Bridgewealth Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
24,521
+19,316
| +371% | +$3.96M | 1.28% | 25 |
|
|
2025
Q1 | $1.16M | Sell |
5,205
-20,428
| -80% | -$4.54M | 1.52% | 22 |
|
|
2024
Q4 | $6.19M | Buy |
25,633
+5,253
| +26% | +$1.27M | 1.75% | 21 |
|
|
2024
Q3 | $4.75M | Buy |
20,380
+1,673
| +9% | +$390K | 1.73% | 22 |
|
|
2024
Q2 | $3.94M | Sell |
18,707
-4
| -0% | -$842 | 1.75% | 23 |
|
|
2024
Q1 | $3.21M | Sell |
18,711
-1,913
| -9% | -$328K | 1.57% | 22 |
|
|
2023
Q4 | $3.97M | Buy |
20,624
+270
| +1% | +$52K | 3.04% | 9 |
|
|
2023
Q3 | $3.48M | Buy |
20,354
+64
| +0.3% | +$11K | 4.28% | 6 |
|
|
2023
Q2 | $3.94M | Buy |
20,290
+26
| +0.1% | +$5.04K | 6.4% | 5 |
|
|
2023
Q1 | $3.34M | Buy |
20,264
+1,436
| +8% | +$237K | 6.16% | 5 |
|
|
2022
Q4 | $2.45M | Buy |
+18,828
| New | +$2.45M | 4.8% | 6 |
|