AFWM
AMJ Financial Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
5,641
-541
| -9% | -$111K | 0.29% | 48 |
|
|
2025
Q1 | $1.37M | Buy |
6,182
+32
| +0.5% | +$7.11K | 0.41% | 43 |
|
|
2024
Q4 | $1.54M | Sell |
6,150
-87
| -1% | -$21.8K | 0.43% | 47 |
|
|
2024
Q3 | $1.45M | Sell |
6,237
-381
| -6% | -$88.8K | 0.42% | 44 |
|
|
2024
Q2 | $1.39M | Buy |
6,618
+72
| +1% | +$15.2K | 0.43% | 45 |
|
|
2024
Q1 | $1.12M | Sell |
6,546
-273
| -4% | -$46.8K | 0.37% | 48 |
|
|
2023
Q4 | $1.31M | Sell |
6,819
-124
| -2% | -$23.9K | 0.55% | 43 |
|
|
2023
Q3 | $1.19M | Buy |
6,943
+450
| +7% | +$77K | 0.55% | 38 |
|
|
2023
Q2 | $1.26M | Buy |
6,493
+909
| +16% | +$176K | 0.55% | 40 |
|
|
2023
Q1 | $921K | Buy |
5,584
+172
| +3% | +$28.4K | 0.59% | 31 |
|
|
2022
Q4 | $703K | Sell |
5,412
-181
| -3% | -$23.5K | 0.42% | 33 |
|
|
2022
Q3 | $773K | Buy |
5,593
+999
| +22% | +$138K | 0.5% | 28 |
|
|
2022
Q2 | $628K | Sell |
4,594
-26,404
| -85% | -$3.61M | 0.53% | 28 |
|
|
2022
Q1 | $5.41M | Buy |
30,998
+24,363
| +367% | +$4.25M | 2.17% | 23 |
|
|
2021
Q4 | $1.18M | Sell |
6,635
-2,802
| -30% | -$497K | 0.43% | 41 |
|
|
2021
Q3 | $1.34M | Buy |
9,437
+8
| +0.1% | +$1.13K | 0.55% | 42 |
|
|
2021
Q2 | $1.29M | Buy |
9,429
+694
| +8% | +$95K | 0.56% | 43 |
|
|
2021
Q1 | $1.07M | Buy |
8,735
+8
| +0.1% | +$977 | 0.52% | 43 |
|
|
2020
Q4 | $1.16M | Buy |
8,727
+813
| +10% | +$108K | 0.59% | 41 |
|
|
2020
Q3 | $917K | Buy |
7,914
+5,959
| +305% | +$690K | 0.54% | 39 |
|
|
2020
Q2 | $713K | Buy |
1,955
+303
| +18% | +$111K | 0.49% | 39 |
|
|
2020
Q1 | $420K | Sell |
1,652
-172
| -9% | -$43.7K | 0.73% | 21 |
|
|
2019
Q4 | $536K | Buy |
+1,824
| New | +$536K | 0.38% | 47 |
|