BWM
BT Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.33M | Sell |
24,322
-2,072
| -8% | -$283K | 0.93% | 12 |
|
|
2022
Q1 | $4.61M | Sell |
26,394
-2,140
| -7% | -$374K | 1.2% | 9 |
|
|
2021
Q4 | $5.07M | Buy |
28,534
+1,145
| +4% | +$203K | 1.37% | 9 |
|
|
2021
Q3 | $3.88M | Buy |
27,389
+776
| +3% | +$110K | 1.2% | 10 |
|
|
2021
Q2 | $3.65M | Sell |
26,613
-4,146
| -13% | -$568K | 1.1% | 13 |
|
|
2021
Q1 | $3.76M | Sell |
30,759
-6,622
| -18% | -$809K | 1.25% | 12 |
|
|
2020
Q4 | $4.96M | Sell |
37,381
-322
| -0.9% | -$42.7K | 1.84% | 9 |
|
|
2020
Q3 | $4.37M | Buy |
37,703
+26,627
| +240% | +$3.08M | 1.9% | 9 |
|
|
2020
Q2 | $4.04M | Sell |
11,076
-151
| -1% | -$55.1K | 2.05% | 7 |
|
|
2020
Q1 | $2.86M | Sell |
11,227
-973
| -8% | -$247K | 1.63% | 9 |
|
|
2019
Q4 | $3.58M | Sell |
12,200
-1,509
| -11% | -$443K | 1.82% | 12 |
|
|
2019
Q3 | $3.07M | Sell |
13,709
-4,723
| -26% | -$1.06M | 1.71% | 12 |
|
|
2019
Q2 | $3.67M | Sell |
18,432
-6,200
| -25% | -$1.23M | 2.12% | 12 |
|
|
2019
Q1 | $4.68M | Buy |
24,632
+14,063
| +133% | +$2.67M | 2.76% | 11 |
|
|
2018
Q4 | $1.81M | Buy |
+10,569
| New | +$1.81M | 0.78% | 20 |
|