BMD
Better Money Decisions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
20,034
+35
| +0.2% | +$7.18K | 2.5% | 13 |
|
|
2025
Q1 | $4.44M | Buy |
19,999
+3,458
| +21% | +$768K | 2.97% | 9 |
|
|
2024
Q4 | $4.14M | Sell |
16,541
-1,295
| -7% | -$324K | 2.87% | 12 |
|
|
2024
Q3 | $4.16M | Buy |
17,836
+190
| +1% | +$44.3K | 2.95% | 10 |
|
|
2024
Q2 | $3.72M | Sell |
17,646
-563
| -3% | -$119K | 2.8% | 10 |
|
|
2024
Q1 | $3.12M | Buy |
18,209
+152
| +0.8% | +$26.1K | 2.48% | 10 |
|
|
2023
Q4 | $3.48M | Buy |
18,057
+499
| +3% | +$96.1K | 2.89% | 10 |
|
|
2023
Q3 | $3.01M | Sell |
17,558
-301
| -2% | -$51.5K | 2.65% | 9 |
|
|
2023
Q2 | $3.46M | Buy |
17,859
+160
| +0.9% | +$31K | 2.82% | 8 |
|
|
2023
Q1 | $2.92M | Sell |
17,699
-141
| -0.8% | -$23.3K | 2.46% | 10 |
|
|
2022
Q4 | $2.32M | Buy |
17,840
+1,349
| +8% | +$175K | 2.01% | 12 |
|
|
2022
Q3 | $2.28M | Sell |
16,491
-1,868
| -10% | -$258K | 2.22% | 11 |
|
|
2022
Q2 | $2.51M | Buy |
18,359
+4,968
| +37% | +$679K | 2.12% | 11 |
|
|
2022
Q1 | $2.34M | Sell |
13,391
-5,100
| -28% | -$890K | 2.19% | 12 |
|
|
2021
Q4 | $3.28M | Sell |
18,491
-40
| -0.2% | -$7.1K | 2.76% | 9 |
|
|
2021
Q3 | $2.62M | Buy |
18,531
+172
| +0.9% | +$24.3K | 2.16% | 8 |
|
|
2021
Q2 | $2.51M | Buy |
18,359
+386
| +2% | +$52.9K | 2.25% | 8 |
|
|
2021
Q1 | $2.2M | Buy |
+17,973
| New | +$2.2M | 2.26% | 9 |
|