BWG
Boomfish Wealth Group’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.19M | Buy |
15,556
+1,162
| +8% | +$238K | 1.84% | 14 |
|
2025
Q1 | $3.2M | Sell |
14,394
-168
| -1% | -$37.3K | 2.08% | 7 |
|
2024
Q4 | $3.65M | Sell |
14,562
-188
| -1% | -$47.1K | 2.21% | 6 |
|
2024
Q3 | $3.44M | Sell |
14,750
-416
| -3% | -$96.9K | 2.11% | 7 |
|
2024
Q2 | $3.19M | Sell |
15,166
-1,081
| -7% | -$228K | 2.07% | 5 |
|
2024
Q1 | $2.79M | Buy |
16,247
+1,368
| +9% | +$235K | 1.87% | 7 |
|
2023
Q4 | $2.86M | Buy |
+14,879
| New | +$2.86M | 2.07% | 5 |
|