BBPWM
Blue Bell Private Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
28,416
+8,782
| +45% | +$1.8M | 0.97% | 16 |
|
|
2025
Q1 | $4.36M | Sell |
19,634
-559
| -3% | -$124K | 0.83% | 18 |
|
|
2024
Q4 | $5.06M | Sell |
20,193
-130
| -0.6% | -$32.6K | 0.96% | 15 |
|
|
2024
Q3 | $4.74M | Buy |
20,323
+677
| +3% | +$158K | 0.9% | 17 |
|
|
2024
Q2 | $4.14M | Buy |
19,646
+94
| +0.5% | +$19.8K | 0.85% | 19 |
|
|
2024
Q1 | $3.35M | Buy |
19,552
+186
| +1% | +$31.9K | 0.72% | 25 |
|
|
2023
Q4 | $3.73M | Buy |
19,366
+3,006
| +18% | +$579K | 0.89% | 17 |
|
|
2023
Q3 | $2.8M | Sell |
16,360
-1,002
| -6% | -$172K | 0.75% | 24 |
|
|
2023
Q2 | $3.37M | Buy |
17,362
+3,412
| +24% | +$662K | 0.89% | 20 |
|
|
2023
Q1 | $2.3M | Sell |
13,950
-982
| -7% | -$162K | 0.69% | 21 |
|
|
2022
Q4 | $1.94M | Sell |
14,932
-920
| -6% | -$120K | 0.64% | 23 |
|
|
2022
Q3 | $2.19M | Sell |
15,852
-403
| -2% | -$55.7K | 0.78% | 19 |
|
|
2022
Q2 | $2.22M | Buy |
16,255
+1,398
| +9% | +$191K | 0.75% | 19 |
|
|
2022
Q1 | $2.59M | Buy |
14,857
+1,141
| +8% | +$199K | 0.74% | 18 |
|
|
2021
Q4 | $2.44M | Buy |
+13,716
| New | +$2.44M | 0.64% | 22 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 176 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 168 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 205 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 210 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 217 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 230 |
|
|
2016
Q4 | – | Sell |
-18,681
| Closed | -$2.11M | – | 265 |
|
|
2016
Q3 | $2.11M | Sell |
18,681
-930
| -5% | -$105K | 1.23% | 17 |
|
|
2016
Q2 | $1.88M | Sell |
19,611
-210
| -1% | -$20.1K | 1.21% | 15 |
|
|
2016
Q1 | $2.16M | Buy |
19,821
+1,221
| +7% | +$133K | 1.47% | 14 |
|
|
2015
Q4 | $1.96M | Sell |
18,600
-1,580
| -8% | -$166K | 1.33% | 16 |
|
|
2015
Q3 | $2.23M | Buy |
20,180
+730
| +4% | +$80.5K | 1.53% | 12 |
|
|
2015
Q2 | $2.44M | Buy |
+19,450
| New | +$2.44M | 1.47% | 12 |
|
|
2014
Q2 | – | Sell |
-3,086
| Closed | -$1.66M | – | 404 |
|
|
2014
Q1 | $1.66M | Buy |
3,086
+2,600
| +535% | +$1.4M | 1.12% | 15 |
|
|
2013
Q4 | $273K | Buy |
+486
| New | +$273K | 0.21% | 71 |
|