Benchmark Investment 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
Q1
$3.73M Sell
2024
Q4
$5.11M Sell
2024
Q3
$4.91M Sell
2024
Q2
$4.49M Sell
2024
Q1
$6.54M Sell
2023
Q4
$7.55M Sell
2023
Q3
$6.72M Sell
2023
Q2
$7.7M Buy
2023
Q1
$6.24M Sell
2022
Q4
$6.64M Sell
2022
Q3
$7.18M Sell
2022
Q2
$7.21M Sell
2022
Q1
$9.81M Sell
2021
Q4
$10.2M Buy