BWA
BlueChip Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
18,697
+1,378
| +8% | +$283K | 1.71% | 18 |
|
|
2025
Q1 | $3.85M | Sell |
17,319
-297
| -2% | -$66K | 1.89% | 16 |
|
|
2024
Q4 | $4.41M | Sell |
17,616
-3,538
| -17% | -$886K | 2.45% | 13 |
|
|
2024
Q3 | $4.93M | Buy |
21,154
+612
| +3% | +$143K | 2.58% | 10 |
|
|
2024
Q2 | $4.33M | Buy |
20,542
+231
| +1% | +$48.7K | 2.55% | 12 |
|
|
2024
Q1 | $3.48M | Sell |
20,311
-3,496
| -15% | -$600K | 2.25% | 12 |
|
|
2023
Q4 | $4.58M | Buy |
+23,807
| New | +$4.58M | 3.21% | 7 |
|