BSW
Buckingham Strategic Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $126M | Sell |
596,531
-26,786
| -4% | -$5.64M | 1.3% | 15 |
|
|
2024
Q1 | $107M | Sell |
623,317
-33,516
| -5% | -$5.75M | 1.13% | 17 |
|
|
2023
Q4 | $126M | Buy |
656,833
+18,827
| +3% | +$3.62M | 1.5% | 13 |
|
|
2023
Q3 | $109M | Buy |
638,006
+13,413
| +2% | +$2.3M | 1.55% | 14 |
|
|
2023
Q2 | $121M | Buy |
624,593
+77,626
| +14% | +$15.1M | 1.72% | 12 |
|
|
2023
Q1 | $71.1M | Hold |
546,967
| – | – | 1.29% | 13 |
|
|
2022
Q4 | $71.1M | Sell |
546,967
-13,836
| -2% | -$1.8M | 1.29% | 13 |
|
|
2022
Q3 | $77.5M | Sell |
560,803
-2,754
| -0.5% | -$381K | 1.58% | 13 |
|
|
2022
Q2 | $77.1M | Buy |
563,557
+23,591
| +4% | +$3.23M | 1.52% | 12 |
|
|
2022
Q1 | $94.3M | Buy |
539,966
+37,792
| +8% | +$6.6M | 1.86% | 8 |
|
|
2021
Q4 | $89.2M | Sell |
502,174
-7,599
| -1% | -$1.35M | 1.72% | 10 |
|
|
2021
Q3 | $72.1M | Buy |
509,773
+15,750
| +3% | +$2.23M | 1.48% | 10 |
|
|
2021
Q2 | $67.7M | Sell |
494,023
-30,664
| -6% | -$4.2M | 1.63% | 8 |
|
|
2021
Q1 | $64.1M | Sell |
524,687
-19,922
| -4% | -$2.43M | 3.16% | 5 |
|
|
2020
Q4 | $72.3M | Buy |
544,609
+94,238
| +21% | +$12.5M | 3.79% | 5 |
|
|
2020
Q3 | $52.2M | Buy |
450,371
+354,785
| +371% | +$41.1M | 3.99% | 4 |
|
|
2020
Q2 | $34.9M | Sell |
95,586
-61,080
| -39% | -$22.3M | 3.32% | 4 |
|
|
2020
Q1 | $39.8M | Buy |
156,666
+20,402
| +15% | +$5.19M | 3.84% | 4 |
|
|
2019
Q4 | $40M | Buy |
136,264
+16,096
| +13% | +$4.73M | 3.84% | 2 |
|
|
2019
Q3 | $26.9M | Sell |
120,168
-13,608
| -10% | -$3.05M | 2.92% | 5 |
|
|
2019
Q2 | $26.5M | Buy |
133,776
+13,371
| +11% | +$2.65M | 2.88% | 5 |
|
|
2019
Q1 | $22.9M | Buy |
120,405
+16,207
| +16% | +$3.08M | 2.88% | 5 |
|
|
2018
Q4 | $16.4M | Sell |
104,198
-1,040
| -1% | -$164K | 2.51% | 8 |
|
|
2018
Q3 | $23.8M | Buy |
105,238
+3,672
| +4% | +$829K | 3.65% | 3 |
|
|
2018
Q2 | $18.8M | Buy |
101,566
+18,355
| +22% | +$3.4M | 3.04% | 5 |
|
|
2018
Q1 | $14M | Buy |
83,211
+6,574
| +9% | +$1.1M | 2.72% | 8 |
|
|
2017
Q4 | $13M | Buy |
76,637
+27,677
| +57% | +$4.68M | 2.7% | 7 |
|
|
2017
Q3 | $7.55M | Sell |
48,960
-2,478
| -5% | -$382K | 1.79% | 9 |
|
|
2017
Q2 | $7.41M | Buy |
51,438
+1,506
| +3% | +$217K | 1.74% | 10 |
|
|
2017
Q1 | $7.17M | Sell |
49,932
-417
| -0.8% | -$59.9K | 2.09% | 9 |
|
|
2016
Q4 | $5.83M | Buy |
50,349
+7,944
| +19% | +$920K | 1.88% | 11 |
|
|
2016
Q3 | $4.79M | Sell |
42,405
-3,953
| -9% | -$447K | 1.62% | 11 |
|
|
2016
Q2 | $4.43M | Sell |
46,358
-2,287
| -5% | -$219K | 1.51% | 12 |
|
|
2016
Q1 | $5.3M | Buy |
48,645
+9,854
| +25% | +$1.07M | 1.75% | 10 |
|
|
2015
Q4 | $4.08M | Sell |
38,791
-2,635
| -6% | -$277K | 1.37% | 16 |
|
|
2015
Q3 | $4.57M | Sell |
41,426
-729
| -2% | -$80.4K | 1.61% | 16 |
|
|
2015
Q2 | $5.29M | Buy |
42,155
+4,255
| +11% | +$534K | 1.73% | 13 |
|
|
2015
Q1 | $4.72M | Buy |
37,900
+1,969
| +5% | +$245K | 1.77% | 12 |
|
|
2014
Q4 | $3.97M | Buy |
35,931
+7,153
| +25% | +$790K | 1.53% | 13 |
|
|
2014
Q3 | $2.9M | Sell |
28,778
-7,843
| -21% | -$790K | 1.2% | 15 |
|
|
2014
Q2 | $3.4M | Buy |
36,621
+31,169
| +572% | +$2.9M | 1.48% | 14 |
|
|
2014
Q1 | $2.93M | Buy |
5,452
+68
| +1% | +$36.5K | 1.36% | 16 |
|
|
2013
Q4 | $3.02M | Buy |
5,384
+314
| +6% | +$176K | 1.42% | 15 |
|
|
2013
Q3 | $2.42M | Buy |
5,070
+46
| +0.9% | +$21.9K | 1.28% | 17 |
|
|
2013
Q2 | $1.99M | Buy |
+5,024
| New | +$1.99M | 1.12% | 19 |
|