BOPW
Brandywine Oak Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Sell |
131,183
-2,867
| -2% | -$588K | 2.49% | 11 |
|
|
2025
Q1 | $29.8M | Sell |
134,050
-1,672
| -1% | -$371K | 2.92% | 9 |
|
|
2024
Q4 | $34M | Buy |
135,722
+34,294
| +34% | +$8.59M | 3.32% | 7 |
|
|
2024
Q3 | $23.6M | Buy |
101,428
+690
| +0.7% | +$161K | 2.29% | 11 |
|
|
2024
Q2 | $21.2M | Sell |
100,738
-334
| -0.3% | -$70.3K | 2.18% | 11 |
|
|
2024
Q1 | $17.3M | Sell |
101,072
-769
| -0.8% | -$132K | 1.81% | 13 |
|
|
2023
Q4 | $19.6M | Sell |
101,841
-5,811
| -5% | -$1.12M | 2.18% | 12 |
|
|
2023
Q3 | $18.4M | Sell |
107,652
-899
| -0.8% | -$154K | 2.16% | 11 |
|
|
2023
Q2 | $21.1M | Sell |
108,551
-982
| -0.9% | -$190K | 2.36% | 9 |
|
|
2023
Q1 | $18.1M | Sell |
109,533
-581
| -0.5% | -$95.8K | 2.11% | 10 |
|
|
2022
Q4 | $14.3M | Sell |
110,114
-4,281
| -4% | -$556K | 1.78% | 11 |
|
|
2022
Q3 | $15.8M | Sell |
114,395
-842
| -0.7% | -$116K | 2.15% | 10 |
|
|
2022
Q2 | $15.8M | Sell |
115,237
-585
| -0.5% | -$80K | 2.02% | 11 |
|
|
2022
Q1 | $20.2M | Buy |
115,822
+889
| +0.8% | +$155K | 2.31% | 9 |
|
|
2021
Q4 | $20.4M | Sell |
114,933
-7,342
| -6% | -$1.3M | 2.23% | 11 |
|
|
2021
Q3 | $17.3M | Buy |
122,275
+8,715
| +8% | +$1.23M | 2.01% | 16 |
|
|
2021
Q2 | $15.6M | Buy |
113,560
+18,357
| +19% | +$2.51M | 1.82% | 18 |
|
|
2021
Q1 | $11.6M | Sell |
95,203
-301
| -0.3% | -$36.8K | 1.71% | 17 |
|
|
2020
Q4 | $12.7M | Buy |
95,504
+979
| +1% | +$130K | 1.93% | 18 |
|
|
2020
Q3 | $10.9M | Buy |
94,525
+69,678
| +280% | +$8.07M | 1.83% | 17 |
|
|
2020
Q2 | $9.06M | Sell |
24,847
-719
| -3% | -$262K | 1.61% | 17 |
|
|
2020
Q1 | $6.5M | Buy |
25,566
+91
| +0.4% | +$23.1K | 1.34% | 20 |
|
|
2019
Q4 | $7.48M | Buy |
25,475
+612
| +2% | +$180K | 1.36% | 18 |
|
|
2019
Q3 | $5.57M | Sell |
24,863
-182
| -0.7% | -$40.8K | 1.06% | 21 |
|
|
2019
Q2 | $4.96M | Sell |
25,045
-772
| -3% | -$153K | 0.99% | 24 |
|
|
2019
Q1 | $4.9M | Buy |
25,817
+1,023
| +4% | +$194K | 1.02% | 22 |
|
|
2018
Q4 | $3.91M | Buy |
+24,794
| New | +$3.91M | 0.88% | 24 |
|