BAWC
Boyce & Associates Wealth Consulting’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
9,704
+87
| +0.9% | +$18K | 1.84% | 13 |
|
|
2025
Q1 | $2.14M | Sell |
9,617
-95
| -1% | -$21.1K | 2.14% | 12 |
|
|
2024
Q4 | $2.43M | Sell |
9,712
-172
| -2% | -$43.1K | 2.46% | 9 |
|
|
2024
Q3 | $2.3M | Sell |
9,884
-193
| -2% | -$45K | 2.39% | 9 |
|
|
2024
Q2 | $2.12M | Sell |
10,077
-106
| -1% | -$22.3K | 2.49% | 9 |
|
|
2024
Q1 | $1.75M | Sell |
10,183
-77
| -0.8% | -$13.2K | 2.25% | 10 |
|
|
2023
Q4 | $1.98M | Buy |
10,260
+293
| +3% | +$56.4K | 2.87% | 9 |
|
|
2023
Q3 | $1.71M | Sell |
9,967
-208
| -2% | -$35.6K | 2.84% | 9 |
|
|
2023
Q2 | $1.97M | Sell |
10,175
-83
| -0.8% | -$16.1K | 3.3% | 8 |
|
|
2023
Q1 | $1.69M | Sell |
10,258
-2,977
| -22% | -$490K | 3.03% | 9 |
|
|
2022
Q4 | $1.72M | Sell |
13,235
-214
| -2% | -$27.8K | 3.29% | 10 |
|
|
2022
Q3 | $1.86M | Sell |
13,449
-95
| -0.7% | -$13.1K | 3.83% | 10 |
|
|
2022
Q2 | $1.85M | Sell |
13,544
-58
| -0.4% | -$7.93K | 3.37% | 11 |
|
|
2022
Q1 | $2.38M | Buy |
+13,602
| New | +$2.38M | 3.55% | 8 |
|