DWM
Defined Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
11,575
+223
| +2% | +$45.8K | 1.47% | 22 |
|
|
2025
Q1 | $2.52M | Buy |
11,352
+96
| +0.9% | +$21.3K | 1.7% | 18 |
|
|
2024
Q4 | $2.82M | Buy |
11,256
+286
| +3% | +$71.6K | 1.87% | 18 |
|
|
2024
Q3 | $2.56M | Buy |
10,970
+280
| +3% | +$65.2K | 1.66% | 18 |
|
|
2024
Q2 | $2.25M | Buy |
10,690
+247
| +2% | +$52K | 1.57% | 19 |
|
|
2024
Q1 | $1.79M | Sell |
10,443
-36
| -0.3% | -$6.17K | 1.29% | 22 |
|
|
2023
Q4 | $2.02M | Buy |
10,479
+105
| +1% | +$20.2K | 1.54% | 19 |
|
|
2023
Q3 | $1.78M | Buy |
10,374
+382
| +4% | +$65.4K | 1.51% | 20 |
|
|
2023
Q2 | $1.94M | Sell |
9,992
-305
| -3% | -$59.2K | 1.64% | 18 |
|
|
2023
Q1 | $1.7M | Sell |
10,297
-1,347
| -12% | -$222K | 1.59% | 19 |
|
|
2022
Q4 | $1.51M | Buy |
11,644
+18
| +0.2% | +$2.34K | 1.42% | 20 |
|
|
2022
Q3 | $1.61M | Buy |
11,626
+5
| +0% | +$691 | 1.75% | 15 |
|
|
2022
Q2 | $1.59M | Buy |
11,621
+5
| +0% | +$684 | 1.63% | 16 |
|
|
2022
Q1 | $2.03M | Buy |
11,616
+5
| +0% | +$873 | 1.78% | 16 |
|
|
2021
Q4 | $2.06M | Buy |
11,611
+6
| +0.1% | +$1.07K | 1.69% | 18 |
|
|
2021
Q3 | $1.64M | Sell |
11,605
-68
| -0.6% | -$9.62K | 1.46% | 20 |
|
|
2021
Q2 | $1.6M | Sell |
11,673
-264
| -2% | -$36.2K | 1.42% | 20 |
|
|
2021
Q1 | $1.46M | Buy |
11,937
+20
| +0.2% | +$2.44K | 1.38% | 20 |
|
|
2020
Q4 | $1.58M | Buy |
+11,917
| New | +$1.58M | 1.56% | 17 |
|