BWM
Buska Wealth Management’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $338K | Sell |
1,647
-17
| -1% | -$3.49K | 0.09% | 49 |
|
2025
Q1 | $370K | Sell |
1,664
-16
| -1% | -$3.56K | 0.12% | 47 |
|
2024
Q4 | $421K | Hold |
1,680
| – | – | 0.13% | 38 |
|
2024
Q3 | $391K | Sell |
1,680
-1
| -0.1% | -$233 | 0.14% | 41 |
|
2024
Q2 | $354K | Sell |
1,681
-140
| -8% | -$29.5K | 0.14% | 39 |
|
2024
Q1 | $312K | Buy |
+1,821
| New | +$312K | 0.14% | 42 |
|