BW
BIP Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
61,616
+992
| +2% | +$204K | 0.78% | 20 |
|
|
2025
Q1 | $13.5M | Sell |
60,624
-1,326
| -2% | -$295K | 0.88% | 18 |
|
|
2024
Q4 | $15.5M | Sell |
61,950
-672
| -1% | -$168K | 1.04% | 16 |
|
|
2024
Q3 | $14.6M | Buy |
62,622
+7,603
| +14% | +$1.77M | 0.99% | 16 |
|
|
2024
Q2 | $11.6M | Sell |
55,019
-8,447
| -13% | -$1.78M | 0.95% | 18 |
|
|
2024
Q1 | $10.9M | Buy |
63,466
+1,766
| +3% | +$303K | 0.8% | 18 |
|
|
2023
Q4 | $11.9M | Buy |
61,700
+3,225
| +6% | +$621K | 0.93% | 16 |
|
|
2023
Q3 | $10M | Sell |
58,475
-10,568
| -15% | -$1.81M | 0.92% | 16 |
|
|
2023
Q2 | $13.4M | Buy |
69,043
+3,110
| +5% | +$603K | 1.1% | 14 |
|
|
2023
Q1 | $10.9M | Buy |
+65,933
| New | +$10.9M | 1.2% | 17 |
|