Benchmark Financial Wealth Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.88M	Buy	31,068 +392	+1%	+$102K	2.18%	15
2025 Q4	$8.34M	Buy	30,676 +699	+2%	+$188K	2.39%	12
2025 Q3	$7.63M	Buy	29,977 +1,917	+7%	+$433K	2.3%	11
2025 Q2	$5.76M	Sell	28,060 -445	-2%	-$89.9K	1.9%	13
2025 Q1	$6.33M	Sell	28,505 -9,660	-25%	-$2.24M	2.39%	11
2024 Q4	$9.56M	Buy	38,165 +976	+3%	+$230K	3.06%	9
2024 Q3	$8.66M	Buy	37,189 +1,902	+5%	+$425K	2.89%	9
2024 Q2	$7.43M	Sell	35,287 -2,240	-6%	-$418K	2.75%	10
2024 Q1	$6.44M	Buy	37,527 +546	+1%	+$99.3K	2.46%	10
2023 Q4	$7.12M	Buy	36,981 +66	+0.2%	+$12.2K	3.07%	8
2023 Q3	$6.32M	Buy	36,915 +166	+0.5%	+$30.4K	2.97%	8
2023 Q2	$7.13M	Sell	36,749 -254	-0.7%	-$44.3K	3.3%	8
2023 Q1	$6.1M	Sell	37,003 -427	-1%	-$63K	3.14%	9
2022 Q4	$4.86M	Sell	37,430 -709	-2%	-$101K	2.65%	12
2022 Q3	$5.27M	Sell	38,139 -488	-1%	-$76.6K	3.1%	12
2022 Q2	$5.28M	Buy	38,627 +687	+2%	+$104K	2.71%	13
2022 Q1	$6.63M	Sell	37,940 -535	-1%	-$90K	2.81%	12
2021 Q4	$6.83M	Buy	38,475 +956	+3%	+$151K	2.86%	13
2021 Q3	$5.31M	Sell	37,519 -125	-0.3%	-$18.4K	2.52%	15
2021 Q2	$5.16M	Buy	37,644 +150	+0.4%	+$19.4K	2.46%	14
2021 Q1	$4.58M	Sell	37,494 -5,354	-12%	-$687K	2.5%	13
2020 Q4	$5.68M	Sell	42,848 -1,405	-3%	-$169K	3.13%	11
2020 Q3	$5.13M	Buy	44,253 +6,865	+18%	+$749K	3.3%	10
2020 Q2	$3.41M	Buy	37,388 +5,900	+19%	+$457K	2.51%	14
2020 Q1	$2M	Buy	31,488 +472	+2%	+$34.7K	2.02%	13
2019 Q4	$2.28M	Sell	31,016 -348	-1%	-$22.4K	1.88%	13
2019 Q3	$1.76M	Sell	31,364 -7,500	-19%	-$392K	1.72%	11
2019 Q2	$1.92M	Buy	38,864 +5,768	+17%	+$281K	1.88%	11
2019 Q1	$1.57M	Sell	33,096 -2,208	-6%	-$93.7K	1.64%	11
2018 Q4	$1.39M	Buy	+35,304	New	+$1.71M	1.73%	10