DWM
Diversify Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
105,600
+4,186
| +4% | +$961K | 1.5% | 8 |
|
|
2025
Q1 | $21.4M | Buy |
101,414
+455
| +0.5% | +$96.1K | 1.59% | 7 |
|
|
2024
Q4 | $23.9M | Buy |
100,959
+37,036
| +58% | +$8.77M | 1.86% | 6 |
|
|
2024
Q3 | $14.8M | Buy |
63,923
+11,060
| +21% | +$2.55M | 1.42% | 10 |
|
|
2024
Q2 | $11.1M | Buy |
+52,863
| New | +$11.1M | 1.38% | 12 |
|