Berry Wealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
39,754
+356
| +0.9% | +$73K | 5.71% | 4 |
|
|
2025
Q1 | $8.75M | Sell |
39,398
-650
| -2% | -$144K | 6.85% | 1 |
|
|
2024
Q4 | $10M | Sell |
40,048
-855
| -2% | -$214K | 7.23% | 2 |
|
|
2024
Q3 | $9.53M | Buy |
40,903
+597
| +1% | +$139K | 6.83% | 1 |
|
|
2024
Q2 | $8.49M | Buy |
40,306
+1,060
| +3% | +$223K | 6.78% | 3 |
|
|
2024
Q1 | $6.73M | Buy |
39,246
+2,194
| +6% | +$376K | 5.58% | 5 |
|
|
2023
Q4 | $7.13M | Buy |
+37,052
| New | +$7.13M | 6.56% | 1 |
|