BA
Bluesphere Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
8,363
-295
| -3% | -$60.5K | 0.86% | 17 |
|
|
2025
Q1 | $1.92M | Sell |
8,658
-13,380
| -61% | -$2.97M | 1.1% | 15 |
|
|
2024
Q4 | $5.52M | Sell |
22,038
-204
| -0.9% | -$51.1K | 2.7% | 9 |
|
|
2024
Q3 | $5.18M | Sell |
22,242
-639
| -3% | -$149K | 2.56% | 10 |
|
|
2024
Q2 | $4.82M | Buy |
22,881
+2,050
| +10% | +$432K | 2.46% | 9 |
|
|
2024
Q1 | $3.57M | Sell |
20,831
-807
| -4% | -$138K | 1.98% | 9 |
|
|
2023
Q4 | $4.17M | Sell |
21,638
-307
| -1% | -$59.1K | 2.58% | 9 |
|
|
2023
Q3 | $3.76M | Buy |
21,945
+3
| +0% | +$514 | 2.7% | 8 |
|
|
2023
Q2 | $4.26M | Buy |
21,942
+177
| +0.8% | +$34.3K | 2.97% | 6 |
|
|
2023
Q1 | $3.59M | Buy |
21,765
+160
| +0.7% | +$26.4K | 2.98% | 5 |
|
|
2022
Q4 | $2.81M | Sell |
21,605
-20,094
| -48% | -$2.61M | 2.49% | 8 |
|
|
2022
Q3 | $5.76M | Buy |
41,699
+104
| +0.3% | +$14.4K | 5.75% | 3 |
|
|
2022
Q2 | $5.69M | Sell |
41,595
-2,214
| -5% | -$303K | 5.52% | 3 |
|
|
2022
Q1 | $7.65M | Buy |
43,809
+1,232
| +3% | +$215K | 6.47% | 3 |
|
|
2021
Q4 | $7.56M | Sell |
42,577
-231
| -0.5% | -$41K | 6.28% | 3 |
|
|
2021
Q3 | $6.06M | Sell |
42,808
-1,381
| -3% | -$195K | 5.82% | 2 |
|
|
2021
Q2 | $6.05M | Sell |
44,189
-2,918
| -6% | -$400K | 5.36% | 3 |
|
|
2021
Q1 | $5.75M | Buy |
47,107
+9,418
| +25% | +$1.15M | 5.2% | 3 |
|
|
2020
Q4 | $5M | Buy |
+37,689
| New | +$5M | 5.36% | 3 |
|