BWM
Birchcreek Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
20,686
+217
| +1% | +$44.5K | 2.4% | 8 |
|
|
2025
Q1 | $4.55M | Sell |
20,469
-31
| -0.2% | -$6.89K | 2.87% | 7 |
|
|
2024
Q4 | $5.13M | Sell |
20,500
-234
| -1% | -$58.6K | 3.22% | 7 |
|
|
2024
Q3 | $4.83M | Sell |
20,734
-1,027
| -5% | -$239K | 3.17% | 8 |
|
|
2024
Q2 | $4.58M | Sell |
21,761
-1,425
| -6% | -$300K | 2.58% | 7 |
|
|
2024
Q1 | $3.98M | Buy |
23,186
+802
| +4% | +$138K | 2.09% | 10 |
|
|
2023
Q4 | $4.31M | Buy |
22,384
+6
| +0% | +$1.16K | 2.58% | 8 |
|
|
2023
Q3 | $3.83M | Sell |
22,378
-653
| -3% | -$112K | 2.6% | 7 |
|
|
2023
Q2 | $4.47M | Buy |
23,031
+738
| +3% | +$143K | 3.12% | 7 |
|
|
2023
Q1 | $3.68M | Buy |
22,293
+836
| +4% | +$138K | 2.91% | 6 |
|
|
2022
Q4 | $2.79M | Sell |
21,457
-23
| -0.1% | -$2.99K | 2.48% | 10 |
|
|
2022
Q3 | $2.97M | Buy |
21,480
+48
| +0.2% | +$6.64K | 2.75% | 8 |
|
|
2022
Q2 | $2.93M | Buy |
21,432
+4,806
| +29% | +$657K | 2.63% | 9 |
|
|
2022
Q1 | $2.9M | Sell |
16,626
-1,243
| -7% | -$217K | 2.57% | 9 |
|
|
2021
Q4 | $3.17M | Sell |
17,869
-2,130
| -11% | -$378K | 2.77% | 8 |
|
|
2021
Q3 | $2.83M | Hold |
19,999
| – | – | 2.64% | 8 |
|
|
2021
Q2 | $2.74M | Buy |
19,999
+608
| +3% | +$83.3K | 2.64% | 8 |
|
|
2021
Q1 | $2.37M | Buy |
19,391
+848
| +5% | +$104K | 2.51% | 9 |
|
|
2020
Q4 | $2.46M | Buy |
+18,543
| New | +$2.46M | 2.41% | 6 |
|