4WM
4J Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Sell |
16,745
-93
| -0.6% | -$19.1K | 2.32% | 10 |
|
|
2025
Q1 | $3.74M | Buy |
16,838
+572
| +4% | +$127K | 2.95% | 9 |
|
|
2024
Q4 | $4.07M | Sell |
16,266
-230
| -1% | -$57.6K | 3.3% | 8 |
|
|
2024
Q3 | $3.84M | Sell |
16,496
-4
| -0% | -$932 | 2.98% | 9 |
|
|
2024
Q2 | $3.48M | Sell |
16,500
-48
| -0.3% | -$10.1K | 2.87% | 10 |
|
|
2024
Q1 | $2.84M | Sell |
16,548
-441
| -3% | -$75.6K | 2.45% | 10 |
|
|
2023
Q4 | $3.27M | Sell |
16,989
-270
| -2% | -$52K | 2.99% | 7 |
|
|
2023
Q3 | $2.95M | Sell |
17,259
-97
| -0.6% | -$16.6K | 2.94% | 7 |
|
|
2023
Q2 | $3.37M | Sell |
17,356
-3,408
| -16% | -$661K | 3.27% | 7 |
|
|
2023
Q1 | $3.42M | Sell |
20,764
-364
| -2% | -$60K | 3.68% | 7 |
|
|
2022
Q4 | $2.75M | Buy |
21,128
+9,312
| +79% | +$1.21M | 3.19% | 9 |
|
|
2022
Q3 | $1.63M | Sell |
11,816
-125
| -1% | -$17.3K | 2.09% | 11 |
|
|
2022
Q2 | $1.63M | Sell |
11,941
-211
| -2% | -$28.9K | 2.05% | 12 |
|
|
2022
Q1 | $2.12M | Sell |
12,152
-60
| -0.5% | -$10.5K | 1.86% | 11 |
|
|
2021
Q4 | $2.17M | Sell |
12,212
-166
| -1% | -$29.5K | 1.82% | 12 |
|
|
2021
Q3 | $1.75M | Buy |
12,378
+496
| +4% | +$70.2K | 1.52% | 17 |
|
|
2021
Q2 | $1.63M | Sell |
11,882
-145
| -1% | -$19.9K | 1.42% | 19 |
|
|
2021
Q1 | $1.47M | Sell |
12,027
-202
| -2% | -$24.7K | 1.37% | 20 |
|
|
2020
Q4 | $1.62M | Buy |
+12,229
| New | +$1.62M | 1.56% | 19 |
|