BWS
Buck Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
76,654
+9,969
| +15% | +$2.05M | 2.4% | 7 |
|
|
2025
Q1 | $14.8M | Buy |
66,685
+6,812
| +11% | +$1.51M | 2.69% | 5 |
|
|
2024
Q4 | $15M | Buy |
59,873
+12,673
| +27% | +$3.17M | 3.12% | 5 |
|
|
2024
Q3 | $11M | Sell |
47,200
-5,767
| -11% | -$1.34M | 3.46% | 3 |
|
|
2024
Q2 | $11.2M | Buy |
52,967
+46,824
| +762% | +$9.86M | 3.29% | 4 |
|
|
2024
Q1 | $1.05M | Sell |
6,143
-41,991
| -87% | -$7.2M | 0.36% | 46 |
|
|
2023
Q4 | $9.27M | Sell |
48,134
-201
| -0.4% | -$38.7K | 3.43% | 2 |
|
|
2023
Q3 | $8.28M | Sell |
48,335
-1,160
| -2% | -$199K | 3.33% | 2 |
|
|
2023
Q2 | $9.6M | Buy |
49,495
+523
| +1% | +$101K | 4.16% | 2 |
|
|
2023
Q1 | $8.08M | Buy |
+48,972
| New | +$8.08M | 3.94% | 2 |
|
|
2022
Q3 | $7.7M | Buy |
+44,946
| New | +$7.7M | 3.6% | 2 |
|