BWM
Brickley Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.8M | Buy |
374,320
+13,593
| +4% | +$2.79M | 15.03% | 2 |
|
|
2025
Q1 | $80.1M | Buy |
360,727
+454
| +0.1% | +$101K | 16.62% | 2 |
|
|
2024
Q4 | $90.2M | Buy |
360,273
+14,093
| +4% | +$3.53M | 18.32% | 2 |
|
|
2024
Q3 | $80.7M | Sell |
346,180
-962
| -0.3% | -$224K | 16.46% | 2 |
|
|
2024
Q2 | $73.1M | Buy |
347,142
+44,868
| +15% | +$9.45M | 16.01% | 2 |
|
|
2024
Q1 | $51.8M | Buy |
302,274
+275
| +0.1% | +$47.2K | 11.88% | 2 |
|
|
2023
Q4 | $58.1M | Buy |
301,999
+8,269
| +3% | +$1.59M | 14.03% | 2 |
|
|
2023
Q3 | $50.3M | Buy |
293,730
+199
| +0.1% | +$34.1K | 13.42% | 2 |
|
|
2023
Q2 | $56.9M | Buy |
293,531
+67,738
| +30% | +$13.1M | 14.38% | 2 |
|
|
2023
Q1 | $37.2M | Buy |
225,793
+72
| +0% | +$11.9K | 10.21% | 3 |
|
|
2022
Q4 | $29.3M | Sell |
225,721
-194
| -0.1% | -$25.2K | 8.71% | 3 |
|
|
2022
Q3 | $31.2M | Sell |
225,915
-3,464
| -2% | -$479K | 10.25% | 3 |
|
|
2022
Q2 | $31.4M | Sell |
229,379
-59
| -0% | -$8.07K | 9.7% | 3 |
|
|
2022
Q1 | $40.1M | Sell |
229,438
-535
| -0.2% | -$93.4K | 10.69% | 3 |
|
|
2021
Q4 | $40.8M | Buy |
229,973
+704
| +0.3% | +$125K | 8.7% | 4 |
|
|
2021
Q3 | $32.4M | Buy |
229,269
+60
| +0% | +$8.49K | 8.17% | 4 |
|
|
2021
Q2 | $31.4M | Sell |
229,209
-176,310
| -43% | -$24.1M | 7.93% | 4 |
|
|
2021
Q1 | $49.5M | Sell |
405,519
-165
| -0% | -$20.2K | 13.26% | 2 |
|
|
2020
Q4 | $53.8M | Sell |
405,684
-263,708
| -39% | -$35M | 14.81% | 1 |
|
|
2020
Q3 | $77.6M | Buy |
669,392
+568,720
| +565% | +$66M | 21.61% | 1 |
|
|
2020
Q2 | $36.7M | Buy |
100,672
+45,737
| +83% | +$16.7M | 12.37% | 3 |
|
|
2020
Q1 | $14M | Buy |
54,935
+26
| +0% | +$6.61K | 5.8% | 5 |
|
|
2019
Q4 | $16.1M | Buy |
54,909
+5
| +0% | +$1.47K | 5.88% | 5 |
|
|
2019
Q3 | $12.3M | Sell |
54,904
-10
| -0% | -$2.24K | 5.04% | 5 |
|
|
2019
Q2 | $10.9M | Buy |
54,914
+1,548
| +3% | +$306K | 4.54% | 5 |
|
|
2019
Q1 | $10.1M | Sell |
53,366
-200
| -0.4% | -$38K | 4.47% | 5 |
|
|
2018
Q4 | $8.45M | Buy |
53,566
+200
| +0.4% | +$31.6K | 4.14% | 7 |
|
|
2018
Q3 | $12M | Buy |
53,366
+148
| +0.3% | +$33.4K | 5.68% | 5 |
|
|
2018
Q2 | $9.85M | Sell |
53,218
-553
| -1% | -$102K | 4.53% | 7 |
|
|
2018
Q1 | $9.02M | Buy |
53,771
+132
| +0.2% | +$22.1K | 4.56% | 8 |
|
|
2017
Q4 | $9.08M | Buy |
+53,639
| New | +$9.08M | 4.81% | 9 |
|