BWA
Blodgett Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
60,310
-4,309
| -7% | -$884K | 9.69% | 4 |
|
|
2025
Q1 | $14.4M | Sell |
64,619
-4,038
| -6% | -$897K | 12.23% | 2 |
|
|
2024
Q4 | $17.2M | Buy |
68,657
+91
| +0.1% | +$22.8K | 13.48% | 2 |
|
|
2024
Q3 | $16M | Sell |
68,566
-1,303
| -2% | -$304K | 13.43% | 2 |
|
|
2024
Q2 | $14.7M | Sell |
69,869
-1,533
| -2% | -$323K | 12.47% | 2 |
|
|
2024
Q1 | $12.2M | Buy |
71,402
+855
| +1% | +$147K | 11.05% | 3 |
|
|
2023
Q4 | $13.6M | Sell |
70,547
-536
| -0.8% | -$103K | 13.86% | 2 |
|
|
2023
Q3 | $12.2M | Buy |
71,083
+342
| +0.5% | +$58.6K | 13.35% | 2 |
|
|
2023
Q2 | $13.7M | Buy |
70,741
+86
| +0.1% | +$16.7K | 14.2% | 2 |
|
|
2023
Q1 | $11.7M | Sell |
70,655
-909
| -1% | -$150K | 13.47% | 2 |
|
|
2022
Q4 | $9.3M | Buy |
71,564
+79
| +0.1% | +$10.3K | 11.3% | 2 |
|
|
2022
Q3 | $9.88M | Sell |
71,485
-5,587
| -7% | -$772K | 11.84% | 2 |
|
|
2022
Q2 | $10.5M | Buy |
77,072
+6,868
| +10% | +$939K | 11.55% | 2 |
|
|
2022
Q1 | $12.3M | Buy |
70,204
+2,383
| +4% | +$416K | 10.21% | 2 |
|
|
2021
Q4 | $12M | Buy |
+67,821
| New | +$12M | 9.34% | 2 |
|