BWM
BKM Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
50,337
-862
| -2% | -$177K | 4.03% | 5 |
|
|
2025
Q1 | $11.4M | Buy |
51,199
+1,310
| +3% | +$291K | 4.68% | 2 |
|
|
2024
Q4 | $12.5M | Buy |
49,889
+4,473
| +10% | +$1.12M | 5.13% | 1 |
|
|
2024
Q3 | $10.6M | Buy |
45,416
+22,502
| +98% | +$5.24M | 4.3% | 3 |
|
|
2024
Q2 | $4.83M | Sell |
22,914
-22,092
| -49% | -$4.65M | 2.32% | 6 |
|
|
2024
Q1 | $7.72M | Buy |
45,006
+1,143
| +3% | +$196K | 3.32% | 6 |
|
|
2023
Q4 | $8.45M | Buy |
+43,863
| New | +$8.45M | 3.6% | 5 |
|