BWM
Blossom Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
11,125
+180
| +2% | +$36.9K | 4.05% | 3 |
|
|
2025
Q1 | $2.43M | Sell |
10,945
-1,716
| -14% | -$381K | 4.89% | 2 |
|
|
2024
Q4 | $3.17M | Buy |
12,661
+418
| +3% | +$105K | 6.1% | 2 |
|
|
2024
Q3 | $2.85M | Buy |
12,243
+437
| +4% | +$102K | 5.75% | 2 |
|
|
2024
Q2 | $2.49M | Sell |
11,806
-6
| -0.1% | -$1.26K | 5.41% | 2 |
|
|
2024
Q1 | $2.03M | Buy |
11,812
+286
| +2% | +$49K | 4.88% | 2 |
|
|
2023
Q4 | $2.22M | Buy |
11,526
+1,710
| +17% | +$329K | 5.98% | 2 |
|
|
2023
Q3 | $1.68M | Buy |
9,816
+4,600
| +88% | +$788K | 5.38% | 2 |
|
|
2023
Q2 | $1.01M | Buy |
5,216
+1,475
| +39% | +$286K | 3.7% | 5 |
|
|
2023
Q1 | $617K | Sell |
3,741
-49
| -1% | -$8.08K | 2.51% | 11 |
|
|
2022
Q4 | $492K | Buy |
3,790
+49
| +1% | +$6.37K | 2.38% | 16 |
|
|
2022
Q3 | $517K | Sell |
3,741
-20
| -0.5% | -$2.76K | 2.91% | 9 |
|
|
2022
Q2 | $514K | Buy |
3,761
+30
| +0.8% | +$4.1K | 2.6% | 11 |
|
|
2022
Q1 | $651K | Sell |
3,731
-41
| -1% | -$7.15K | 2.93% | 9 |
|
|
2021
Q4 | $670K | Sell |
3,772
-1,425
| -27% | -$253K | 3.3% | 9 |
|
|
2021
Q3 | $735K | Buy |
5,197
+70
| +1% | +$9.9K | 4.37% | 6 |
|
|
2021
Q2 | $702K | Sell |
5,127
-194
| -4% | -$26.6K | 5.28% | 6 |
|
|
2021
Q1 | $650K | Buy |
5,321
+1,932
| +57% | +$236K | 7.56% | 6 |
|
|
2020
Q4 | $449K | Buy |
+3,389
| New | +$449K | 10.04% | 5 |
|