DWM
Denver Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Sell |
32,563
-199
| -0.6% | -$40.8K | 2.76% | 9 |
|
|
2025
Q1 | $7.28M | Sell |
32,762
-251
| -0.8% | -$55.8K | 3.32% | 7 |
|
|
2024
Q4 | $8.27M | Sell |
33,013
-1,104
| -3% | -$276K | 3.72% | 5 |
|
|
2024
Q3 | $7.95M | Sell |
34,117
-1,001
| -3% | -$233K | 3.68% | 5 |
|
|
2024
Q2 | $7.4M | Sell |
35,118
-887
| -2% | -$187K | 3.7% | 5 |
|
|
2024
Q1 | $6.17M | Sell |
36,005
-3,849
| -10% | -$660K | 3.15% | 7 |
|
|
2023
Q4 | $7.67M | Buy |
39,854
+267
| +0.7% | +$51.4K | 4.34% | 6 |
|
|
2023
Q3 | $6.78M | Sell |
39,587
-306
| -0.8% | -$52.4K | 4.38% | 7 |
|
|
2023
Q2 | $7.74M | Sell |
39,893
-546
| -1% | -$106K | 5.4% | 4 |
|
|
2023
Q1 | $6.67M | Sell |
40,439
-1,289
| -3% | -$213K | 4.63% | 5 |
|
|
2022
Q4 | $5.42M | Buy |
41,728
+263
| +0.6% | +$34.2K | 4.05% | 8 |
|
|
2022
Q3 | $5.73M | Buy |
41,465
+721
| +2% | +$99.7K | 5.43% | 6 |
|
|
2022
Q2 | $5.57M | Buy |
+40,744
| New | +$5.57M | 5.82% | 6 |
|
|
2021
Q4 | $6.29M | Buy |
+35,405
| New | +$6.29M | 6.03% | 8 |
|
|
2021
Q1 | $5.8M | Buy |
+33,201
| New | +$5.8M | 6.11% | 7 |
|