BPWM
Black Point Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,273
| Closed | -$505K | – | 6 |
|
|
2025
Q1 | $505K | Sell |
2,273
-3,392
| -60% | -$753K | 2.92% | 7 |
|
|
2024
Q4 | $1.42M | Sell |
5,665
-600
| -10% | -$150K | 1.64% | 9 |
|
|
2024
Q3 | $1.46M | Sell |
6,265
-2,308
| -27% | -$538K | 1.69% | 8 |
|
|
2024
Q2 | $1.81M | Buy |
+8,573
| New | +$1.81M | 1.87% | 8 |
|