BWG
Beta Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
21,876
+2,374
| +12% | +$487K | 1.64% | 23 |
|
|
2025
Q1 | $4.33M | Sell |
19,502
-670
| -3% | -$149K | 1.56% | 22 |
|
|
2024
Q4 | $5.05M | Sell |
20,172
-582
| -3% | -$146K | 2.23% | 12 |
|
|
2024
Q3 | $4.84M | Sell |
20,754
-1,086
| -5% | -$253K | 2.18% | 14 |
|
|
2024
Q2 | $4.6M | Sell |
21,840
-4,689
| -18% | -$988K | 2.18% | 14 |
|
|
2024
Q1 | $4.55M | Buy |
26,529
+1,185
| +5% | +$203K | 2.21% | 15 |
|
|
2023
Q4 | $4.88M | Sell |
25,344
-3,085
| -11% | -$594K | 2.56% | 11 |
|
|
2023
Q3 | $4.87M | Sell |
28,429
-226
| -0.8% | -$38.7K | 2.88% | 9 |
|
|
2023
Q2 | $5.56M | Sell |
28,655
-2,756
| -9% | -$535K | 3.21% | 9 |
|
|
2023
Q1 | $5.18M | Buy |
31,411
+1,459
| +5% | +$241K | 2.96% | 11 |
|
|
2022
Q4 | $3.89M | Buy |
29,952
+1,615
| +6% | +$210K | 2.61% | 12 |
|
|
2022
Q3 | $3.92M | Sell |
28,337
-5,775
| -17% | -$798K | 2.82% | 12 |
|
|
2022
Q2 | $4.66M | Buy |
34,112
+25,286
| +286% | +$3.46M | 3.13% | 9 |
|
|
2022
Q1 | $1.51M | Sell |
8,826
-7,134
| -45% | -$1.22M | 1.01% | 29 |
|
|
2021
Q4 | $2.26M | Hold |
15,960
| – | – | 1.63% | 23 |
|
|
2021
Q3 | $2.26M | Buy |
15,960
+873
| +6% | +$124K | 1.63% | 23 |
|
|
2021
Q2 | $2.07M | Buy |
15,087
+863
| +6% | +$118K | 1.44% | 24 |
|
|
2021
Q1 | $1.74M | Buy |
14,224
+2,028
| +17% | +$248K | 1.26% | 25 |
|
|
2020
Q4 | $1.62M | Buy |
+12,196
| New | +$1.62M | 1.39% | 22 |
|