | +$92K | 5.68% | 1 |
|
|
2024
Q2 | $13M | Buy |
61,949
+1,933
| +3% | +$407K | 5% | 3 |
|
|
2024
Q1 | $10.3M | Sell |
60,016
-2,912
| -5% | -$499K | 4.41% | 3 |
|
|
2023
Q4 | $12.1M | Buy |
+62,928
| New | +$12.1M | 5.62% | 1 |
|
|
2023
Q2 | $12.4M | Buy |
64,153
+1,105
| +2% | +$214K | 6.23% | 1 |
|
|
2023
Q1 | $10.4M | Buy |
63,048
+1,477
| +2% | +$244K | 5.54% | 1 |
|
|
2022
Q4 | $8M | Sell |
61,571
-202
| -0.3% | -$26.2K | 4.4% | 2 |
|
|
2022
Q3 | $8.54M | Sell |
61,773
-3,492
| -5% | -$483K | 5.27% | 2 |
|
|
2022
Q2 | $8.92M | Sell |
65,265
-2,473
| -4% | -$338K | 4.77% | 1 |
|
|
2022
Q1 | $11.8M | Sell |
67,738
-4,277
| -6% | -$747K | 5.36% | 2 |
|
|
2021
Q4 | $12.7M | Buy |
72,015
+4,471
| +7% | +$785K | 6.11% | 1 |
|
|
2021
Q3 | $9.56M | Buy |
+67,544
| New | +$9.56M | 5.15% | 1 |
|
|
2020
Q3 | $9.69M | Sell |
82,710
-5,270
| -6% | -$617K | 7.01% | 1 |
|
|
2020
Q2 | $9.62M | Sell |
87,980
-7,100
| -7% | -$776K | 7.52% | 1 |
|
|
2020
Q1 | $7.42M | Sell |
95,080
-7,840
| -8% | -$612K | 6.88% | 1 |
|
|
2019
Q4 | $8.08M | Sell |
102,920
-6,732
| -6% | -$528K | 6.02% | 1 |
|
|
2019
Q3 | $6.16M | Sell |
109,652
-3,044
| -3% | -$171K | 5.06% | 1 |
|
|
2019
Q2 | $5.58M | Buy |
112,696
+1,556
| +1% | +$77K | 4.91% | 1 |
|
|
2019
Q1 | $5.28M | Buy |
111,140
+2,432
| +2% | +$115K | 4.81% | 2 |
|
|
2018
Q4 | $4.29M | Buy |
108,708
+6,608
| +6% | +$261K | 4.59% | 2 |
|
|
2018
Q3 | $5.59M | Sell |
102,100
-4,892
| -5% | -$268K | 5.19% | 1 |
|
|
2018
Q2 | $4.95M | Buy |
106,992
+6,528
| +6% | +$302K | 4.89% | 2 |
|
|
2018
Q1 | $4.2M | Sell |
100,464
-2,880
| -3% | -$120K | 4.42% | 2 |
|
|
2017
Q4 | $4.37M | Buy |
+103,344
| New | +$4.37M | 4.53% | 2 |
|