Boyce & Associates Wealth Consulting’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44M	Sell	9,629 -115	-1%	-$29.9K	1.85%	14
2025 Q4	$2.65M	Sell	9,744 -19,006	-66%	-$5.1M	2.22%	11
2025 Q3	$7.32M	Buy	28,750 +19,046	+196%	+$4.3M	5.99%	4
2025 Q2	$2.01M	Buy	9,704 +87	+0.9%	+$17.6K	1.84%	13
2025 Q1	$2.14M	Sell	9,617 -95	-1%	-$22K	2.14%	12
2024 Q4	$2.43M	Sell	9,712 -172	-2%	-$40.5K	2.46%	9
2024 Q3	$2.3M	Sell	9,884 -193	-2%	-$43.1K	2.39%	9
2024 Q2	$2.12M	Sell	10,077 -106	-1%	-$19.8K	2.49%	9
2024 Q1	$1.75M	Sell	10,183 -77	-0.8%	-$14K	2.25%	10
2023 Q4	$1.98M	Buy	10,260 +293	+3%	+$54.1K	2.87%	9
2023 Q3	$1.71M	Sell	9,967 -208	-2%	-$38.1K	2.84%	9
2023 Q2	$1.97M	Sell	10,175 -83	-0.8%	-$14.5K	3.3%	8
2023 Q1	$1.69M	Sell	10,258 -2,977	-22%	-$439K	3.03%	9
2022 Q4	$1.72M	Sell	13,235 -214	-2%	-$30.6K	3.29%	10
2022 Q3	$1.86M	Sell	13,449 -95	-0.7%	-$14.9K	3.83%	10
2022 Q2	$1.85M	Sell	13,544 -58	-0.4%	-$8.78K	3.37%	11
2022 Q1	$2.38M	Buy	+13,602	New	+$2.29M	3.55%	8