BFA
BMS Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.08M | Sell |
5,552
-447
| -7% | -$86.7K | 0.7% | 28 |
|
|
2023
Q1 | $989K | Buy |
5,999
+419
| +8% | +$69.1K | 0.68% | 24 |
|
|
2022
Q4 | $725K | Sell |
5,580
-6
| -0.1% | -$780 | 0.48% | 36 |
|
|
2022
Q3 | $772K | Sell |
5,586
-163
| -3% | -$22.5K | 0.54% | 32 |
|
|
2022
Q2 | $786K | Buy |
5,749
+214
| +4% | +$29.3K | 0.51% | 28 |
|
|
2022
Q1 | $966K | Sell |
5,535
-415
| -7% | -$72.4K | 0.61% | 28 |
|
|
2021
Q4 | $1.06M | Buy |
+5,950
| New | +$1.06M | 0.67% | 23 |
|