BWA
BlueSky Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
9,035
+451
| +5% | +$92.5K | 0.27% | 33 |
|
|
2025
Q1 | $1.91M | Buy |
8,584
+80
| +0.9% | +$17.8K | 0.3% | 33 |
|
|
2024
Q4 | $2.13M | Sell |
8,504
-73
| -0.9% | -$18.3K | 0.33% | 32 |
|
|
2024
Q3 | $2M | Buy |
8,577
+61
| +0.7% | +$14.2K | 0.31% | 34 |
|
|
2024
Q2 | $1.79M | Buy |
8,516
+2,521
| +42% | +$531K | 0.3% | 34 |
|
|
2024
Q1 | $1.03M | Buy |
5,995
+1,865
| +45% | +$320K | 0.8% | 18 |
|
|
2023
Q4 | $795K | Sell |
4,130
-734
| -15% | -$141K | 0.15% | 40 |
|
|
2023
Q3 | $833K | Buy |
4,864
+115
| +2% | +$19.7K | 0.17% | 40 |
|
|
2023
Q2 | $921K | Sell |
4,749
-16,871
| -78% | -$3.27M | 0.19% | 39 |
|
|
2023
Q1 | $3.57M | Buy |
21,620
+100
| +0.5% | +$16.5K | 0.74% | 26 |
|
|
2022
Q4 | $2.8M | Sell |
21,520
-1,102
| -5% | -$143K | 0.62% | 27 |
|
|
2022
Q3 | $3.13M | Buy |
22,622
+17,088
| +309% | +$2.36M | 0.73% | 27 |
|
|
2022
Q2 | $757K | Sell |
5,534
-423
| -7% | -$57.9K | 0.17% | 38 |
|
|
2022
Q1 | $1.04M | Sell |
5,957
-411
| -6% | -$71.8K | 0.2% | 38 |
|
|
2021
Q4 | $1.13M | Sell |
6,368
-971
| -13% | -$172K | 0.21% | 34 |
|
|
2021
Q3 | $1.04M | Buy |
7,339
+166
| +2% | +$23.5K | 0.2% | 32 |
|
|
2021
Q2 | $1.04M | Sell |
7,173
-156
| -2% | -$22.6K | 0.2% | 31 |
|
|
2021
Q1 | $962K | Sell |
7,329
-1,863
| -20% | -$245K | 0.22% | 28 |
|
|
2020
Q4 | $1.22M | Sell |
9,192
-1,137
| -11% | -$151K | 0.29% | 29 |
|
|
2020
Q3 | $1.25M | Buy |
10,329
+7,525
| +268% | +$911K | 0.33% | 28 |
|
|
2020
Q2 | $1.02M | Sell |
2,804
-463
| -14% | -$169K | 0.29% | 29 |
|
|
2020
Q1 | $831K | Buy |
3,267
+93
| +3% | +$23.7K | 0.31% | 29 |
|
|
2019
Q4 | $983K | Sell |
3,174
-1,074
| -25% | -$333K | 0.32% | 36 |
|
|
2019
Q3 | $964K | Sell |
4,248
-918
| -18% | -$208K | 0.33% | 36 |
|
|
2019
Q2 | $1.02M | Sell |
5,166
-1,740
| -25% | -$344K | 0.36% | 34 |
|
|
2019
Q1 | $1.38M | Sell |
6,906
-795
| -10% | -$159K | 0.5% | 31 |
|
|
2018
Q4 | $1.19M | Sell |
7,701
-102
| -1% | -$15.7K | 0.46% | 33 |
|
|
2018
Q3 | $1.77M | Buy |
7,803
+49
| +0.6% | +$11.1K | 0.67% | 25 |
|
|
2018
Q2 | $1.44M | Sell |
7,754
-1,039
| -12% | -$192K | 0.55% | 26 |
|
|
2018
Q1 | $1.48M | Sell |
8,793
-1,297
| -13% | -$218K | 0.57% | 24 |
|
|
2017
Q4 | $1.71M | Sell |
10,090
-684
| -6% | -$116K | 0.71% | 24 |
|
|
2017
Q3 | $1.66M | Sell |
10,774
-145
| -1% | -$22.3K | 0.72% | 24 |
|
|
2017
Q2 | $1.57M | Sell |
10,919
-360
| -3% | -$51.9K | 0.73% | 24 |
|
|
2017
Q1 | $1.62M | Sell |
11,279
-3,500
| -24% | -$503K | 0.77% | 24 |
|
|
2016
Q4 | $1.71M | Buy |
+14,779
| New | +$1.71M | 0.84% | 24 |
|