DWMG
DB Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.44M | Sell |
12,657
-1,664
| -12% | -$320K | 1.38% | 19 |
|
|
2023
Q3 | $2.45M | Buy |
14,321
+1,289
| +10% | +$221K | 1.55% | 18 |
|
|
2023
Q2 | $2.53M | Sell |
13,032
-920
| -7% | -$178K | 1.55% | 18 |
|
|
2023
Q1 | $2.3M | Sell |
13,952
-400
| -3% | -$66K | 1.45% | 19 |
|
|
2022
Q4 | $1.86M | Buy |
14,352
+1,112
| +8% | +$144K | 1.21% | 19 |
|
|
2022
Q3 | $1.83M | Hold |
13,240
| – | – | 1.31% | 19 |
|
|
2022
Q2 | $1.81M | Hold |
13,240
| – | – | 1.23% | 20 |
|
|
2022
Q1 | $2.31M | Hold |
13,240
| – | – | 1.39% | 19 |
|
|
2021
Q4 | $2.35M | Hold |
13,240
| – | – | 1.39% | 17 |
|
|
2021
Q3 | $1.87M | Hold |
13,240
| – | – | 1.21% | 23 |
|
|
2021
Q2 | $1.81M | Hold |
13,240
| – | – | 1.16% | 25 |
|
|
2021
Q1 | $1.62M | Hold |
13,240
| – | – | 1.11% | 23 |
|
|
2020
Q4 | $1.76M | Buy |
+13,240
| New | +$1.76M | 1.3% | 19 |
|