BAWM
Bennett Associates Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
1,761
+228
| +15% | +$46.8K | 0.28% | 34 |
|
|
2025
Q1 | $341K | Sell |
1,533
-2
| -0.1% | -$444 | 0.28% | 33 |
|
|
2024
Q4 | $384K | Buy |
+1,535
| New | +$384K | 0.32% | 31 |
|
|
2024
Q2 | – | Sell |
-1,917
| Closed | -$329K | – | 42 |
|
|
2024
Q1 | $329K | Buy |
+1,917
| New | +$329K | 0.3% | 35 |
|