DWM
Dogwood Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
12,677
+3,418
| +37% | +$718K | 1.3% | 21 |
|
|
2025
Q1 | $2.06M | Buy |
9,259
+1,101
| +13% | +$245K | 1.08% | 25 |
|
|
2024
Q4 | $2.04M | Buy |
8,158
+518
| +7% | +$130K | 1.08% | 24 |
|
|
2024
Q3 | $1.78M | Buy |
7,640
+110
| +1% | +$25.6K | 1.02% | 26 |
|
|
2024
Q2 | $1.59M | Buy |
7,530
+239
| +3% | +$50.3K | 0.98% | 27 |
|
|
2024
Q1 | $1.25M | Buy |
7,291
+1,038
| +17% | +$178K | 0.85% | 27 |
|
|
2023
Q4 | $1.2M | Buy |
+6,253
| New | +$1.2M | 0.94% | 27 |
|