BWM
Boyd Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
5,337
+840
| +19% | +$172K | 0.47% | 25 |
|
|
2025
Q1 | $999K | Buy |
4,497
+1
| +0% | +$222 | 0.5% | 23 |
|
|
2024
Q4 | $1.13M | Buy |
4,496
+37
| +0.8% | +$9.27K | 0.56% | 23 |
|
|
2024
Q3 | $1.04M | Buy |
4,459
+131
| +3% | +$30.5K | 0.53% | 24 |
|
|
2024
Q2 | $912K | Buy |
4,328
+1
| +0% | +$211 | 0.5% | 24 |
|
|
2024
Q1 | $742K | Buy |
4,327
+12
| +0.3% | +$2.06K | 0.42% | 26 |
|
|
2023
Q4 | $831K | Buy |
4,315
+1
| +0% | +$193 | 0.52% | 25 |
|
|
2023
Q3 | $739K | Buy |
4,314
+1
| +0% | +$171 | 0.5% | 26 |
|
|
2023
Q2 | $837K | Buy |
4,313
+1
| +0% | +$194 | 0.51% | 26 |
|
|
2023
Q1 | $711K | Sell |
4,312
-274
| -6% | -$45.2K | 0.49% | 25 |
|
|
2022
Q4 | $596K | Buy |
4,586
+141
| +3% | +$18.3K | 0.44% | 29 |
|
|
2022
Q3 | $614K | Buy |
4,445
+76
| +2% | +$10.5K | 0.49% | 26 |
|
|
2022
Q2 | $597K | Buy |
4,369
+716
| +20% | +$97.8K | 0.49% | 29 |
|
|
2022
Q1 | $638K | Buy |
3,653
+44
| +1% | +$7.69K | 0.48% | 24 |
|
|
2021
Q4 | $641K | Buy |
+3,609
| New | +$641K | 0.47% | 25 |
|