DPW
DiNuzzo Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
13,156
+859
| +7% | +$176K | 0.32% | 27 |
|
|
2025
Q1 | $2.73M | Sell |
12,297
-521
| -4% | -$116K | 0.34% | 28 |
|
|
2024
Q4 | $3.21M | Buy |
12,818
+102
| +0.8% | +$25.5K | 0.41% | 26 |
|
|
2024
Q3 | $2.96M | Buy |
12,716
+8,452
| +198% | +$1.97M | 0.37% | 26 |
|
|
2024
Q2 | $898K | Buy |
4,264
+230
| +6% | +$48.4K | 0.12% | 33 |
|
|
2024
Q1 | $692K | Sell |
4,034
-6
| -0.1% | -$1.03K | 0.09% | 36 |
|
|
2023
Q4 | $778K | Buy |
+4,040
| New | +$778K | 0.11% | 33 |
|