Blue Bell Private Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
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|
2025
Q1 | $4.36M | Sell |
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|
2024
Q4 | $5.06M | Sell |
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|
2024
Q3 | $4.74M | Buy |
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|
2024
Q2 | $4.14M | Buy |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $3.73M | Buy |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $3.37M | Buy |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $2.19M | Sell |
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|
2022
Q2 | $2.22M | Buy |
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|
2022
Q1 | $2.59M | Buy |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.11M | Sell |
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|
2016
Q2 | $1.88M | Sell |
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|
2016
Q1 | $2.16M | Buy |
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|
2015
Q4 | $1.96M | Sell |
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|
2015
Q3 | $2.23M | Buy |
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|
2015
Q2 | $2.44M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.66M | Buy |
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|
2013
Q4 | $273K | Buy |
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