BIP
Blueprint Investment Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Sell |
29,239
-31,407
| -52% | -$6.44M | 1.06% | 24 |
|
|
2025
Q1 | $13.5M | Sell |
60,646
-19,254
| -24% | -$4.28M | 2.46% | 12 |
|
|
2024
Q4 | $20M | Buy |
79,900
+17,689
| +28% | +$4.43M | 3.18% | 6 |
|
|
2024
Q3 | $14.5M | Buy |
62,211
+196
| +0.3% | +$45.7K | 2.63% | 8 |
|
|
2024
Q2 | $13.1M | Buy |
62,015
+40,710
| +191% | +$8.57M | 2.83% | 9 |
|
|
2024
Q1 | $3.65M | Sell |
21,305
-46,244
| -68% | -$7.93M | 0.72% | 30 |
|
|
2023
Q4 | $13M | Buy |
67,549
+21,198
| +46% | +$4.08M | 3.58% | 10 |
|
|
2023
Q3 | $7.94M | Buy |
46,351
+2,207
| +5% | +$378K | 2.55% | 10 |
|
|
2023
Q2 | $8.56M | Sell |
44,144
-8,739
| -17% | -$1.7M | 3.07% | 10 |
|
|
2023
Q1 | $8.72M | Buy |
52,883
+41,383
| +360% | +$6.82M | 1.99% | 11 |
|
|
2022
Q4 | $1.49M | Sell |
11,500
-86,351
| -88% | -$11.2M | 0.32% | 67 |
|
|
2022
Q3 | $13.5M | Buy |
97,851
+92,952
| +1,897% | +$12.8M | 3.69% | 5 |
|
|
2022
Q2 | $670K | Sell |
4,899
-57,982
| -92% | -$7.93M | 0.18% | 78 |
|
|
2022
Q1 | $11M | Buy |
62,881
+9,478
| +18% | +$1.66M | 2.83% | 9 |
|
|
2021
Q4 | $9.48M | Buy |
53,403
+16,494
| +45% | +$2.93M | 2.33% | 7 |
|
|
2021
Q3 | $5.22M | Buy |
36,909
+26,541
| +256% | +$3.76M | 2.61% | 9 |
|
|
2021
Q2 | $1.42M | Buy |
10,368
+2,278
| +28% | +$312K | 1.14% | 18 |
|
|
2021
Q1 | $988K | Buy |
+8,090
| New | +$988K | 0.77% | 24 |
|
|
2020
Q4 | – | Sell |
-11,786
| Closed | -$1.56M | – | 56 |
|
|
2020
Q3 | $1.56M | Buy |
11,786
+10,958
| +1,323% | +$1.45M | 1.24% | 19 |
|
|
2020
Q2 | $302K | Buy |
+828
| New | +$302K | 0.19% | 32 |
|