DWP
Daymark Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159M | Buy |
774,337
+9,194
| +1% | +$1.89M | 6.04% | 2 |
|
|
2025
Q1 | $170M | Sell |
765,143
-128,456
| -14% | -$28.5M | 7.3% | 1 |
|
|
2024
Q4 | $190M | Sell |
893,599
-3,560
| -0.4% | -$756K | 8.02% | 1 |
|
|
2024
Q3 | $177M | Sell |
897,159
-10,743
| -1% | -$2.13M | 7.51% | 1 |
|
|
2024
Q2 | $163M | Buy |
907,902
+84,076
| +10% | +$15.1M | 7.46% | 1 |
|
|
2024
Q1 | $118M | Buy |
823,826
+273
| +0% | +$39.1K | 6.35% | 1 |
|
|
2023
Q4 | $133M | Buy |
823,553
+10,098
| +1% | +$1.62M | 8.14% | 1 |
|
|
2023
Q3 | $118M | Buy |
813,455
+228,129
| +39% | +$33M | 8.1% | 1 |
|
|
2023
Q2 | $114M | Buy |
585,326
+328,740
| +128% | +$63.8M | 8.43% | 1 |
|
|
2023
Q1 | $42.3M | Buy |
256,586
+27,954
| +12% | +$4.61M | 5.61% | 2 |
|
|
2022
Q4 | $29.7M | Buy |
+228,632
| New | +$29.7M | 5.26% | 2 |
|