9WM
9258 Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $24.5M | Sell |
105,163
-1,707
| -2% | -$398K | 3.62% | 3 |
|
|
2024
Q2 | $22.5M | Sell |
106,870
-2,835
| -3% | -$597K | 3.46% | 4 |
|
|
2024
Q1 | $18.8M | Sell |
109,705
-3,076
| -3% | -$527K | 2.93% | 6 |
|
|
2023
Q4 | $21.7M | Buy |
112,781
+484
| +0.4% | +$93.2K | 3.82% | 1 |
|
|
2023
Q3 | $19.2M | Sell |
112,297
-2,252
| -2% | -$386K | 3.74% | 1 |
|
|
2023
Q2 | $22.2M | Buy |
114,549
+994
| +0.9% | +$193K | 4.18% | 1 |
|
|
2023
Q1 | $18.7M | Buy |
113,555
+354
| +0.3% | +$58.4K | 3.78% | 2 |
|
|
2022
Q4 | $14.7M | Sell |
113,201
-3,275
| -3% | -$426K | 3.18% | 2 |
|
|
2022
Q3 | $16.1M | Sell |
116,476
-337
| -0.3% | -$46.6K | 4.12% | 1 |
|
|
2022
Q2 | $16M | Buy |
116,813
+1,452
| +1% | +$199K | 4.1% | 2 |
|
|
2022
Q1 | $20.1M | Sell |
115,361
-982
| -0.8% | -$171K | 4.67% | 1 |
|
|
2021
Q4 | $20.7M | Sell |
116,343
-422
| -0.4% | -$74.9K | 4.74% | 1 |
|
|
2021
Q3 | $16.5M | Sell |
116,765
-604
| -0.5% | -$85.5K | 4.41% | 2 |
|
|
2021
Q2 | $16.1M | Sell |
117,369
-638
| -0.5% | -$87.4K | 4.33% | 2 |
|
|
2021
Q1 | $14.4M | Buy |
118,007
+674
| +0.6% | +$82.3K | 4.33% | 2 |
|
|
2020
Q4 | $15.6M | Sell |
117,333
-2,919
| -2% | -$387K | 5.07% | 2 |
|
|
2020
Q3 | $13.1M | Buy |
120,252
+90,727
| +307% | +$9.88M | 4.95% | 2 |
|
|
2020
Q2 | $10.8M | Sell |
29,525
-372
| -1% | -$136K | 4.36% | 2 |
|
|
2020
Q1 | $8.47M | Buy |
29,897
+1,116
| +4% | +$316K | 3.72% | 2 |
|
|
2019
Q4 | $8.45M | Buy |
28,781
+16,648
| +137% | +$4.89M | 3.1% | 3 |
|
|
2019
Q3 | $2.72M | Buy |
12,133
+570
| +5% | +$128K | 2.12% | 5 |
|
|
2019
Q2 | $2.29M | Buy |
11,563
+1,289
| +13% | +$255K | 1.84% | 5 |
|
|
2019
Q1 | $1.95M | Sell |
10,274
-1,626
| -14% | -$309K | 1.66% | 7 |
|
|
2018
Q4 | $1.88M | Buy |
+11,900
| New | +$1.88M | 1.81% | 6 |
|