BFWA
Benchmark Financial Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
28,060
-445
| -2% | -$91.3K | 1.9% | 13 |
|
|
2025
Q1 | $6.33M | Sell |
28,505
-9,660
| -25% | -$2.15M | 2.39% | 11 |
|
|
2024
Q4 | $9.56M | Buy |
38,165
+976
| +3% | +$244K | 3.06% | 9 |
|
|
2024
Q3 | $8.66M | Buy |
37,189
+1,902
| +5% | +$443K | 2.89% | 9 |
|
|
2024
Q2 | $7.43M | Sell |
35,287
-2,240
| -6% | -$472K | 2.75% | 10 |
|
|
2024
Q1 | $6.44M | Buy |
37,527
+546
| +1% | +$93.6K | 2.46% | 10 |
|
|
2023
Q4 | $7.12M | Buy |
36,981
+66
| +0.2% | +$12.7K | 3.07% | 8 |
|
|
2023
Q3 | $6.32M | Buy |
36,915
+166
| +0.5% | +$28.4K | 2.97% | 8 |
|
|
2023
Q2 | $7.13M | Sell |
36,749
-254
| -0.7% | -$49.3K | 3.3% | 8 |
|
|
2023
Q1 | $6.1M | Sell |
37,003
-427
| -1% | -$70.4K | 3.14% | 9 |
|
|
2022
Q4 | $4.86M | Sell |
37,430
-709
| -2% | -$92.1K | 2.65% | 12 |
|
|
2022
Q3 | $5.27M | Sell |
38,139
-488
| -1% | -$67.4K | 3.1% | 12 |
|
|
2022
Q2 | $5.28M | Buy |
38,627
+687
| +2% | +$93.9K | 2.71% | 13 |
|
|
2022
Q1 | $6.63M | Sell |
37,940
-535
| -1% | -$93.4K | 2.81% | 12 |
|
|
2021
Q4 | $6.83M | Buy |
38,475
+956
| +3% | +$170K | 2.86% | 13 |
|
|
2021
Q3 | $5.31M | Sell |
37,519
-125
| -0.3% | -$17.7K | 2.52% | 15 |
|
|
2021
Q2 | $5.16M | Buy |
37,644
+150
| +0.4% | +$20.5K | 2.46% | 14 |
|
|
2021
Q1 | $4.58M | Sell |
37,494
-5,354
| -12% | -$654K | 2.5% | 13 |
|
|
2020
Q4 | $5.69M | Sell |
42,848
-1,405
| -3% | -$186K | 3.13% | 11 |
|
|
2020
Q3 | $5.13M | Buy |
44,253
+34,906
| +373% | +$4.04M | 3.3% | 10 |
|
|
2020
Q2 | $3.41M | Buy |
9,347
+1,475
| +19% | +$538K | 2.51% | 14 |
|
|
2020
Q1 | $2M | Buy |
7,872
+118
| +2% | +$30K | 2.02% | 13 |
|
|
2019
Q4 | $2.28M | Sell |
7,754
-87
| -1% | -$25.5K | 1.88% | 13 |
|
|
2019
Q3 | $1.76M | Sell |
7,841
-1,875
| -19% | -$420K | 1.72% | 11 |
|
|
2019
Q2 | $1.92M | Buy |
9,716
+1,442
| +17% | +$285K | 1.88% | 11 |
|
|
2019
Q1 | $1.57M | Sell |
8,274
-552
| -6% | -$105K | 1.64% | 11 |
|
|
2018
Q4 | $1.39M | Buy |
+8,826
| New | +$1.39M | 1.73% | 10 |
|