BWIA
Bryant Woods Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
67,121
-346
| -0.5% | -$71K | 5.94% | 4 |
|
|
2025
Q1 | $15M | Sell |
67,467
-33
| -0% | -$7.33K | 7.21% | 4 |
|
|
2024
Q4 | $16.9M | Buy |
67,500
+55
| +0.1% | +$13.8K | 8.19% | 4 |
|
|
2024
Q3 | $15.7M | Buy |
67,445
+1,576
| +2% | +$367K | 8% | 4 |
|
|
2024
Q2 | $11.3M | Sell |
65,869
-1,141
| -2% | -$195K | 8.2% | 4 |
|
|
2024
Q1 | $11.5M | Buy |
67,010
+772
| +1% | +$132K | 6.78% | 4 |
|
|
2023
Q4 | $12.8M | Buy |
66,238
+369
| +0.6% | +$71K | 8.13% | 5 |
|
|
2023
Q3 | $11.3M | Buy |
65,869
+3,676
| +6% | +$629K | 8.2% | 4 |
|
|
2023
Q2 | $12.1M | Sell |
62,193
-347
| -0.6% | -$67.3K | 8.57% | 4 |
|
|
2023
Q1 | $10.3M | Buy |
62,540
+4,320
| +7% | +$712K | 7.97% | 4 |
|
|
2022
Q4 | $7.56M | Buy |
58,220
+1,602
| +3% | +$208K | 6.42% | 5 |
|
|
2022
Q3 | $7.83M | Buy |
56,618
+3,488
| +7% | +$482K | 7.38% | 5 |
|
|
2022
Q2 | $7.26M | Sell |
53,130
-314
| -0.6% | -$42.9K | 6.85% | 5 |
|
|
2022
Q1 | $9.33M | Buy |
53,444
+192
| +0.4% | +$33.5K | 7.53% | 5 |
|
|
2021
Q4 | $9.46M | Buy |
+53,252
| New | +$9.46M | 7.38% | 6 |
|