1WM
1900 Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Sell |
31,933
-3,956
| -11% | -$812K | 0.5% | 31 |
|
|
2025
Q1 | $7.97M | Buy |
35,889
+4,739
| +15% | +$1.05M | 0.66% | 21 |
|
|
2024
Q4 | $7.8M | Buy |
31,150
+1,927
| +7% | +$483K | 0.65% | 25 |
|
|
2024
Q3 | $6.81M | Buy |
29,223
+1
| +0% | +$233 | 0.58% | 32 |
|
|
2024
Q2 | $6.15M | Sell |
29,222
-672
| -2% | -$142K | 0.58% | 33 |
|
|
2024
Q1 | $5.13M | Sell |
29,894
-8,436
| -22% | -$1.45M | 0.47% | 43 |
|
|
2023
Q4 | $7.38M | Sell |
38,330
-3,128
| -8% | -$602K | 0.68% | 29 |
|
|
2023
Q3 | $7.1M | Buy |
41,458
+8,294
| +25% | +$1.42M | 0.71% | 32 |
|
|
2023
Q2 | $6.43M | Sell |
33,164
-3,716
| -10% | -$721K | 0.66% | 43 |
|
|
2023
Q1 | $4.92M | Buy |
36,880
+1,425
| +4% | +$190K | 0.53% | 49 |
|
|
2022
Q4 | $4.61M | Buy |
35,455
+239
| +0.7% | +$31.1K | 0.5% | 51 |
|
|
2022
Q3 | $4.87M | Buy |
35,216
+435
| +1% | +$60.1K | 0.57% | 44 |
|
|
2022
Q2 | $4.76M | Buy |
34,781
+152
| +0.4% | +$20.8K | 0.52% | 47 |
|
|
2022
Q1 | $6.05M | Buy |
34,629
+3,783
| +12% | +$661K | 0.58% | 44 |
|
|
2021
Q4 | $5.48M | Buy |
30,846
+6,989
| +29% | +$1.24M | 0.5% | 50 |
|
|
2021
Q3 | $3.38M | Buy |
23,857
+136
| +0.6% | +$19.2K | 0.33% | 61 |
|
|
2021
Q2 | $3.25M | Sell |
23,721
-4,120
| -15% | -$564K | 0.31% | 61 |
|
|
2021
Q1 | $3.4K | Buy |
27,841
+9,295
| +50% | +$1.14K | 0.26% | 51 |
|
|
2020
Q4 | $2.46M | Buy |
+18,546
| New | +$2.46M | 0.29% | 55 |
|