BWA
Boulder Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.49M | Buy |
6,722
+218
| +3% | +$48.4K | 0.87% | 12 |
|
|
2024
Q4 | $1.63M | Sell |
6,504
-181
| -3% | -$45.3K | 0.84% | 13 |
|
|
2024
Q3 | $1.56M | Buy |
6,685
+86
| +1% | +$20K | 0.85% | 13 |
|
|
2024
Q2 | $1.39M | Sell |
6,599
-146
| -2% | -$30.8K | 0.81% | 12 |
|
|
2024
Q1 | $1.16M | Buy |
+6,745
| New | +$1.16M | 0.72% | 12 |
|
|
2022
Q4 | $766K | Buy |
+5,896
| New | +$766K | 0.69% | 15 |
|