BIA
Bell Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Buy |
28,192
+291
| +1% | +$59.7K | 0.99% | 25 |
|
|
2025
Q1 | $6.2M | Sell |
27,901
-119
| -0.4% | -$26.4K | 1.15% | 22 |
|
|
2024
Q4 | $7.02M | Buy |
28,020
+79
| +0.3% | +$19.8K | 1.31% | 19 |
|
|
2024
Q3 | $6.51M | Sell |
27,941
-477
| -2% | -$111K | 1.19% | 23 |
|
|
2024
Q2 | $5.99M | Sell |
28,418
-466
| -2% | -$98.1K | 1.18% | 22 |
|
|
2024
Q1 | $4.95M | Sell |
28,884
-616
| -2% | -$106K | 0.97% | 23 |
|
|
2023
Q4 | $5.68M | Buy |
29,500
+75
| +0.3% | +$14.4K | 1.17% | 24 |
|
|
2023
Q3 | $5.04M | Buy |
29,425
+4,729
| +19% | +$810K | 1.13% | 24 |
|
|
2023
Q2 | $4.79M | Buy |
24,696
+252
| +1% | +$48.9K | 1.06% | 23 |
|
|
2023
Q1 | $4.03M | Buy |
24,444
+692
| +3% | +$114K | 0.94% | 24 |
|
|
2022
Q4 | $3.09M | Buy |
23,752
+17
| +0.1% | +$2.21K | 0.77% | 26 |
|
|
2022
Q3 | $3.28M | Buy |
23,735
+492
| +2% | +$68K | 1.02% | 23 |
|
|
2022
Q2 | $3.18M | Buy |
+23,243
| New | +$3.18M | 0.98% | 24 |
|
|
2021
Q4 | $4.22M | Buy |
23,759
+425
| +2% | +$75.5K | 1.16% | 20 |
|
|
2021
Q3 | $3.3M | Buy |
+23,334
| New | +$3.3M | 0.98% | 24 |
|