BHPW
Beverly Hills Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Sell |
106,613
-6,946
| -6% | -$1.43M | 4.1% | 2 |
|
|
2025
Q1 | $25.2M | Sell |
113,559
-1,788
| -2% | -$397K | 4.99% | 1 |
|
|
2024
Q4 | $28.9M | Buy |
115,347
+331
| +0.3% | +$82.9K | 5.83% | 1 |
|
|
2024
Q3 | $26.8M | Sell |
115,016
-1,609
| -1% | -$375K | 5.42% | 1 |
|
|
2024
Q2 | $24.6M | Sell |
116,625
-970
| -0.8% | -$204K | 5.34% | 1 |
|
|
2024
Q1 | $20.2M | Sell |
117,595
-6,219
| -5% | -$1.07M | 4.66% | 1 |
|
|
2023
Q4 | $23.8M | Sell |
123,814
-523
| -0.4% | -$101K | 6.22% | 1 |
|
|
2023
Q3 | $21.3M | Sell |
124,337
-67,837
| -35% | -$11.6M | 6.33% | 1 |
|
|
2023
Q2 | $35M | Buy |
192,174
+73,941
| +63% | +$13.5M | 5.75% | 1 |
|
|
2023
Q1 | $19.5M | Buy |
118,233
+32,281
| +38% | +$5.32M | 6.05% | 1 |
|
|
2022
Q4 | $11.2M | Buy |
+85,952
| New | +$11.2M | 4.88% | 1 |
|