BSW Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
96,870
-4,153
| -4% | -$852K | 2.72% | 8 |
|
|
2025
Q1 | $22.4M | Sell |
101,023
-9,148
| -8% | -$2.03M | 3.41% | 7 |
|
|
2024
Q4 | $27.6M | Buy |
+110,171
| New | +$27.6M | 4.05% | 6 |
|
|
2024
Q3 | – | Sell |
-100,664
| Closed | -$21.2M | – | 298 |
|
|
2024
Q2 | $21.2M | Sell |
100,664
-1,883
| -2% | -$397K | 3.48% | 7 |
|
|
2024
Q1 | $17.6M | Buy |
102,547
+3,265
| +3% | +$560K | 2.98% | 8 |
|
|
2023
Q4 | $19.1M | Sell |
99,282
-44
| -0% | -$8.47K | 3.79% | 7 |
|
|
2023
Q3 | $17M | Buy |
99,326
+5,614
| +6% | +$961K | 3.78% | 7 |
|
|
2023
Q2 | $18.2M | Sell |
93,712
-3,673
| -4% | -$712K | 3.79% | 7 |
|
|
2023
Q1 | $16.1M | Sell |
97,385
-5,220
| -5% | -$861K | 3.29% | 7 |
|
|
2022
Q4 | $13.3M | Sell |
102,605
-593
| -0.6% | -$77K | 2.86% | 7 |
|
|
2022
Q3 | $14.3M | Sell |
103,198
-747
| -0.7% | -$103K | 3.5% | 7 |
|
|
2022
Q2 | $14.2M | Buy |
103,945
+2,214
| +2% | +$303K | 3.41% | 7 |
|
|
2022
Q1 | $17.8M | Buy |
101,731
+1,093
| +1% | +$191K | 4.49% | 4 |
|
|
2021
Q4 | $17.9M | Buy |
100,638
+13,339
| +15% | +$2.37M | 4.49% | 4 |
|
|
2021
Q3 | $12.4M | Sell |
87,299
-47,761
| -35% | -$6.76M | 3.45% | 5 |
|
|
2021
Q2 | $18.5M | Buy |
135,060
+1,175
| +0.9% | +$161K | 5.09% | 4 |
|
|
2021
Q1 | $16.4M | Buy |
133,885
+5,924
| +5% | +$724K | 4.72% | 4 |
|
|
2020
Q4 | $17M | Buy |
127,961
+54,504
| +74% | +$7.23M | 5.22% | 4 |
|
|
2020
Q3 | $8.51M | Buy |
73,457
+17,125
| +30% | +$1.98M | 3.19% | 9 |
|
|
2020
Q2 | $5.14M | Buy |
56,332
+3,860
| +7% | +$352K | 1.72% | 13 |
|
|
2020
Q1 | $3.34M | Sell |
52,472
-1,688
| -3% | -$107K | 1.39% | 18 |
|
|
2019
Q4 | $3.98M | Buy |
+54,160
| New | +$3.98M | 1.35% | 18 |
|
|
2019
Q3 | – | Sell |
-52,308
| Closed | -$2.59M | – | 142 |
|
|
2019
Q2 | $2.59M | Buy |
52,308
+11,960
| +30% | +$592K | 0.98% | 22 |
|
|
2019
Q1 | $1.92M | Sell |
40,348
-3,952
| -9% | -$188K | 0.76% | 24 |
|
|
2018
Q4 | $1.75M | Buy |
44,300
+980
| +2% | +$38.6K | 0.66% | 28 |
|
|
2018
Q3 | $2.45M | Buy |
43,320
+852
| +2% | +$48.1K | 0.93% | 17 |
|
|
2018
Q2 | $1.97M | Buy |
42,468
+1,356
| +3% | +$62.7K | 0.85% | 20 |
|
|
2018
Q1 | $1.72M | Sell |
41,112
-7,468
| -15% | -$313K | 0.77% | 19 |
|
|
2017
Q4 | $2.06M | Buy |
48,580
+148
| +0.3% | +$6.26K | 0.85% | 16 |
|
|
2017
Q3 | $1.87M | Sell |
48,432
-3,252
| -6% | -$125K | 0.81% | 16 |
|
|
2017
Q2 | $1.86M | Buy |
51,684
+11,296
| +28% | +$407K | 0.85% | 15 |
|
|
2017
Q1 | $1.45M | Buy |
40,388
+536
| +1% | +$19.2K | 0.72% | 19 |
|
|
2016
Q4 | $1.15M | Buy |
39,852
+35,292
| +774% | +$1.02M | 0.6% | 22 |
|
|
2016
Q3 | $10.1K | Sell |
4,560
-35,372
| -89% | -$78.2K | 0.35% | 33 |
|
|
2016
Q2 | $954K | Sell |
39,932
-1,036
| -3% | -$24.8K | 0.52% | 22 |
|
|
2016
Q1 | $1.12M | Sell |
40,968
-1,088
| -3% | -$29.6K | 0.63% | 20 |
|
|
2015
Q4 | $1.11M | Sell |
42,056
-572
| -1% | -$15.1K | 0.55% | 23 |
|
|
2015
Q3 | $1.18M | Sell |
42,628
-508
| -1% | -$14K | 0.7% | 18 |
|
|
2015
Q2 | $1.35M | Buy |
43,136
+6,060
| +16% | +$190K | 0.86% | 13 |
|
|
2015
Q1 | $1.15M | Buy |
37,076
+2,016
| +6% | +$62.7K | 0.73% | 15 |
|
|
2014
Q4 | $968K | Sell |
35,060
-2,004
| -5% | -$55.3K | 0.78% | 17 |
|
|
2014
Q3 | $934K | Buy |
37,064
+7,444
| +25% | +$188K | 0.73% | 17 |
|
|
2014
Q2 | $688K | Sell |
29,620
-396
| -1% | -$9.2K | 0.54% | 23 |
|
|
2014
Q1 | $576K | Buy |
30,016
+980
| +3% | +$18.8K | 0.47% | 27 |
|
|
2013
Q4 | $582K | Sell |
29,036
-840
| -3% | -$16.8K | 0.46% | 27 |
|
|
2013
Q3 | $509K | Buy |
29,876
+28
| +0.1% | +$477 | 0.44% | 27 |
|
|
2013
Q2 | $423K | Buy |
+29,848
| New | +$423K | 0.37% | 29 |
|