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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
|
|||||
|
2025
Q1 | $6.33M | Sell |
|
|||||
|
2024
Q4 | $9.56M | Buy |
|
|||||
|
2024
Q3 | $8.66M | Buy |
|
|||||
|
2024
Q2 | $7.43M | Sell |
|
|||||
|
2024
Q1 | $6.44M | Buy |
|
|||||
|
2023
Q4 | $7.12M | Buy |
|
|||||
|
2023
Q3 | $6.32M | Buy |
|
|||||
|
2023
Q2 | $7.13M | Sell |
|
|||||
|
2023
Q1 | $6.1M | Sell |
|
|||||
|
2022
Q4 | $4.86M | Sell |
|
|||||
|
2022
Q3 | $5.27M | Sell |
|
|||||
|
2022
Q2 | $5.28M | Buy |
|
|||||
|
2022
Q1 | $6.63M | Sell |
|
|||||
|
2021
Q4 | $6.83M | Buy |
|
|||||
|
2021
Q3 | $5.31M | Sell |
|
|||||
|
2021
Q2 | $5.16M | Buy |
|
|||||
|
2021
Q1 | $4.58M | Sell |
|
|||||
|
2020
Q4 | $5.68M | Sell |
|
|||||
|
2020
Q3 | $5.13M | Buy |
|
|||||
|
2020
Q2 | $3.41M | Buy |
|
|||||
|
2020
Q1 | $2M | Buy |
|
|||||
|
2019
Q4 | $2.28M | Sell |
|
|||||
|
2019
Q3 | $1.76M | Sell |
|
|||||
|
2019
Q2 | $1.92M | Buy |
|
|||||
|
2019
Q1 | $1.57M | Sell |
|
|||||
|
2018
Q4 | $1.39M | Buy |
|