Betterment LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
31,332
+1,339
| +4% | +$275K | 0.01% | 140 |
|
|
2025
Q1 | $6.66M | Buy |
29,993
+2,647
| +10% | +$588K | 0.02% | 131 |
|
|
2024
Q4 | $6.85M | Buy |
27,346
+86
| +0.3% | +$21.5K | 0.02% | 128 |
|
|
2024
Q3 | $6.35M | Buy |
27,260
+3,295
| +14% | +$768K | 0.02% | 124 |
|
|
2024
Q2 | $5.05M | Buy |
23,965
+1,342
| +6% | +$283K | 0.01% | 119 |
|
|
2024
Q1 | $3.88M | Buy |
22,623
+19,180
| +557% | +$3.29M | 0.01% | 110 |
|
|
2023
Q4 | $663K | Buy |
3,443
+85
| +3% | +$16.4K | ﹤0.01% | 211 |
|
|
2023
Q3 | $575K | Buy |
+3,358
| New | +$575K | ﹤0.01% | 207 |
|