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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