Bellwether Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.01M | Buy |
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2025
Q1 | $2.06M | Buy |
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2024
Q4 | $2.32M | Buy |
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2024
Q3 | $1.96M | Sell |
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2024
Q2 | $5.13M | Buy |
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2024
Q1 | $857K | Sell |
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2023
Q4 | $991K | Buy |
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2023
Q3 | $877K | Buy |
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2023
Q2 | $870K | Buy |
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2023
Q1 | $537K | Buy |
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2022
Q4 | $371K | Sell |
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2022
Q3 | $449K | Buy |
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2022
Q2 | $338K | Sell |
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2022
Q1 | $433K | Sell |
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2021
Q4 | $546K | Buy |
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2021
Q3 | $429K | Buy |
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2021
Q2 | $314K | Sell |
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2021
Q1 | $334K | Buy |
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2020
Q4 | $310K | Buy |
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