DWM
Destination Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173M | Buy |
844,719
+40,735
| +5% | +$8.36M | 5.08% | 1 |
|
|
2025
Q1 | $179M | Sell |
803,984
-28,136
| -3% | -$6.25M | 5.63% | 1 |
|
|
2024
Q4 | $208M | Sell |
832,120
-9,548
| -1% | -$2.39M | 6.52% | 1 |
|
|
2024
Q3 | $196M | Sell |
841,668
-24,361
| -3% | -$5.68M | 6.08% | 1 |
|
|
2024
Q2 | $182M | Sell |
866,029
-15,554
| -2% | -$3.28M | 6.03% | 1 |
|
|
2024
Q1 | $151M | Buy |
881,583
+15,320
| +2% | +$2.63M | 5.03% | 1 |
|
|
2023
Q4 | $167M | Sell |
866,263
-15,589
| -2% | -$3M | 5.78% | 1 |
|
|
2023
Q3 | $151M | Buy |
881,852
+12,289
| +1% | +$2.1M | 5.87% | 1 |
|
|
2023
Q2 | $169M | Buy |
869,563
+44,737
| +5% | +$8.68M | 6.29% | 1 |
|
|
2023
Q1 | $136M | Buy |
824,826
+3,010
| +0.4% | +$496K | 5.15% | 1 |
|
|
2022
Q4 | $107M | Sell |
821,816
-22,162
| -3% | -$2.88M | 4.25% | 3 |
|
|
2022
Q3 | $117M | Sell |
843,978
-21,476
| -2% | -$2.97M | 4.91% | 2 |
|
|
2022
Q2 | $118M | Sell |
865,454
-17,924
| -2% | -$2.45M | 4.77% | 1 |
|
|
2022
Q1 | $154M | Buy |
883,378
+20,372
| +2% | +$3.56M | 5.72% | 1 |
|
|
2021
Q4 | $153M | Buy |
863,006
+11,335
| +1% | +$2.01M | 5.42% | 2 |
|
|
2021
Q3 | $121M | Sell |
851,671
-8,743
| -1% | -$1.24M | 4.68% | 2 |
|
|
2021
Q2 | $118M | Buy |
860,414
+450
| +0.1% | +$61.6K | 4.55% | 2 |
|
|
2021
Q1 | $105M | Buy |
859,964
+22,116
| +3% | +$2.7M | 4.34% | 2 |
|
|
2020
Q4 | $111M | Buy |
837,848
+3,710
| +0.4% | +$492K | 4.84% | 2 |
|
|
2020
Q3 | $96.6M | Buy |
834,138
+607,671
| +268% | +$70.4M | 4.89% | 2 |
|
|
2020
Q2 | $82.6M | Sell |
226,467
-21,906
| -9% | -$7.99M | 4.47% | 2 |
|
|
2020
Q1 | $63.2M | Sell |
248,373
-2,109
| -0.8% | -$536K | 3.87% | 4 |
|
|
2019
Q4 | $73.6M | Sell |
250,482
-13,412
| -5% | -$3.94M | 3.74% | 4 |
|
|
2019
Q3 | $59.1M | Sell |
263,894
-3,745
| -1% | -$839K | 3.2% | 6 |
|
|
2019
Q2 | $53M | Sell |
267,639
-5,659
| -2% | -$1.12M | 2.92% | 6 |
|
|
2019
Q1 | $51.9M | Buy |
273,298
+3,423
| +1% | +$650K | 2.92% | 6 |
|
|
2018
Q4 | $42.6M | Buy |
269,875
+930
| +0.3% | +$147K | 2.56% | 7 |
|
|
2018
Q3 | $60.7M | Sell |
268,945
-26,196
| -9% | -$5.91M | 3.38% | 5 |
|
|
2018
Q2 | $54.6M | Sell |
295,141
-17,884
| -6% | -$3.31M | 3.28% | 6 |
|
|
2018
Q1 | $52.5M | Buy |
313,025
+23,807
| +8% | +$3.99M | 3.19% | 6 |
|
|
2017
Q4 | $48.9M | Sell |
289,218
-4,650
| -2% | -$787K | 2.97% | 6 |
|
|
2017
Q3 | $45.3M | Sell |
293,868
-8,708
| -3% | -$1.34M | 2.89% | 6 |
|
|
2017
Q2 | $43.6M | Sell |
302,576
-19,937
| -6% | -$2.87M | 2.9% | 6 |
|
|
2017
Q1 | $46.3M | Sell |
322,513
-17,837
| -5% | -$2.56M | 3.19% | 6 |
|
|
2016
Q4 | $39.4M | Buy |
340,350
+3,336
| +1% | +$386K | 2.89% | 6 |
|
|
2016
Q3 | $38.1M | Buy |
337,014
+10,720
| +3% | +$1.21M | 2.94% | 6 |
|
|
2016
Q2 | $31.2M | Buy |
326,294
+61,097
| +23% | +$5.84M | 2.57% | 7 |
|
|
2016
Q1 | $27.9M | Hold |
265,197
| – | – | 2.67% | 11 |
|
|
2015
Q4 | $27.9M | Buy |
265,197
+88,975
| +50% | +$9.37M | 2.67% | 11 |
|
|
2015
Q3 | $19.4M | Sell |
176,222
-20,077
| -10% | -$2.21M | 2.16% | 12 |
|
|
2015
Q2 | $24.6M | Sell |
196,299
-29,422
| -13% | -$3.69M | 1.63% | 19 |
|
|
2015
Q1 | $28.1M | Sell |
225,721
-11,569
| -5% | -$1.44M | 3.04% | 10 |
|
|
2014
Q4 | $26.2M | Sell |
237,290
-96,605
| -29% | -$10.7M | 2.65% | 10 |
|
|
2014
Q3 | $33.6M | Sell |
333,895
-59,712
| -15% | -$6.02M | 3.52% | 7 |
|
|
2014
Q2 | $36.6M | Buy |
393,607
+337,098
| +597% | +$31.3M | 3.77% | 5 |
|
|
2014
Q1 | $30.3M | Buy |
56,509
+664
| +1% | +$356K | 3.25% | 7 |
|
|
2013
Q4 | $31.3M | Buy |
55,845
+626
| +1% | +$351K | 3.29% | 6 |
|
|
2013
Q3 | $26.3M | Buy |
55,219
+2,304
| +4% | +$1.1M | 3.04% | 7 |
|
|
2013
Q2 | $21M | Buy |
+52,915
| New | +$21M | 2.57% | 11 |
|