BSWM
Boston Standard Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
3,462
-538
| -13% | -$110K | 0.13% | 28 |
|
|
2025
Q1 | $843K | Buy |
4,000
+364
| +10% | +$76.7K | 0.19% | 25 |
|
|
2024
Q4 | $911K | Sell |
3,636
-149
| -4% | -$37.3K | 0.18% | 25 |
|
|
2024
Q3 | $882K | Sell |
3,785
-215
| -5% | -$50.1K | 0.17% | 26 |
|
|
2024
Q2 | $843K | Sell |
4,000
-521
| -12% | -$110K | 0.19% | 25 |
|
|
2024
Q1 | $775K | Sell |
4,521
-116
| -3% | -$19.9K | 0.18% | 26 |
|
|
2023
Q4 | $794K | Hold |
4,637
| – | – | 0.21% | 27 |
|
|
2023
Q3 | $794K | Sell |
4,637
-2,510
| -35% | -$430K | 0.21% | 27 |
|
|
2023
Q2 | $1.39M | Sell |
7,147
-1,149
| -14% | -$223K | 0.35% | 23 |
|
|
2023
Q1 | $1.37M | Sell |
8,296
-32
| -0.4% | -$5.28K | 0.39% | 21 |
|
|
2022
Q4 | $1.08M | Sell |
8,328
-380
| -4% | -$49.4K | 0.32% | 21 |
|
|
2022
Q3 | $1.2M | Buy |
8,708
+846
| +11% | +$117K | 0.4% | 22 |
|
|
2022
Q2 | $1.09M | Buy |
7,862
+34
| +0.4% | +$4.72K | 0.35% | 22 |
|
|
2022
Q1 | $1.37M | Sell |
7,828
-36
| -0.5% | -$6.29K | 0.39% | 21 |
|
|
2021
Q4 | $1.4M | Buy |
7,864
+5
| +0.1% | +$888 | 0.39% | 21 |
|
|
2021
Q3 | $1.11M | Sell |
7,859
-92
| -1% | -$13K | 0.33% | 21 |
|
|
2021
Q2 | $1.09M | Buy |
7,951
+6
| +0.1% | +$822 | 0.33% | 21 |
|
|
2021
Q1 | $953K | Buy |
7,945
+31
| +0.4% | +$3.72K | 0.31% | 21 |
|
|
2020
Q4 | $1.05M | Buy |
7,914
+6
| +0.1% | +$796 | 0.39% | 21 |
|
|
2020
Q3 | $916K | Buy |
7,908
+5,933
| +300% | +$687K | 0.39% | 20 |
|
|
2020
Q2 | $721K | Buy |
1,975
+1,033
| +110% | +$377K | 0.33% | 22 |
|
|
2020
Q1 | $227K | Sell |
942
-36
| -4% | -$8.68K | 0.12% | 30 |
|
|
2019
Q4 | $287K | Sell |
978
-394
| -29% | -$116K | 0.13% | 30 |
|
|
2019
Q3 | $307K | Buy |
1,372
+1
| +0.1% | +$224 | 0.15% | 28 |
|
|
2019
Q2 | $278K | Buy |
+1,371
| New | +$278K | 0.14% | 31 |
|
|
2018
Q4 | – | Sell |
-890
| Closed | -$204K | – | 30 |
|
|
2018
Q3 | $204K | Buy |
+890
| New | +$204K | 0.11% | 30 |
|
|
2016
Q3 | – | Sell |
-2,280
| Closed | -$218K | – | 24 |
|
|
2016
Q2 | $218K | Buy |
2,280
+14
| +0.6% | +$1.34K | 0.19% | 24 |
|
|
2016
Q1 | $248K | Buy |
+2,266
| New | +$248K | 0.23% | 23 |
|
|
2015
Q4 | – | Sell |
-2,710
| Closed | -$296K | – | 19 |
|
|
2015
Q3 | $296K | Buy |
2,710
+12
| +0.4% | +$1.31K | 0.29% | 22 |
|
|
2015
Q2 | $336K | Buy |
2,698
+11
| +0.4% | +$1.37K | 0.31% | 22 |
|
|
2015
Q1 | $339K | Sell |
2,687
-70
| -3% | -$8.83K | 0.32% | 23 |
|
|
2014
Q4 | $303K | Buy |
+2,757
| New | +$303K | 0.3% | 23 |
|