BIA
Benchmark Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.73M | Sell |
16,791
-3,623
| -18% | -$805K | 2.42% | 11 |
|
|
2024
Q4 | $5.11M | Sell |
20,414
-639
| -3% | -$160K | 3.33% | 5 |
|
|
2024
Q3 | $4.91M | Sell |
21,053
-269
| -1% | -$62.7K | 3.5% | 3 |
|
|
2024
Q2 | $4.49M | Sell |
21,322
-16,792
| -44% | -$3.54M | 3.25% | 4 |
|
|
2024
Q1 | $6.54M | Sell |
38,114
-1,086
| -3% | -$186K | 5.16% | 2 |
|
|
2023
Q4 | $7.55M | Sell |
39,200
-60
| -0.2% | -$11.6K | 6.99% | 2 |
|
|
2023
Q3 | $6.72M | Sell |
39,260
-451
| -1% | -$77.2K | 6.79% | 2 |
|
|
2023
Q2 | $7.7M | Buy |
39,711
+1,843
| +5% | +$357K | 7.1% | 2 |
|
|
2023
Q1 | $6.24M | Sell |
37,868
-13,214
| -26% | -$2.18M | 6.41% | 2 |
|
|
2022
Q4 | $6.64M | Sell |
51,082
-867
| -2% | -$113K | 7.01% | 1 |
|
|
2022
Q3 | $7.18M | Sell |
51,949
-773
| -1% | -$107K | 7.73% | 1 |
|
|
2022
Q2 | $7.21M | Sell |
52,722
-3,477
| -6% | -$475K | 7.52% | 1 |
|
|
2022
Q1 | $9.81M | Sell |
56,199
-1,214
| -2% | -$212K | 7.38% | 1 |
|
|
2021
Q4 | $10.2M | Buy |
+57,413
| New | +$10.2M | 8.4% | 1 |
|