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BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

AAPL holding history

Apple Inc. in every 13F filed by BDO Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2023 holdings

Shares (Q2 2023)
139,458
Value
$27.1M
% of portfolio
3.1%
Quarters held
10
Since Q1 2021
Holdings of AAPL by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2023139,458$27.1M3.1%+3,010+2.2%AddedHolders
Q1 2023136,448$22.5M2.8%−18,308−11.8%ReducedHolders
Q4 2022154,756$20.1M2.5%+3,343+2.2%AddedHolders
Q3 2022151,413$20.9M2.8%−104−0.1%ReducedHolders
Q2 2022151,517$20.7M2.5%+4,594+3.1%AddedHolders
Q1 2022146,923$25.7M2.7%−1,945−1.3%ReducedHolders
Q4 2021148,868$26.4M2.8%+153+0.1%AddedHolders
Q3 2021148,715$21.0M2.3%+5,789+4.1%AddedHolders
Q2 2021142,926$19.6M2.2%−7,505−5.0%ReducedHolders
Q1 2021150,431$18.4M2.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.