BP
BWM Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
48,660
+2,570
| +6% | +$527K | 3.44% | 11 |
|
|
2025
Q1 | $10.2M | Sell |
46,090
-597
| -1% | -$133K | 4.33% | 5 |
|
|
2024
Q4 | $11.7M | Sell |
46,687
-247
| -0.5% | -$61.9K | 5.09% | 3 |
|
|
2024
Q3 | $10.9M | Buy |
+46,934
| New | +$10.9M | 4.85% | 5 |
|