BA
Bellwether Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
9,799
+506
| +5% | +$104K | 0.34% | 55 |
|
|
2025
Q1 | $2.06M | Buy |
9,293
+12
| +0.1% | +$2.67K | 0.43% | 44 |
|
|
2024
Q4 | $2.32M | Buy |
9,281
+871
| +10% | +$218K | 0.42% | 39 |
|
|
2024
Q3 | $1.96M | Sell |
8,410
-15,939
| -65% | -$3.71M | 0.38% | 48 |
|
|
2024
Q2 | $5.13M | Buy |
24,349
+19,352
| +387% | +$4.08M | 1.08% | 23 |
|
|
2024
Q1 | $857K | Sell |
4,997
-152
| -3% | -$26.1K | 0.19% | 78 |
|
|
2023
Q4 | $991K | Buy |
5,149
+25
| +0.5% | +$4.81K | 0.24% | 64 |
|
|
2023
Q3 | $877K | Buy |
5,124
+640
| +14% | +$110K | 0.24% | 69 |
|
|
2023
Q2 | $870K | Buy |
4,484
+1,228
| +38% | +$238K | 0.26% | 51 |
|
|
2023
Q1 | $537K | Buy |
3,256
+398
| +14% | +$65.6K | 0.15% | 88 |
|
|
2022
Q4 | $371K | Sell |
2,858
-395
| -12% | -$51.3K | 0.11% | 101 |
|
|
2022
Q3 | $449K | Buy |
3,253
+780
| +32% | +$108K | 0.15% | 75 |
|
|
2022
Q2 | $338K | Sell |
2,473
-12
| -0.5% | -$1.64K | 0.11% | 97 |
|
|
2022
Q1 | $433K | Sell |
2,485
-591
| -19% | -$103K | 0.13% | 114 |
|
|
2021
Q4 | $546K | Buy |
3,076
+40
| +1% | +$7.1K | 0.17% | 85 |
|
|
2021
Q3 | $429K | Buy |
3,036
+738
| +32% | +$104K | 0.14% | 115 |
|
|
2021
Q2 | $314K | Sell |
2,298
-440
| -16% | -$60.1K | 0.11% | 112 |
|
|
2021
Q1 | $334K | Buy |
2,738
+400
| +17% | +$48.8K | 0.13% | 90 |
|
|
2020
Q4 | $310K | Buy |
+2,338
| New | +$310K | 0.14% | 93 |
|