Brightwater Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
9,343
-212
| -2% | -$43.5K | 1.38% | 24 |
|
|
2025
Q1 | $2.12M | Sell |
9,555
-644
| -6% | -$143K | 1.68% | 22 |
|
|
2024
Q4 | $2.55M | Sell |
10,199
-611
| -6% | -$153K | 2% | 19 |
|
|
2024
Q3 | $2.52M | Sell |
10,810
-393
| -4% | -$91.6K | 1.85% | 19 |
|
|
2024
Q2 | $2.36M | Buy |
11,203
+725
| +7% | +$153K | 1.82% | 20 |
|
|
2024
Q1 | $1.8M | Buy |
10,478
+775
| +8% | +$133K | 1.44% | 24 |
|
|
2023
Q4 | $1.87M | Buy |
+9,703
| New | +$1.87M | 1.58% | 22 |
|