DWP
Destiny Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
78,984
+7,498
| +10% | +$1.54M | 2.18% | 9 |
|
|
2025
Q1 | $15.9M | Buy |
71,486
+1,317
| +2% | +$293K | 2.52% | 6 |
|
|
2024
Q4 | $17.6M | Buy |
70,169
+2,576
| +4% | +$645K | 2.87% | 6 |
|
|
2024
Q3 | $15.7M | Sell |
67,593
-10,160
| -13% | -$2.37M | 2.76% | 6 |
|
|
2024
Q2 | $16.4M | Buy |
77,753
+4,801
| +7% | +$1.01M | 2.94% | 6 |
|
|
2024
Q1 | $12.5M | Sell |
72,952
-3,662
| -5% | -$628K | 2.24% | 9 |
|
|
2023
Q4 | $13.9M | Sell |
76,614
-109
| -0.1% | -$19.8K | 2.62% | 8 |
|
|
2023
Q3 | $13.1M | Buy |
76,723
+1,470
| +2% | +$252K | 2.65% | 8 |
|
|
2023
Q2 | $14.4M | Buy |
75,253
+2,149
| +3% | +$412K | 2.76% | 7 |
|
|
2023
Q1 | $12.1M | Buy |
73,104
+7,595
| +12% | +$1.25M | 2.49% | 11 |
|
|
2022
Q4 | $8.51M | Sell |
65,509
-1,752
| -3% | -$228K | 1.84% | 16 |
|
|
2022
Q3 | $9.3M | Buy |
67,261
+4,518
| +7% | +$624K | 2.09% | 13 |
|
|
2022
Q2 | $8.58M | Buy |
62,743
+7,145
| +13% | +$977K | 1.89% | 14 |
|
|
2022
Q1 | $9.71M | Buy |
55,598
+2,187
| +4% | +$382K | 1.89% | 17 |
|
|
2021
Q4 | $9.48M | Buy |
53,411
+2,442
| +5% | +$434K | 1.83% | 13 |
|
|
2021
Q3 | $7.21M | Sell |
50,969
-3,064
| -6% | -$434K | 1.45% | 23 |
|
|
2021
Q2 | $7.4M | Buy |
54,033
+1,053
| +2% | +$144K | 1.42% | 22 |
|
|
2021
Q1 | $6.47M | Buy |
52,980
+1,362
| +3% | +$166K | 1.35% | 23 |
|
|
2020
Q4 | $6.85M | Buy |
+51,618
| New | +$6.85M | 1.43% | 19 |
|