Beta Wealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
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|
2025
Q1 | $4.33M | Sell |
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|
2024
Q4 | $5.05M | Sell |
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|
2024
Q3 | $4.84M | Sell |
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|
2024
Q2 | $4.6M | Sell |
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|
2024
Q1 | $4.55M | Buy |
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|
2023
Q4 | $4.88M | Sell |
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|
2023
Q3 | $4.87M | Sell |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $5.18M | Buy |
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|
2022
Q4 | $3.89M | Buy |
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|
2022
Q3 | $3.92M | Sell |
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|
2022
Q2 | $4.66M | Buy |
|
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $2.26M | Hold |
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|
2021
Q3 | $2.26M | Buy |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $1.62M | Buy |
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